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Export your templates from iSalus

Guide to export your templates from iSalus to CarePilot!

Tanner Helton avatar
Written by Tanner Helton
Updated over a week ago

1. Open "Setup" from the left-side menu

2. Click to where it says "Templates" under "EMR Setup"

3. Click on a template type from the list

4. Select the 3-lined "hamburger" menu, and select "Print"

5. A window will appear, select the "Print Grid (PDF)" option and select "Ok"

6. A new window will appear with the templates listed. Select the download icon and save the file to a convenient location on your computer. We recommend your "Downloads" folder

7. Repeat steps 3-6 for each template type

8. One all template types are downloaded, email all of the files to your onboarding/sales representative

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