--- title: How to Create Master Templates description: How to Create Master Templates --- [Skip to content](https://knowledge.populateemr.com/how-to-create-master-templates#main-content) English Show submenu for translations [More support](https://knowledge.populateemr.com/kb-tickets/new?hsLang=en) [Customer portal](https://support.populateemr.com/tickets?hsLang=en) ![](https://knowledge.populateemr.com/hs-fs/hubfs/Full%20Logo%20-%20Black-1.png?width=250&height=67&name=Full%20Logo%20-%20Black-1.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://knowledge.populateemr.com/kb-tickets/new) - [Customer portal](https://support.populateemr.com/tickets) - [Contact us](mailto:support@populate.com) [Contact us](mailto:support@populate.com) How can we help you? - There are no suggestions because the search field is empty. 1. [Populate Help Desk](https://knowledge.populateemr.com/?hsLang=en) 2. [Visit Notes](https://knowledge.populateemr.com/visit-notes?hsLang=en) October 20, 2026 # How to Create Master Templates ## Creating master templates from visit notes Navigate to a patient **Visit Note** and fill it out as you would want your template to look . ![](https://knowledge.populateemr.com/hs-fs/hubfs/image-png-Oct-19-2026-01-05-37-6283-PM.png?width=670&height=360&name=image-png-Oct-19-2026-01-05-37-6283-PM.png) Hover over the **Save** button at the bottom navigation panel of the screen. An additional option - **Save as Master Template** - will appear. ![](https://knowledge.populateemr.com/hs-fs/hubfs/image-png-Oct-19-2026-01-08-26-1713-PM.png?width=670&height=364&name=image-png-Oct-19-2026-01-08-26-1713-PM.png) Click **Save as Master Template** to proceed. ![](https://knowledge.populateemr.com/hs-fs/hubfs/image-png-Oct-19-2026-01-09-29-7226-PM.png?width=670&height=364&name=image-png-Oct-19-2026-01-09-29-7226-PM.png) If you want to create a new master template, add a name and click **Save**. Otherwise, go to the **Existing Templates** tab to update existing templates. ![](https://knowledge.populateemr.com/hs-fs/hubfs/image-png-Oct-19-2026-01-10-35-3851-PM.png?width=670&height=364&name=image-png-Oct-19-2026-01-10-35-3851-PM.png) You can search for the existing template that you want to update. *Note: For templates you have created, a delete icon will appear next to the name of the template. Click on this icon if you wish to delete the template.* ![](https://knowledge.populateemr.com/hs-fs/hubfs/image-png-Oct-19-2026-01-11-57-0057-PM.png?width=670&height=362&name=image-png-Oct-19-2026-01-11-57-0057-PM.png) Select the required template from the list of results and click **Update Selected** and you’re done! *Note: You will only be able to update the templates created by you.* ![](https://knowledge.populateemr.com/hs-fs/hubfs/image-png-Oct-19-2026-01-13-17-2274-PM.png?width=670&height=365&name=image-png-Oct-19-2026-01-13-17-2274-PM.png) You can then use the newly created master template by clicking on the **Use Master Template** button at the top of the visit note.  ![](https://knowledge.populateemr.com/hs-fs/hubfs/image-png-Oct-19-2026-01-14-54-2453-PM.png?width=670&height=361&name=image-png-Oct-19-2026-01-14-54-2453-PM.png) - [FAQ](https://knowledge.populateemr.com/faq?hsLang=en) - [Support](https://knowledge.populateemr.com/support?hsLang=en) - [Billing](https://knowledge.populateemr.com/billing?hsLang=en) - [Appointments](https://knowledge.populateemr.com/appointments?hsLang=en) - [Visit Notes](https://knowledge.populateemr.com/visit-notes?hsLang=en) - [Charts](https://knowledge.populateemr.com/charts?hsLang=en) - [Encounters](https://knowledge.populateemr.com/encounters?hsLang=en) - [Intake](https://knowledge.populateemr.com/intake?hsLang=en) - [To-Dos & Stickies](https://knowledge.populateemr.com/to-dos-stickies?hsLang=en) - [Fax & Reports](https://knowledge.populateemr.com/fax-reports?hsLang=en) - [Settings](https://knowledge.populateemr.com/settings?hsLang=en) - [Rachel—AI Agent](https://knowledge.populateemr.com/rachel-ai-agent?hsLang=en) - [Forms](https://knowledge.populateemr.com/forms?hsLang=en) - [Populate Continuous Care (PCC)](https://knowledge.populateemr.com/populate-continuous-care-pcc?hsLang=en) [![](https://knowledge.populateemr.com/hs-fs/hubfs/Full%20Logo%20-%20Black-1.png?width=250&height=67&name=Full%20Logo%20-%20Black-1.png)](https://knowledge.populateemr.com/?hsLang=en) 6790 Embarcadero Ln #100, Carlsbad, CA 92011 [mailto:support@populate.com](mailto:support@populate.com) Copyright © 2025, Populate EMR, Inc.