Administration
Templates
There is no single template designer. Each kind of template is managed on the screen of the work it belongs to.
Written for: Organisation administrators · Clinical leads · RCM operations leads
Where each kind lives
| Field or control | What it means |
|---|---|
| Letter templates (RCM) | RCM Operations → Letters → templates. Letters with merge fields such as the client name, used by letter cadences. |
| Documentation templates (Rehab) | Rehab Administration → Documentation templates. The note templates are part of the product; this screen records your clinical lead's review. Marking a template validated removes the "unvalidated template" banner from notes written on it. Admin only. See documentation. |
| Intake and consent forms (Rehab) | Outpatient → Forms. Versioned: a patient's answers stay tied to the version they completed. See forms. |
| Intake forms and consents (Access) | ArkCloud Access → Intake forms and Consents. Consent documents are not versioned - see Access registration. |
| Import templates | Administration → Data Transfer → templates. Column mappings for importing data. |
| Message templates (RCM) | Communication Center, at /dashboard/communication. Email and SMS templates and the connectors that would send them. It is not linked from the sidebar, and nothing is sent unless a connector is actually configured. |