Download Document Templates from TX Forms Library

This article will help you access and save customized templates for letters, progress reports, assessment reports, SOAP notes, and other medical documents, for use in a patient’s case.

In Universal Scheduling, go to View > TX Template Library, or Log in to TX Forms Library from the Windows Start menu.

Download

1. Select a template from the list.
   Tip: To preview before downloading, simply double-click on a template.
2. Click Download form.
   
3. Select the category where you want to save the form or create a new one, then click Apply.

Note: To learn how to create preset categories, see the Create and Manage Preset Categories article.

Access Saved Templates

Before you begin, open a patient case in the Patient Manager.

1. Select your desired Template Type.
2. Click Open. The system opens the document in the Text Editor.
3. Fill out the document, then click Save File.
4. In the Save Document window, enter a unique and descriptive Document Name (e.g. Progress Report 3).
   Tip: You may also want to change the Create Date, the Staff Name (defaults to the signed-in user), and enter a brief Description (optional).
   Note: If the document name is identical to another document in the system, you will be notified and prevented from saving the document until you enter a unique name.
5. Click OK.