Smart EMR - Templates & Resources

Copy the files you need to complete your Smart EMR setup.

Setup Files — This page contains the files you need to complete your Smart EMR setup. Follow the complete documentation for instructions on where to use these files.

Document Templates

Smart EMR uses 6 Google Docs templates for printing prescriptions, lab orders, medical reports, and referral letters. You need to copy these templates into your Smart EMR folder.

📂 Open Shared Templates Folder
📄
Medical_Report_Template A4
Full-page medical report with letterhead
📄
Referral_Letter_Template A4
Referral letter with letterhead
📄
Rx_Full_Template A5
Prescription with full letterhead
📄
Rx_Content_Template A5
Prescription content only (for pre-printed paper)
📄
Orders_Full_Template A5
Lab/imaging orders with full letterhead
📄
Orders_Content_Template A5
Orders content only (for pre-printed paper)

How to copy the templates to your Smart EMR folder:

  1. Open the shared folder above
  2. Select all 6 files → Right-click → Make a copy
  3. The copies will appear in your My Drive (named "Copy of ..." at first)
  4. Navigate to your Smart EMR folder: My Drive > AppSheet > data > SmartEMR-XXXXX
  5. Inside that folder, create a subfolder called Templates
  6. Move all 6 copied files into the Templates subfolder
  7. Rename each file to remove the "Copy of " prefix
⚠️ Important: Do NOT download and re-upload the files. Downloading converts them to .docx format which will not work with Smart EMR. Always use "Make a copy" inside Google Drive to keep them as native Google Docs.

Integration Script (Apps Script)

This script connects Smart EMR to the AI Clinical Documentation Assistant (CDA). You need to paste this code into your Google Sheet's Apps Script editor.

CDA_Integration.js
Version 4.10 — 1,372 lines

How to add the integration script:

  1. Open your Visits spreadsheet in Google Sheets
  2. Click Extensions → Apps Script
  3. Select all existing code (Ctrl+A) and delete it
  4. Click the "Copy Script Code" button above
  5. Paste into the Apps Script editor (Ctrl+V)
  6. Click the save icon (💾) or press Ctrl+S
  7. Select setupIntegration from the function dropdown
  8. Click the ▶ Run button and authorize when prompted
  9. You should see "CDA Integration Active!" in the execution log
Need Help? Follow the complete documentation for step-by-step setup instructions, or check the FAQ for common questions. Contact us at support@ai4docs.ai.