How do I create and manage HEP templates?

Templates improve efficiency and help standardize care by allowing you to create a set of exercises and education that you can customize as needed, and prescribe to any number of patients.

• Building a Template
• Managing Templates
• Editing Templates
• Assigning a Template

Building a Template

Building a template can be done the same way you would build an exercise program.

1. Use the search bar or filters to add exercises and patient education to the program.
2. Adjust the parameters as you see fit.
3. Once the template is complete, click Save As Template at the bottom of the builder.
4. Enter a name for your template, noting that patients will not see the name you choose, then click Save As New Template.

Managing Templates

You can view all the templates you've created as a MedBridge user to find templates you can use for other patients. 

1. To view all the templates you’ve created, click Manage Templates at the top of the screen.
2. Select My Templates in the dropdown menu.
3. If your organization has sharing turned on, you can toggle the sharing button from grey to blue to share a program with your colleagues. 

Editing Templates

From the Manage Templates page, you can also edit an existing template. 

1. To view all the templates you’ve created, click Manage Templates at the top of the screen. 
2. To find your template, use the sorting options in the upper left.
3. Once you find the appropriate template, select the Edit button to be taken back to the HEP Builder.
4. From here, you can add additional exercises or patient education and adjust parameters as needed, just like you would create a new exercise program. 
5. When you’re done editing, click Save, noting that this will make changes to the original template. Alternatively, you can select Save As New Template to keep the original template intact.

Assigning a Template

Once you've built a template, it's easy to assign it to your patients. 

1. From the HEP Builder, select the Templates tab at the top of the page.
2. From here, you can use the menu in the upper left to view pre-made MedBridge templates, templates that you created, your organization’s templates, or your favorited templates.
3. To find a particular template, start by selecting All Templates.
4. Search for the name of the template.
5. Click and drag it into the program builder. You can also click the add button, or click the favorite icon to favorite the template.
6. Once the template is added to your patient’s program, you can adjust parameters, add or remove exercises, and add additional notes. Making these changes will not affect the original template.

Learn more about how you can use templates to improve your patient care.