Classic Templates and Favourite Codes

There are two template modes - Classic v.s. Universal templates

Classic Mode: Set up Templates and Favourite Codes separately

Universal Mode: This is a new template mode that was implemented in the system in April 2022. The universal mode combines the Templates and Favourite Codes functions and synchronizes the templates between the web app and the mobile app in real time.

The Classic Templates and Favourite Codes features are only visible to the users who created templates or favourite codes before April 2022.

Users are able to configure up to 20 different service codes, which can be quickly selected when creating new claims.

To set up the most frequently used codes, go to the Settings (under username)→ select My Preferences on the left menu→ scroll down to TIME SAVING FEATURES (Advanced) → select Enable Favourite Service Codes → Save All Preferences

Related: How to Organize my Favourite Codes

A classic template contains the following variables:

To add templates, go to Settings (under username) → Add Template under "My Templates"

Watch this video for more details on how to set up classic templates and favourite codes.

No. For the first time when switching from the Classic Mode to the Universal Mode, you will have the option to migrate your pre-existing Favourite Codes to the Universal Templates. They will also become available in the mobile app templates. You can switch between Classic Mode and Universal Mode at any time and the pre-existing templates and favourite codes will not be lost.

Please refer to Universal Templates for more information.