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.
How to copy the templates to your Smart EMR folder:
Open the shared folder above
Select all 6 files → Right-click → Make a copy
The copies will appear in your My Drive (named "Copy of ..." at first)
Navigate to your Smart EMR folder: My Drive > AppSheet > data > SmartEMR-XXXXX
Inside that folder, create a subfolder called Templates
Move all 6 copied files into the Templates subfolder
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:
Open your Visits spreadsheet in Google Sheets
Click Extensions → Apps Script
Select all existing code (Ctrl+A) and delete it
Click the "Copy Script Code" button above
Paste into the Apps Script editor (Ctrl+V)
Click the save icon (💾) or press Ctrl+S
Select setupIntegration from the function dropdown
Click the ▶ Run button and authorize when prompted
You should see "CDA Integration Active!" in the execution log