---
title: "Billing and Procedure Templates"
url: "https://help.healthbridgeclinical.co.za/en/article/how-to-create-templates-on-hbc"
language: "en"
last_updated: "2026-08-04T03:06:36.881Z"
---

# Billing and Procedure Templates

Templates allow you to create predetermined invoices based on frequently used items or frequently used procedure codes. This allows practices to pre-populate invoices based on these commonly used items which allows for ease during billing.

## 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.

![Diagnose and prescribe tab showing the Templates, Diagnosis, Medicine, Procedure, Consumable, and Review sub-tabs](https://cdn-assets.productfruits.com/611f0376-8583-46ab-9d53-f1cbbb7d5c54)

## 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.

![Templates sub-tab showing a Search for template field with No results found, and the current invoice line items below it](https://cdn-assets.productfruits.com/59307f49-764c-4229-953e-253f996a17fc)

## 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'**.

![Review sub-tab showing invoice type, place of service, and branch fields, a Save as template link in the top-right, and the Send to admin checkbox](https://cdn-assets.productfruits.com/3c43a973-fad4-4016-907a-df959953dfe2)

## 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'**.

![Add template dialog with a Replace existing template toggle, Template name field, and a table listing the Procedure 0190 line item with its quantity](https://cdn-assets.productfruits.com/7c875bc5-f858-4955-8c7d-f6ac6730f5a3)

![Add template dialog with the template name Standard Consultation typed into the Template name field](https://cdn-assets.productfruits.com/b2b69806-49cc-4735-bc44-e8b5aec89aab)

> **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.

![Templates sub-tab showing two saved templates, Standard Consultation and Two Words, as clickable pills above the invoice line items](https://cdn-assets.productfruits.com/bdc4cbb8-70f6-435e-addd-bd8f8a33fb86)

![Confirmation toast reading Template Standard Consultation added to consultation](https://cdn-assets.productfruits.com/e7d1e95a-92b6-4d28-b417-471501a6f562)

> **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.