How do I use custom templates for client batch exports? (FAQ)

Solution:

You can use custom templates for the following sections of client batch exports:

• Care plan
• Visit attachments
• Daily summary
• Cover page
• Service task details

To use this feature, the Custom Form Templates feature flag must be enabled in Settings > Features.

To manage templates for client batch exports, employees must be in a role with the following ACLs enabled:

• Workflow > Upload custom form templates, which allows employees to access the Document Templates tab and view and download templates. This permission is also used for custom form templates.
• Customer > View/edit custom document templates, which allows employees to upload and delete custom document templates for client batch exports.

For more information on custom templates for client batch exports, check out this Zendesk article: How do I use custom templates for client batch exports?

Notes:

• You can troubleshoot the issues explored in this article in your staging environment.
• If the issue is not resolved after going through the steps in this article, please search through other related Zendesk articles or have your super user submit a Zendesk ticket.
• For a full list of FAQs related to Care Planning & Delivery, check out this section in Zendesk.