Selecting a Report Template

Report templates are predefined sections, subsections, fields, and text that allow you to report on specific scenarios quickly. When you open a report for dictation, InteleViewer matches your order with the most appropriate template, according to matching rules specified in the Manage Template Matching window.

The matched template opens automatically in the Multi-Method Reporting window. You can select a different template if you choose.

To select a report template:

Do the following:
- Select a template from the Templates menu. The Templates menu lists all available report templates. You can choose which report templates appear in the Templates menu by using the Manage Template Matching window. See Hiding Report Templates from the Templates Menu.
The new template appears in the Report Editor. If you change the report template after editing the draft report, you are warned that all your modifications will be discarded. If you confirm, the selected template replaces all sections, subsections, fields, and text in the Report Editor.