How do I use custom templates for client batch exports?
You can use custom templates for the following sections of client batch exports:
- Care plan
- Visit attachments
- Daily summary
- Cover page
- Service task details
To use this feature, the Custom Form Templates feature flag must be enabled in Settings > Features.
To manage templates for client batch exports, employees must be in a role with the following ACLs enabled:
- Workflow > Upload custom form templates, which allows employees to access the Document Templates tab and view and download templates. This permission is also used for custom form templates.
- Customer > View/edit custom document templates, which allows employees to upload and delete custom document templates for client batch exports.
For more information, check out this Support Article: How do I use custom templates for client batch exports?
💡 Support Tip: You can troubleshoot the issues explored in this post in your staging environment
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If issue is not resolved after going through the steps in this guide, please search through Zendesk articles or have your super user submit a Zendesk ticket.
For a full list of FAQs related to Care Planning & Delivery, check out this post.
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