Customise a copy of a report or invoice template in Practice Management

Follow these steps to make a copy of a default template that you can customise.

In Practice Management, select Tools
, then Manage Reports.

Select Manage Report Templates
.

Highlight the report you want to copy, then select New
, then Create a copy of
.

Select Refresh Permission List
, then close the Manage Report Templates screen.

Select Tools
, then Manage Roles
.

Select your role from the Role Permissions
dropdown list. Make sure that Report Availability
is turned on.

Select Save
and restart Practice Management.

Select View Bill
and then the copy of the template you just created.

If the template opens and displays correctly, follow the next steps to edit the name, default options, and description.

Select Tools
, then Manage Reports
.

Select Manage Report Templates
.

Select the copy of template and then Edit
.

Rename the template and select any availability options and default choices.

Select OK
to save your changes.

This article applies to: