Templates & Documents - An overview

Article author
Kacper Gladys
  • Updated


Templates are stored within the ‘Templates’ section of the Meddbase application. They can be accessed via Start Page > Templates.

Before you create a template you should decide:

  • Where a template should be saved
  • What name should be given to a template
  • Who should have access to the template and under what conditions.


Saving a template in an appropriate folder will help you to organise your documents. Notably:

  • Patient templates can only be created when you enter the Patient Record page or Appointment page.
  • Global templates can be created anywhere within your system.

Therefore, it is crucial to decide when documents might be needed and where they should be stored.


Document Types

Sub-folders are called Document Types. You can create as many of them as you need. Please see the article How to Create a Document Type for more information.


Template Codes

Template codes enable you to insert placeholders into templates that can be used to produce a document which incorporates values from a record. This means you can have just a few types of templates and be able to create hundreds of documents for your patients, companies, doctors and others with just a few clicks. 

As an example, we have the template codes

{Patient.Surname}, {Patient.Dob}

When used in a template to produce a document, these codes above will print the patient’s surname and date of birth. You just need to make sure that you create a document from the specific patient’s Documents section. Otherwise, the system will not know what patient you want to refer to.


Finding template codes

You can find a full list of template codes in other Knowledgebase articles by:


Text templates and documents

Meddbase allows you to create different types of templates.


Creating Text templates

First, let us have a look at text documents, which you will probably use most frequently.

To create a text template:

1. From the Start Page click on the 'Templates' tile

2. Then select New > Text template


3. In the New text template dialogue that appears

3.1 Add a Name for the template

3.2 Select the Type for the template

3.3 Select the Chamber

3.4 Select the Policy

(when not sure of the policy settings, leave it as default).


3.5 Click on Create

4. In the next New text template dialog that appears, click on Open


You are then in the Document Editor.


The Document Editor


The Document Editor allows you to create documents in a similar way to many other online document editors. You can easily;

  • Change the font properties
  • Upload images
  • Add links
  • Create tables
  • Add numbered lists and more.

Using Stylesets

To maintain the consistency of your documents, you can define Stylesets via either of the following options

  • Admin > Common Catalogues
  • Admin > Common Catalogues > Document Editor Stylesets.

There is a separate article on Stylesets.


Word templates

Meddbase allows you to create, upload and edit Word templates and documents. However, you need to have the Meddbase Document Manager installed on your computer (when using Windows PC).

You can download the Manager from the Start Page, by clicking on 'Document Manager' on the 'Links' tile.


You might also add a rule under your system settings, which will state that every .meddbase file opens with the Document Manager.


Structured templates

A structured template consists of sections, which can be templates (also existing separately) and can be displayed depending on specific conditions.

For example, a structured template can display different content depending on the patient's gender or pathology results.

Click here for a detailed article on How to create a Structured Text Template.


Review date

This article was last updated on 26 July 2021 in the context of Meddbase version