Set up report templates in Medrecords AI
A template sets the sections and layout of a report in Medrecords AI. Each report type has a built-in template. You can copy one and change its sections, or build a template from up to 6 of your own past reports so new reports match your style. Your templates live under Settings.
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Find your templates
- Open Settings.
- Go to Report templates.
Each template card has a tag:
| Tag | What it means |
|---|---|
| Built-in | Made by us. You can copy it but not change it |
| Yours | Made by you. You can edit or delete it |
| Your default | Used first for that report type |
| Choose explicitly | Written for 1 side. Never picked for you, you must choose it |
Press Full template on any card to see every section and its instructions.
Copy a built-in template
- Find the built-in template.
- Press Duplicate.
- The editor opens with the name "(copy)" added. Change what you need.
- Press Save template.
The copy is yours. It does not change when the built-in one changes.
Build a template from your own reports
- Press New template.
- Pick the Report type.
- Under Start from, pick Your own reports.
- Press Continue.
- Upload 1 to 6 reports you wrote, as PDF or Word files.
The template follows their layout and writing style, and takes your letterhead, page and fonts. More reports give a closer match.
To start from the built-in layout instead, pick The built-in template in step 3.
Edit a template
Press Edit on 1 of your templates. You can change:
- Name, such as "Defense IME review"
- Report type
- Applies to: any case type, or just 1
- Content. Each Heading 2 is a section of the report.
Press Save changes.
Be careful with Start from in the editor. Switching it replaces your content with the built-in template.
Set your default
Press Use as default on 1 of your templates. You can have 1 default for each report type and case type. Press Stop using as default to go back to the built-in one.
When you create a report, your default shows first. You can still pick another. See create a report.
Delete a template
Press Delete template on 1 of your own. Built-in templates cannot be deleted.
Related help
- Create a report in Report Studio
- Set your role
- Export your work
- Read more about report writing instructions.
Facts checked against the Medrecords AI app code on 2026-10-24.