You can now find and manage Program Templates directly in Settings — no more navigating to the Library to track them down. This makes it easier to build, organize, and maintain your program library right where the rest of your clinical configuration lives. 💙
✨ What's new:
- ⚙️ Moved to Settings— Program Templates now live under Settings → Programs → Program Templates, alongside Treatment Areas, Prompt Levels, Workflows, and Program Data Fields.
- 📋 New templates table— View all of your organization's program templates in one place, with columns for template name, last modified by, and date modified.
- ✏️ Full template management— Create, edit, duplicate, and delete templates directly from the new Settings page.
- 📂 Save as Template from the Library— In the Library, select the three-dot menu on any program and choose "Save as Template" to save a copy to your templates without affecting the original.
- 🔐 Updated permissions— A new permission (Page Access → Settings Pages → Programs → Program Templates) controls who can view and manage Program Templates. The old Library-based template folder permission has been removed.
- 🏷️ Renamed for clarity— The "Program Data" settings page has been renamed to "Program Data Fields" for consistency.
💡 Why it matters:
Program Templates were previously nested inside the Library, which made them harder to find and demonstrate during onboarding. Moving them to Settings puts them alongside the other building blocks of your clinical programs, so managers can quickly create and maintain the standardized templates their teams rely on. Less hunting, more building.
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