Setting Up Templates, Sections, Labs & Procedures

Updated on July 29, 2026 | 01:41 PM – CST

Clinical setup starts with the pieces that make up your notes and orders.

This video covers building note templates from reusable sections and your lab library, where single tests and bundled panels are set up for ordering.

You'll also see how to add procedures with their CPT codes and maintain the referring provider directory behind your referrals.