Modifying Templates | VetRec Help Center

Using the Template Builder that VetRec provides, you can customize everything from what information is included, the structure, the style and more.

Templates are structure on VetRec with Sections, Entries and Sub-entries. Templates can use a combination of these building blocks to achieve the ideal structure for your notes.

Adding Sections

The top level block for templates are Sections. Within the Template Builder, you can add empty sections to configure or pre-built sections for common uses like Physical Exams, Plans and Vitals. You can add sections by dragging and dropping the desired section onto the template.

Configuring Sections

Once the section is added if can be configured. Sections can be configured in several types:

Section: By configuring the section as a regular section, the section will simply act a header that contains other entries inside of it. Ex:
```
Subjective:
- Chief Complaint: <Info>
- Onset: <Info>
...
```
Paragraph, Number or List: By configuring the section to any of these types, the section will act as an entry for information. There won't be any entries under it just directly the information defined for it. Ex.
```
History: <Info>
```

Group: By configuring the section as a group, the section will use the defined entries inside of it as a group that will be repeated. Ex.
```
Names and Addresses:

- Name: Bruno
- Address: 123 Broadway St

- Name: Chewy
- Address: 34 Main St
```

To configure a section type, pick from the drop down:

Adding Entries

For section that support entries (Ex. Normal Section and Grouped Section), you can add entries inside of the section. You can choose between blank entries or pre-built ones like medications, vaccines, owner discussion and more. Simply drag and drop the entry onto the section you want.

Configuring Entries

Similar to sections, entries can be configured as different types.

Paragraph, Number, List: These configurations all work similarly to represent the entry. If you want the entry to be a number (Ex. Temperature) or a list of items (Ex. Vaccines), you can simply choose the type you need.
```
- Entry: <Info>
```
Fixed text: With this configuration, the entry will simply contain the text provided. This can be useful to provide standardized information or add a signature to the notes.
```
- Entry: <FIXED TEXT>
```
Subsection: Using this configuration allows you to add entries inside of the entry. This can be useful to create further levels in the structure of the template.
```
- Entry:
     - Sub Entry: <Info>
     - Sub Entry: <Info>
```
To configure a entry type, pick from the drop down:

Removing Sections and Entries

If you want to remove an entry or a section, simply locate the "x" in the top right box of the section or entry and click it! Your section (or entry) will be removed.

Don't forget to save your template!