PDF Templates fill your own forms, such as referral or work notes, with details from an encounter.
Plan availability: PDF Templates are available on the Intensive plan or higher. See pricing and plans.
How to access: Left sidebar -> Settings -> PDF Templates. It has four tabs.
| Tab | What it does | | --- | --- | | My Templates | Your saved templates. Edit or delete them here. | | Template Builder | Upload a PDF and place fields on it. | | Template Tags | Create custom tags for your templates. | | System Defaults | Ready-made templates for your country and region. |
Build a template
- Go to Template Builder.
- Click Choose PDF and pick a file up to 10 MB.
- Drag the Text Field element onto the PDF where a value should appear.
- Save the template.
Create a custom tag
- Go to Template Tags.
- Under Add New Tag, enter a Label and a Value.
- Click Add.
Tags are placeholders that are replaced with real values when a document is made.
Use a ready-made template
Go to System Defaults, choose a Country and Region, then browse the available templates.
Fill a template from an encounter
Open a completed encounter -> three-dot menu above the note -> Fill PDF Template.
Troubleshooting
- My PDF will not upload: Check that it is under 10 MB and is a PDF file.
- No templates found: Build one or browse System Defaults.
- Fields are in the wrong place: Open the template in My Templates and move the fields.
- PDF Templates is locked: Check Settings -> Subscription -> Plan & Add-Ons.