--- 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) September 8, 2026 # How to Create Master Templates ## Creating master templates from visit notes Navigate to a patient visit note and fill it out. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/0bf7ef55-dc95-4e96-910a-68b478e2ee9c/9c6d7aac-0cb8-456e-b562-b027c170f46b/images/617bd411-e811-4ea6-b589-2310a4c58099.png) Hover over the **“Save”** button at the bottom navigation panel of the screen. An additional option - **“Save as Master Template"** - will appear. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/0bf7ef55-dc95-4e96-910a-68b478e2ee9c/9c6d7aac-0cb8-456e-b562-b027c170f46b/images/d8d6a9f7-7a21-4c9e-b58d-738626b223a4.png) Click **“Save as Master Template”** to proceed. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/0bf7ef55-dc95-4e96-910a-68b478e2ee9c/9c6d7aac-0cb8-456e-b562-b027c170f46b/images/1e8e1587-f0b5-4808-9323-31768a9029f2.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://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/0bf7ef55-dc95-4e96-910a-68b478e2ee9c/9c6d7aac-0cb8-456e-b562-b027c170f46b/images/bb5fbeeb-4956-4b56-83db-f3565f4d9ca8.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://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/0bf7ef55-dc95-4e96-910a-68b478e2ee9c/9c6d7aac-0cb8-456e-b562-b027c170f46b/images/54561857-8046-459e-9b54-476ff4119a81.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://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/0bf7ef55-dc95-4e96-910a-68b478e2ee9c/9c6d7aac-0cb8-456e-b562-b027c170f46b/images/defe2693-d467-4963-89f7-7217be211e3d.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://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/0bf7ef55-dc95-4e96-910a-68b478e2ee9c/9c6d7aac-0cb8-456e-b562-b027c170f46b/images/175259ac-fc2b-45e0-b338-5e0a5fd88d82.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) [![](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.