Managing Sample Form Templates

When Forms is enabled for your practice, various Sample Form templates will be uploaded to the Templates workspace. These templates provide a defined starting point to copy or modify to meet the requirements of your practice. Each form template will be clearly named with (Sample) and set to Draft, allowing practices to review the structure before activating.

Adding Sample Form Templates

You can add a copy of the Sample Form Templates to your practice at any time if:

• Sample forms did not upload successfully when the feature was enabled.
•  Modifications have been made to the original templates uploaded to FYI.

The Sample Form Templates can be downloaded from the Download Files section at the bottom of this article.

Step 1 - Upload the Template (Drag and Drop)

The drag-and-drop method is the most efficient way to add sample form templates to your practice.

1. Download the Sample Form Templates from the bottom of this article - refer to Download Files.
    
2. In FYI, click the Knowledge menu option.
    
3. Go to the Templates tab.
    
4. Drag and drop one or more files onto the Knowledge - Templates tab. A message will be displayed at the bottom of the screen, "Drop a file to upload," with the file icons. 
    
5. The Import Drawer will be displayed, listing the files to be uploaded.
   
6. The Cabinet will be automatically set to Templates. If categories have been enabled for the Templates cabinet, these can be updated as relevant to the Templates being created.
    
7. If you have uploaded a single file, you will be able to update the Template Name and Name. For multiple files, the file name will be used automatically, and you will be able to update the name after the files have been imported.
    
8. Click Create.
    
9. The files will be imported, and displayed in the Templates list as drafts.

Step 2 - Update the Filing details

1. Click on the imported sample form in the Knowledge list to display the Form drawer.
   
2. Update the Template Name if required. This field is used to identify the template internally and is displayed when users are selecting a Template to create a report.
    
3. Update the Name if required. The Name is used when a report is created from the template and is displayed in Document Lists. 
   
   Tip: Use Merge Fields to customise the name each time a form template is created. Refer to Formatting Merge Fields for detailed information on available formatting options. Sample Report Names have been provided below in the section Latest Master Report Template Versions.
    
4. Click the Filing heading to expand the section.
   
5. Select the Filing Categories (if configured for the Templates cabinet).
   This determines how the form will be shown in the Knowledge Templates list.
   Note: The Cabinet is always set to Templates and cannot be changed.
    
6. Click the AutoFile Defaults heading to expand the section.
    
7. Select a Cabinet from the drop-down.
   When the report is created from the template, it will be automatically filed to this cabinet.
   Note: To create a Cabinet specifically for reports, refer to Managing Cabinets.
    

Step 3 - Change Status to Active

When creating a form from a template, users will not be able to select templates with a "Draft" status.  After the Template has been uploaded and the Filing settings configured, the Status will need to be updated.

In the Filing section, change the Status to "Active".

Latest Sample Form Template Versions

Click the Sample Form Template name to download the template, or refer to the Download Files section below.

Updating the Master Sample Form Templates

When new versions of the Master Sample Form Templates are available, you can download the latest version and upload it to your practice.

Note: Existing form template versions cannot be updated. We recommend archiving previous templates and creating a new one.

Download Files