Configuration

the configuration section in eggmed helps you manage reusable content and tagging across your practice it’s divided into two parts templates tags 1\ templates the templates section is where you manage everything from intake forms to progress notes you’ll find 5 main tabs all templates intake assessment note taking other at the top, use the search bar to quickly find any template or tag by name, this helps minimize clicks and save time all templates all templates appear in a table format, showing template name type ( note taking , intake , assesment , other ) associated tags last used date actions menu (3 dots) tab breakdown each tab filters the template view by type 📝 intake view and manage intake templates includes auto send toggles to enable or disable automatic sending to new clients 🧠 assessment view and manage assessment templates like clinical evaluations or screening forms ✍️ note taking view your progress notes, soap & dap notes,dbt progress note, and many other templates predefined for note taking 📂 other covers templates that don’t fit under the previous categories adding a new template click the add button and choose the type of template you want to create intake assessment note taking form other then customize and save your new template 📌 each template can be tagged and reused across your workflow 2\ tags the tags section helps you organize your templates efficiently add new tag edit or delete existing tags