Learn how to transition from paper-based documentation of non-standard service lines to efficient digital templates, improving accuracy and workflow. The session will guide attendees through identifying non-standard service lines that are still documented on paper, assessing their needs, and building a business case for moving to digital solutions. We’ll cover the requirements for creating templates, including understanding their structure, flexibility, and customization options. Attendees will explore how to access and set up templates, navigate the setup tab, and configure sub-records within the documentation system. Additionally, we’ll discuss how to ensure templates meet compliance and regulatory requirements, and establish appropriate permissions and access control for team members. By the end of the session, participants will be equipped to streamline their non-standard service line documentation, creating more efficient, compliant, and accessible records.