Version 1.0

Effective date:

Feb 5, 2026

Reading physician essentials

How to create reading physician–level templates


Step 1: Access Reading Physician–Level Templates


To get started, log in as a reading physician and navigate to your Profile. From there, open Custom Templates and Macros.



Step 2: Create a New Template or Macro


To create a new template, select Add Custom Template.

This opens the template creation screen.



Step 3: Name the Template and Select Exam Codes


In the template editor:

  1. Enter a template name

  1. Select the exam code or codes the template should apply to

  • You may select a single exam code or multiple exam codes


Once exam codes are selected, the template will be associated with those exam types.



Step 4: Configure the Template Structure


The template opens with predefined sections.

From here, you can:

  • Rearrange sections

  • Delete sections you do not need

  • Add new sections as required

All section controls are available directly within the template editor.


Step 5: Add Template Content, Forms, and Exam Fields


Within each template section, you can add content in multiple ways:

  • Enter custom text directly into the section

  • Insert forms by selecting Insert Forms, which adds all forms associated with the selected exam type

  • Insert individual forms by choosing specific forms from the list of available global forms


  • Insert exam fields, such as date of service or other exam data, which will automatically populate when the template is applied.


When an exam contains the selected forms or fields, that information will automatically populate in the report, reducing manual entry and improving consistency.



Step 6: (Optional) Set the Template as Default


Reading physician–level templates include an option that is not available at other template levels: Set as Default.

  • If Set as Default is selected, the template will override both global and group-level templates for the selected exam type.

  • If Set as Default is not selected, the template will be saved as an optional personal template and will not override existing defaults.


This setting can be changed later if needed.



Step 7: Save the Template


Once the template is configured, select Save.

The template will now appear in your personal template list under Custom Templates and Macros.


Step 8: How Templates Are Applied When Reporting


When you open an exam assigned to you, the system applies templates in the following order:

  1. If a reading physician–level template is set as default, it is applied automatically.

  2. If no default reading physician template exists, the group-level template is applied.

  3. If no group-level template exists, the global template is applied.

Even when a default template is applied automatically, you can still manually select:

  • Any of your personal templates

  • Any of your personal macros



Step 9: Create a Template Directly From the Reporting Screen


Reading physicians can also create templates while actively reporting.

While working in the reporting screen:

  1. Enter report content as usual

  2. Select the option to create a new template

  1. Enter a template name

  2. Save the template


The system automatically associates the template with the correct exam code. Once saved, the template becomes available for future exams.



Step 10: Admin-Created Templates for Reading Physicians


Administrators can also create templates on behalf of reading physicians.

To do this:

  1. Log in as an admin

  2. Navigate to the Radiologists section