Using document templates

What are document templates?

Document templates let you create reusable structures for clinical letters, reports, certificates, and other professional documents. You define the layout and variables once, then generate documents with patient and session data auto-filled.

Creating a template

1. Go to the Documents section and open the Templates tab.
2. Click New template.
3. Give your template a name and start building the content.
4. Use the rich text editor to format your document.

Generating a document

1. Open a patient's profile or a session.
2. Click New document and choose a template.
3. Delta will auto-fill available data from the patient and session.
4. Review, edit, and export as needed.

Exporting documents

You can export your generated documents as DOCX files for sharing or printing.