Skip to main content

Export your templates from iSalus

Guide to export your templates from iSalus to CarePilot!

Written by Tanner Helton
Updated over 10 months 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

Did this answer your question?