How to Create and Manage Document Templates

Creating and Managing Document Templates

Document templates are pre-written documents with merge fields that you can reuse to create new documents quickly.

How to Get There

Document templates live in the Configuration workspace, not the main clinical app — so you switch workspace first, then open the page.

1. At the very top of the left sidebar, click the workspace switcher (the button showing where you are now, e.g. "Home"). You can also press Ctrl / ⌘ + ., or simply press 4.
2. Choose Configuration.
3. In the Configuration sidebar, find the Documents group and click Templates (the document icon).

That opens the Document Templates page (its web address ends in /app/document-templates).

Note: You need Settings access to see this — the Settings: view or Settings: manage permission. If the Documents group is not in your Configuration sidebar, ask whoever manages your practice's user roles to give you Settings access.

What Templates Contain

• Pre-written content -- standard text for common letter types
• Merge fields -- placeholders that fill in patient and practice data
• Formatting -- headings, lists, and structure

Creating a Template

1. Open the Document Templates page (see How to Get There above)
2. Create a new template
3. Write the content and insert merge fields
4. Save the template

Using a Template

When creating a new document, choose a template as the starting point. The template content is copied into the new document, where you can customise it before sending.

Managing Templates

Edit or delete templates from the Document Templates page. Changes to a template do not affect documents already created from it.

Tip: Keep templates focused on a single letter type. Create separate templates for referrals, results letters, and discharge summaries rather than one catch-all template.