Changing the Status of Templates

When a template is initially created, it will not be available to the whole surgery as it will have the status of "Development". The purpose of assigning the template a status is to facilitate a development cycle. When you are satisfied with the template, the status should be set to "Publish", which essentially enables the template to display on the Vision+ Clinical menu for all users in the practice. This enables the template to be used by the whole practice. Templates can be opened and edited regardless of their status.

Three statuses for templates exist and are described below:

Template Status	Description
Develop	When a template has its status set to "Develop", the template is not available on the Vision+ Clinical menu, and can only be opened in Template Designer. This is the default status. It is used when the template is being designed and developed.
Test	When a template has its status set to "Test", the template is available to be used only on the computer where the status was set to "Test". It can be accessed from the Vision+ Clinical menu when the patients notes are open. This allows the user who created the template to test it and see how it looks, without releasing it to the whole practice.
Publish	When a template has its status set to "Publish", the template is available to be used by all users on all computers in the surgery. It can accessed from the Vision+ Clinical menu, when in a patients notes.