Templates, presets, and dotphrases

Settings → Case templates holds each template with its case shape, prep notes and the attending preferences for that case type. Make one from a case you are looking at, reorder or hide starter rows, and share a row with your program from its editor. The Phrases manager beside it holds dotphrases, with *** marking each blank.

By Christopher Cutler, MD, CA-1, anesthesiologyUpdated October 2026

Two different kinds of shortcut. A template is a case you log again and again; a phrase is a paragraph you type again and again.

1. 1

   Open Settings → Case templates

   Each template carries the answers for the case, your prep notes, and the attending preferences filed under that case type. Opening a template gives you the case and everything you have learned about doing it.

   
2. 2

   Make a template from a case

   “Add a template” on the Log tab starts from what is in front of you, which is when you know what the template should contain.

3. 3

   Reorder, hide, or remove

   The chevrons reorder the list. A starter template you do not use can be hidden rather than deleted — it dims, and swipes back to Unhide if you want it later.

4. 4

   Share a template with your program

   A template’s own editor has a “Share with program” switch. It sends the case shape, the prep notes and the attending notes, with identifiers stripped before anything leaves the phone.

5. 5

   Write a dotphrase for anything you type twice

   The Phrases manager sits beside your templates. A phrase has a trigger you type (“.pmhcards”), a label, and a body. Put *** wherever the wording changes and the cursor jumps from blank to blank as you fill it in.

   The reusable wording goes in the body; the part that changes goes in a ***. Nothing patient-specific belongs in a saved phrase — a phrase is stored, a *** is not.