Create your first dynamic template (HPI note)

In about five minutes, you'll learn how to create a dynamic template in PhraseExpander.

This is demonstrated by creating an HPI template. You'll learn to:

  1. Create a dynamic form
  2. Use variables to request additional information
  3. Create text and list variables
  4. Use the if logic to customize your templates based on the gender
  5. Use the Yes/No/NA variables to create positive and negative phrases (ideal for describing symptoms)
  6. Create optional sections
  7. Add descriptions to items in a list and preselect the default choices

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