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Last modified: September 23, 2024

Video: Building plans | Applying and editing ready-made templates

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Heads up!

Updates to the platform are made regularly to improve your experience. Things may look a little different in your account compared to when this video was recorded.

Learn how to apply, modify, or delete templates from the Plans tab, and customize evidence-informed templates from the Integrative Medical Advisory Team before sending or publishing your plan.

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