How to Create and Manage Label Templates

Sensei Cloud allows you to create label templates which you can then use to print labels for patients for various purposes. For example, you can print a patient address label for a mailing envelope or print a label for a patient chart, using a locally-installed label printer of your choice. 

To access the Label Templates screen, from the Administration tab, select Templates > Label Templates. You must have Administrator permissions to create and edit label templates. 

The available label template categories are: Patient, Patient Chart, Responsible Party, Insurance, and Referral.  

Existing templates are listed on the left side panel. There are five existing system-supplied default templates, one per each category. The appropriate merge fields are included for each template.

Default templates are indicated by a green-filled star. Click the star icon next to a template name to make it the new default template for the category. 

Note: You can filter the available templates by one or more of the available categories. Click Reset to remove the filters from the template list. 

To create a new label template:

1. Under Actions, click Create New Template. The Label Template window is displayed. 
   
2. Select a template category from the drop-down list.
3. Enter a template name.
4. Enter the height and width (in inches) for the label. 
   Note: You can adjust the size to meet the defaults for your label printer.
5. Select whether the template is the default for the template category. 
   Note: You can also select defaults from the Template List, by toggling the star icon. 
6. Select a status. This defaults to Active.
7. Use the text controls to create the body of the template.
8. Click Add Merge Fields to insert merge fields where the cursor is currently located in the template.
   Tip: You can search for a specific merge field or use the drop-down list to filter the merge field list to a certain merge field category.
9. To import an image into the template, click the Image icon and select the file to upload. Use the controls to adjust the image, and click Add. 
10. Click Save Template.

From the Actions menu, you can also: 

• Edit Selected Template: Select an existing template and make changes as needed.
• Copy Selected Template: Copy an existing template and assign a new name or format.
• Delete Selected Template: Remove a template from the list.
  Note: The five system supplied templates cannot be deleted. However, you can edit the templates or change the default templates.

Using Label Templates

You can print labels using the label templates that are available for your practice from various locations within the software, including the Patient Home page, Patient Record, Patient Correspondence, and Patient or Location Claims Management screen. See How to Print Labels for more information.