Managing Templates and Macros
Templates and macros are managed directly from the Report Editor toolbar. You can create personal shortcuts or, with the right permissions, share them with your team.
Managing Macros
Section titled “Managing Macros”Click Macros (lightning bolt icon) in the editor toolbar to open the Macro Manager.
Browsing Macros
Section titled “Browsing Macros”Macros are organized into three tabs:
- Default — system macros available to everyone
- Team — shared by your team
- Personal — your own macros
Use the filters to narrow results by modality, category, or language. Click a macro to preview its content in the right panel.
Creating a Macro
Section titled “Creating a Macro”- Click Create Macro
- Fill in the form:
| Field | Required | Description |
|---|---|---|
| Macro Name | Yes | A descriptive name |
| Trigger Command | Yes | The shortcut you’ll type (e.g., normal-chest becomes /normal-chest) |
| Category | No | Group by anatomy or purpose (e.g., Findings, Impression, Chest) |
| Description | No | Brief note about what the macro does |
| Language | No | Defaults to your reporting language |
| Modality | No | Limit to a specific modality (e.g., CT, MR) or leave as Generic |
| Scope | No | Personal (default), Team, or System |
- Write the macro body in the editor — full formatting is supported
- Click Create Macro
Editing and Deleting
Section titled “Editing and Deleting”- Click the pencil icon on any macro you own to edit it
- Click the trash icon to delete (requires confirmation)
- Click the eye icon to disable a macro without deleting it
Permissions
Section titled “Permissions”- Any user can create personal macros
- Manage Templates permission is required for team macros
- Manage System Templates permission is required for system (default) macros
Managing Templates
Section titled “Managing Templates”Click Templates (document icon) in the editor toolbar to open the Template Selector.
Browsing Templates
Section titled “Browsing Templates”Templates are organized into the same three tabs: Default, Team, and Personal. Filter by language and modality using the buttons at the top. Click a template to preview it, or double-click to apply it immediately.
Creating a Template
Section titled “Creating a Template”- Click Create Template
- Fill in the form:
| Field | Required | Description |
|---|---|---|
| Template Name | Yes | e.g., “CT Chest Normal” |
| Modality | Yes | Which imaging type this template applies to |
| Category | No | Normal, Abnormal, Generic, or Custom |
| Language | No | Defaults to your reporting language |
| Scope | Yes | Personal, Team, or System |
| Procedure Codes | No | Link procedure codes for automatic template matching |
| Description | No | Brief description of the template |
- The template body pre-fills with your current editor content (if any)
- Click Create Template
Editing and Deleting
Section titled “Editing and Deleting”- Click the pencil icon on any template you own to edit
- Click the trash icon to delete (requires confirmation)
Coded Fields (Advanced)
Section titled “Coded Fields (Advanced)”Expand the Coded Fields section to override the default LOINC codes for each report section (Clinical History, Technique, Comparison, Findings, Impression). These codes are used in HL7/FHIR messages when reports are transmitted to external systems.
Permissions
Section titled “Permissions”- Manage Templates permission is required to create or edit team templates
- Manage System Templates permission is required for system (default) templates