---
title: How to Create and Use Medical Templates
description: Medical Templates in Helix allow healthcare professionals to standardize documentation for patient diagnosis and treatment. These templates can be customized with department-specific fields and shared across branches, making it easy for doctors and nurses to quickly fill out relevant medical data. This article explains how to create a medical template and how to use it within a patient’s medical record.
---

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December 16, 2025

# How to Create and Use Medical Templates

## Overview  Medical Templates in Helix allow healthcare professionals to standardize documentation for patient diagnosis and treatment. These templates can be customized with department-specific fields and shared across branches, making it easy for doctors and nurses to quickly fill out relevant medical data. This article explains how to create a medical template and how to use it within a patient’s medical record.

#### **Part 1: Creating a Medical Template**

**Step 1: Go to the Medical Template Settings**

- Navigate to **Control Panel \> EMR Settings \> Medical Templates**
- View existing templates or click the ➕ icon at the top right to create a new one.

![Screenshot 2025-07-17 at 11.57.19 AM](https://help.helixbydoctors.com/hs-fs/hubfs/Screenshot%202025-07-17%20at%2011.57.19%20AM.png?width=339&height=292&name=Screenshot%202025-07-17%20at%2011.57.19%20AM.png)

![Screenshot 2025-07-17 at 11.58.23 AM](https://help.helixbydoctors.com/hs-fs/hubfs/Screenshot%202025-07-17%20at%2011.58.23%20AM.png?width=432&height=114&name=Screenshot%202025-07-17%20at%2011.58.23%20AM.png)

**Step 2: Enter Template Information**

- In the “Add Medical Template” form, fill out:
  
    - **Departments** (where the template will be used)
    - **Share With Branches** (choose branches or toggle **All Branches** to make it global)
    - **Template Name** and **Description**

**![Screenshot 2025-07-17 at 11.59.40 AM](https://help.helixbydoctors.com/hs-fs/hubfs/Screenshot%202025-07-17%20at%2011.59.40%20AM.png?width=545&height=175&name=Screenshot%202025-07-17%20at%2011.59.40%20AM.png)**

**Step 3: Add Field Groups**

- Under the **Groups** section:
  
    - Enter a **Group Name**
    - Add **Field Names**, select **Type** (Short Text, Long Text, Number, Toggle, Radio buttons, List(single and multi select, Image, etc.), define **Values** if needed, and mark fields as **Required** where applicable.
    - You can add multiple groups and fields.
- A real-time **Preview** of your template appears on the right.

<iframe data-hsv-src="https://play-eu1.hubspotvideo.com/v/145820380/id/254890250467" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="254890250467" data-hsv-style="" data-hsv-width="3418" data-hsv-height="1946" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

**Step 4: Save the Template**

- Click **Add** once you're done.
- The template is saved and becomes available for use by practitioners in the selected departments.

---

#### **Part 2: Using a Medical Template**

**Step 1: Open the Patient’s Medical Record**

- Navigate to a patient record with a service linked to a department that uses the medical template.

**Step 2: Select a Template**

- In the **Choose Medical Templates** dropdown, select the desired template.
- The selected template will appear below with all configured fields.

**Step 3: Fill and Save**

- Enter the medical information directly into the template fields.
- Click **Save** once complete.
- The filled-out template is saved in the patient’s **Medical Record** and **Medical History**.

<iframe data-hsv-src="https://play-eu1.hubspotvideo.com/v/145820380/id/254889466050" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="254889466050" data-hsv-style="" data-hsv-width="3418" data-hsv-height="1946" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

✅ **Tips**

- Only users with access to control panel & EMR settings (e.g., Admin or Clinical Ops) can create or edit medical templates.
- Templates must be assigned to at least one department to appear in the medical record.
- Toggle **All Branches** to allow cross-branch usability of a template.
- Medical practitioners can only view templates assigned to their department during consultation.
- Don’t forget to hit **Save** after filling in the template — this ensures the data reflects in the patient’s medical history.

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