Help center

crossuite.com

Create/Edit Report/Document Template

To create a new template, go to the settings and click on [Documents] and then on [Document template].

Please note: The standard request forms in Crossuite QI are system templates that you canโ€™t modify yourself. They can only be changed by Crossuite and are generally based on documents from RIZIV. If you want to add your own details or branding, create a separate standard blank letter template, for example, to generate reports.

Now the screen to configure your template will open.
Here you set the following settings:

  1. Title

  2. Type: Here you choose between different types of templates: Report, Request, Draft, etc.

  3. Language

  4. Specialization: Here you choose for which practitioners with which specialization/discipline it should be available.

  5. Location

After setting this, click on [+ Create cloud document] to start creating your own report template.
Or, if it has already been created in a Word version, upload it via the [Choose a file (.docx)] option.
To then save the template in your documents library, click on [Create template].
It is best to create a new template based on an existing one.

Create your own document

After clicking on [+ Create cloud document], you will enter the editor.
After this, you will get a blank document. On the left side, you have options to add auto fields (fields that are automatically filled in per patient).
You use these to build your own report/document.
Edits are saved automatically; after the edits, you can close this template.

Then click on [Create template] to save the report/document.

Did this answer your question?
๐Ÿ˜ž
๐Ÿ˜
๐Ÿ˜