Billing and Procedure Templates
Billing and Procedure Templates
What: A reusable bundle of billing line items, procedures, diagnoses, medicines, or consumables, saved from a real invoice so you can add the whole set to a future consultation in one click.
Why: Skips re-capturing the same combination of billing lines for routine visit types, like a standard consultation or a common procedure bundle.
When: Once you've built an invoice you'll want to reuse, and every time afterwards that a similar visit comes up.
Not the same as Letters, SMS, or Custom Visit Templates: This is specifically for billing/invoice line items. For letter and SMS wording, see Customizing Letters and SMS. For consultation note field layouts, see Custom Visit Templates.
Steps
1. Build the invoice you want to reuse
Location: Consultation › Diagnose & prescribe tab
Start a consultation and capture whatever combination of Diagnosis, Medicine, Procedure, and Consumable lines makes up the visit type you want to save, for example, a standard consultation code plus a specific procedure you always bill together.
2. Check the Templates sub-tab
Location: Diagnose & prescribe › Templates
Click the 'Templates' sub-tab, it sits first, before Diagnosis, Medicine, Procedure, and Consumable. This is both where you'll search for and apply a saved template later, and where the billing lines you've captured so far are already listed at the bottom.
3. Click 'Save as template' on the Review sub-tab
Location: Diagnose & prescribe › Review
Click the 'Review' sub-tab (the last one, next to Consumable). In the top-right corner, click 'Save as template'.
4. Name the template and save
Location: Add template dialog
An 'Add template' dialog opens, listing every line item that will be included with its quantity, remove any you don't want with the delete icon on that row. Type a Template name and click 'Save'.
Names must be unique, and the dialog doesn't tell you why it's stuck: If a template with that exact name already exists, 'Save' silently does nothing, the field just stays invalid with no visible error message. If clicking Save doesn't close the dialog, try a different name, or turn on 'Replace existing template' if you specifically want to overwrite one with the same name.
5. Reuse the template on a future visit
Location: Diagnose & prescribe › Templates
Next time you need this combination, open the 'Templates' sub-tab, search for it by name if you have several saved, and click it. Its line items are added straight to the current invoice.
You should see: a confirmation toast reading "Template '[name]' added to consultation", and the saved line items appear in the invoice below.
Frequently asked questions
Q: Can I also build templates in myMPS instead?
Yes. Templates created under the 'Admin' section in myMPS sync automatically to Healthbridge Clinical, including an option to 'replace existing template' when updating one.
Q: Can I delete a saved template?
Clicking a saved template's info icon on the Templates sub-tab opens a preview of its line items, but doesn't offer a delete option. To retire a template, use 'Replace existing template' to overwrite it with something else, or manage it from myMPS Admin.
Q: Is a template shared with other providers in my practice?
Templates are tied to your own billing patterns rather than announced practice-wide the way Letters & SMS templates are, build the combination that matches how you personally bill for that visit type.
Q: What's the star icon next to a line item for?
That's a separate, smaller shortcut, it adds just that one line item to a favourites category for quick access next time, rather than saving the whole invoice as a template.