# ◾ How to Create or Edit an Encounter Template ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/57f90952-364b-4017-830a-a9147f1207d5/CREATE_EDIT_ENCOUNTER%20TEMPLATE_GIF.gif?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=56d5af6e838d8dc723eced4c1062baefa07916a77c02e0bb20f399fdc8ce9510&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =1902x801") **New Templates** can be created by using the ***Add New Template*** option. :::info The **"Add New Template"** creates an empty encounter template. Continue editing by clicking on **Edit**. ::: ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/ffbba6ae-3079-4727-b104-dcd54cfe9597/Add%20new%20enc%20template_NEW%20Edit.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=c34caad2c6f50285b27bf74de44e186f2db7fb407f46f0f99aa90eee2a9f3143&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =x541")The **"Add New Action”** dropdown provides the following **Recording and Intercom** options: ***Start Video, Stop Video, Send Audio to Hallway, and Send Audio to In-Room.*** ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/fa8a3b7c-a81b-4ea8-8009-69750913ab74/setup%20new%20encounter%20template_NEW_SAVE.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=562a08c384e1dd9e7e118f57a1485aa4bd5cae366d0fb018e6b284562e5a966d&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =1791x619") :::info The different actions/steps defined in the encounter template repeat with the start of each new encounter. ::: :::tip The **time picker** displays **hour - minute - second** dropdowns. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/0ade14dc-2034-45c3-b4bb-f769fc53d2bc/TIME%20PICKER_ENCOUNTER%20TEMPLATE_H%20M%20S.jpg?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=967bfb268a532ca3ccc24d951184fc12b70c9a81f2c74068682f9ec240219e3b&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =1188x455") In the example above, the **video recording starts 5 minutes** after the Encounter starts, and **stops 1 hour** after it. ::: **Available Encounter Templates** can be selected from the respective dropdown menu. They can be edited using the **Edit button**. :::info **Selecting an Encounter template** opens it in **read-only** mode. ::: ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/3f02436c-4497-40a2-81f0-0167e4fef36c/EDIT%20ENCOUNTER%20TEMPLATE_NEW.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=4707eb5b8c801d63b8e43fa9cfb814b99b93f0cbf16bfc1b3f81ca5c7909a0a4&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =2071x709") In the **editing mode**, Actions can be *set, adjusted, or deleted.* The process can be *saved or canceled,* and the whole template can be *deleted* with the **dustbin icon**. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/0ccfc138-ee84-49a6-ae88-0e2f283d84ed/EDIT_SAVE_CANCEL_DELETE_TEMPLATE.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=96271fd6030198cc1fb7aa53d38d65001a73b826568728ea0831aa627735a937&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =1785x621") :::tip Steps are ordered into a **sequence** based on the **time setting**. ***NOTE:*** There is **no auto-save** in edit mode. Use the **Save** button. ***IMPORTANT:*** The actions are only ordered after the save. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/7fec447a-64af-404b-a29f-3f7ba4069f1d/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=c3aa404b97c09394f2c15520d78a05c9cb1e687c5c0ec81e297da47730aa933e&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =801x269") ::: :::tip For more information on Flexi Scheduling, refer to the pages below: [Flexible ('Flexi') Scheduling](/doc/d420ff1d-b8c3-4bc0-bf44-beb4824e53ed) [How to Set up and Run Flexi Events](/doc/499442c9-c720-44f9-8d16-79ffa877c455) ::: --- **Documents** - [User Guide](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/user-guide-WPv4VxhtWB) - [FAQ](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/faq-YoxOQOjvnY) - [Training Videos](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/training-videos-D2ycsEwqPt) - [Module Introduction Videos](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/module-introduction-videos-I6OQ6H7SUT) - [Release Notes](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/release-notes-BcFFMsc0RV) - [Distance Learning with LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/distance-learning-with-learningspace-eAfwW23Hxg) - [Preventing Copy-Paste in LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/preventing-copy-paste-in-learningspace-sPD0IIUuk0) - [Important Technical Notification Regarding Adobe Flash Player](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/important-technical-notification-regarding-adobe-flash-player-eQtMLwLmTJ) - [iPad support - Technical information](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/ipad-support-technical-information-dLmeFvKofC) - [TeamViewer Link](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/teamviewer-link-QyKZBMqUT9) - [YouTube videos about LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/youtube-videos-about-learningspace-TMb3zdc0LC) - [Customer Aftercare One-Pager](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/customer-aftercare-one-pager-GBWMe1BcfS) - [Case Studies](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/case-studies-VcAbFqXSz7)