---
title: Automating Commands into Templates
description: Learn how to automate Canvas EHR templates using commands to streamline documentation, reduce clicks, and simplify clinical workflows.
---

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# Automating Commands into Templates

## A step-by-step tutorial showing how to embed automated commands directly into structured templates in Canvas EHR to speed up documentation and reduce manual entry.

<https://www.loom.com/share/8740ded8c314406f9eac6f6ecacc8c00>

[Automating Commands into Templates - Watch Video](https://www.loom.com/share/8740ded8c314406f9eac6f6ecacc8c00)

<https://www.loom.com/share/8740ded8c314406f9eac6f6ecacc8c00>[![](https://cdn.loom.com/sessions/thumbnails/8740ded8c314406f9eac6f6ecacc8c00-290e0d6724ed0a09-full-play.gif#t=0.1)](https://www.loom.com/share/8740ded8c314406f9eac6f6ecacc8c00)

### Purpose of this Video

This video helps nurse practitioners and administrative staff understand how to combine **commands** with **templates** inside Canvas EHR. By linking commands (such as orders, diagnoses, or tasks) into reusable structured templates, users can automate repetitive charting steps, improve accuracy, and maintain consistency across clinical workflows.

---

### What You’ll Learn

- How to open and edit a **structured template** within Canvas EHR
- Adding **commands** into templates to trigger automated actions (e.g., inserting orders, tasks, or notes)
- How command-driven templates streamline charting for common visit types or follow-ups
- Using **commands for protocol-based documentation** to standardize care delivery
- Tips for testing templates and ensuring commands fire correctly
- Best practices for updating templates as workflows or protocols evolve

---

### Key Takeaways

- Embedding commands inside templates transforms static text into **actionable workflows**.
- Automating common clinical steps (like adding diagnoses or ordering labs) reduces repetitive data entry.
- Command automation ensures consistency, accuracy, and compliance with practice standards.
- Regular review of automated templates helps maintain efficiency as your workflows grow or change.
- Combining templates and commands is a key strategy for scaling your team’s documentation efficiency in Canvas EHR.

- [Canvas EHR](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#main-content)

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