Consultation Templates

Templates are reusable content blocks that you can apply when creating consultations or prescriptions. They save you from typing the same structure repeatedly and help maintain consistent documentation across your practice.

To access templates, go to Settings > Office and select the "Templates" tab.

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Templates table

The templates list shows all templates in your office:

Column	Description
Title	The template name
Description	A brief description of the template's purpose
Created At	When the template was created
Actions	View details or delete

Searching templates

Use the search bar to filter templates by name. Results update as you type.

Customizing visible columns

Click the "View" button to toggle column visibility.

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Creating a new template

1. Click the "New Template" button.
2. A dialog appears with the following fields:

Field	Description	Required
Template name	A descriptive name for the template	Yes
Description	What the template is used for	No

3. Click "Create Template".
4. The template is created and the editor opens.
5. Write the template content using the rich text editor. You can use all the same formatting tools available in the consultation editor:
   • Headings, lists, tables
   • Text formatting (bold, italic, etc.)
   • Colors and highlights
   • Images and links
6. Click "Save Template" when done.

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Example templates

Here are some ideas for templates you might create:

Template name	Description
General Consultation	Standard consultation form with sections for complaint, examination, diagnosis, and treatment
Follow-up Visit	Simplified template for return visits
Prescription	Standard prescription layout with patient info, medication, dosage, and instructions
Lab Request	Laboratory test request form
Medical Certificate	Template for issuing medical certificates
Referral Letter	Template for referring patients to specialists

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Editing a template

1. Click on a template in the list, or click "View Details" from the actions menu.
2. The template editor opens with the current content.
3. Make your changes using the rich text editor.
4. Click "Save Template".

A notification confirms: "Template updated successfully".

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Deleting templates

Single template

1. Click the actions menu (three dots) on the template row.
2. Select "Delete".
3. A confirmation dialog appears. Type "DELETE" to confirm.
4. Click "Delete".

Bulk delete

1. Select multiple templates using the checkboxes.
2. A toolbar appears showing how many templates are selected.
3. Click "Delete selected templates".
4. Type "DELETE" in the confirmation dialog.
5. Click "Delete".

danger

Deleting a template is permanent and cannot be undone. Existing consultations and prescriptions that used the template are not affected — they keep their content.

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Using templates

Templates are applied when creating:

• Consultations — When starting a new consultation, you can select a template from the appointment creation form.
• Prescriptions — When creating a new prescription, you select a template that pre-fills the prescription content.

After applying a template, you can modify the content as needed. The original template is not affected by changes made to individual consultations or prescriptions.

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Empty state

If no templates exist yet, the page shows: "No templates found" with a "Create new template" button to help you get started.