Template


Last updated: 2026-03-29

Lab Templates Overview

The Templates module allows you to create and store standard, pre-written text formats for laboratory reports and medical results. Instead of typing out the same test parameters or standard medical notes every time, you can quickly load a template and just fill in the patient's specific results.

When Do I Use This?

  • When you are setting up standard result formats for common lab tests (e.g., Complete Blood Count, Urinalysis).
  • When you want to ensure all lab technicians and doctors are using the same language and formatting for specific reports.
  • When updating standard lab procedures or reference ranges in your printable reports.

How To Use

Creating a New Lab Template

  1. Navigate to the Templates section under your Laboratory menu.
  2. Click the + New button.
  3. Enter a clear Name and a short Code for the template.
  4. If this belongs to a specific group, select a Parent template or folder.
  5. Write or paste your standard report format into the Body field.
  6. Make sure the Active checkbox is ticked so your staff can use it.
  7. Click Save.

Editing an Existing Template

  1. Find the template in the list or use the search bar.
  2. Click on the template to open it.
  3. Make your necessary changes in the Body field.
  4. Click Save to update the standard format for everyone.

Field Descriptions

Field Name Description
Name The full, descriptive title of the template (e.g., "Standard Lipid Panel Results"). This is what staff will look for.
Code A short, unique abbreviation used to quickly search for the template (e.g., "LIPID-01").
Parent Allows you to group templates. You can link this template to a broader category or main folder (e.g., grouping all blood tests under a "Hematology" parent).
Active Check this box to make the template visible and usable by staff. Uncheck it to hide outdated templates without deleting them.
Body The main content area. This is where you type the actual boilerplate text, layout, or standard notes that will be inserted into the lab report.
Tip: If a testing method changes, don't delete the old template. Simply uncheck the Active box and create a new version. This preserves your historical records and prevents staff from accidentally using an outdated format.