Template Management

Overview

The Template Manager in OmegaAI allows medical professionals to create, manage, and publish structured report templates. Templates define the layout, sections, and placeholder fields that auto-fill when a report is generated — streamlining documentation and ensuring consistency across reports.

Accessing the Template Manager

To open the Template Manager in OmegaAI:

• Open a study in the Document Viewer.

• Click the three-dot menu located above the document viewport.

• Select Template Manager from the dropdown list.

The Template Manager panel opens on the left, displaying all available templates.

Template Explorer

The count badge next to "Template Manager" shows the total number of templates available. Each item in the list shows the template name, modality (e.g. ALL, CR, MR, CT), body part, and the owner's name below. The currently selected template is highlighted with a blue left border and opens in the editor on the right. Hovering over a template card displays a live preview of the template.

Searching Templates — Click the search icon at the top of the sidebar to search for a template by name. Results update as you type.

Renaming a Template — Hover over a template card to reveal the action icons, then click Edit. The template name becomes an inline editable field — type the new name, then click the checkmark to confirm or ✕ to cancel.

Deleting a Template — There are two ways to delete a template: Single delete — hover over a template card to reveal the trash icon, then hold it to delete. Bulk delete — select multiple templates using the checkboxes, then click the trash icon in the bottom action bar. The bar shows the count of selected items (e.g. 2 Items) and a ✕ button to clear the selection. Deleting a template is permanent. It does not affect reports already generated from that template.

Creating a Template

There are two ways to create a template in OmegaAI:

Method 1: Upload a Template

Upload an existing template file in .pdf or .docx format. This is useful when you already have a structured report layout ready to import.

There are two ways to upload:

Option A: Click the Upload button — Click the Upload Template icon at the top of the Template Manager sidebar, then select your .pdf or .docx file from your computer.

Option B: Drag and drop**.** Drag your .pdf or .docx file from your computer and drop it onto the "Drop file to upload" area at the bottom of the sidebar.

In both cases, an upload progress notification appears at the bottom of the screen. Once complete, a confirmation toast displays "Uploaded," and the template automatically opens in the editor, ready for editing.

Tip: Not sure where to start? Use an existing Word or PDF report as your upload — it gives you a ready-made structure to build on rather than starting from scratch.

Method 2: Start with a Blank Template

Select Blank from the template list as a starting point. The blank template opens with three distinct areas:

• Header — hover over the top area to reveal and edit the header. Use this for facility name, logo, report title, or other information that should appear on every page.

• Body — the main content area. The hint "Type # to insert bookmark" is shown here as a guide. Add your report sections, text, and bookmarks in this area.

• Footer — hover over the bottom area to reveal and edit the footer. Use this for page numbers, disclaimers, or contact details.

Click directly on the Header or Footer area to start editing it. A small action panel appears on the right side with three options:

• Page Margin — opens a margin panel where you can set the Header from Top and Footer from Bottom distances in centimetres (cm).

  

• Page Number — opens a panel to configure the page number. Set the Position (Header or Footer), Number Format (e.g. 1 of 1), and Alignment (e.g. Right). A Reset option is available to restore defaults.

  

• Delete — hold to delete the header or footer from the template.

  

Step 1: Format the Document

Use the document toolbar at the top of the editor to format text — adjust font style, size, and colour, or insert images and tables to structure the content. You can also right-click within the document to access the same formatting options.

Learn more about toolbar features →

Step 2: Add Bookmarks (Placeholders)

Bookmarks are placeholders that get auto-filled when a report is generated. There are two ways to add them:

Method 1: Type # in the editor

Click anywhere in the document body and type # followed by the bookmark name (e.g. #patient). A dropdown list of matching bookmarks appears — select the one you need to insert at the cursor position.

Method 2: Drag and drop from the Bookmark Selector

Click the bookmark icon in the top toolbar to open the Bookmark Selector panel on the right.

You can search for a bookmark by name and browse by category. Drag any bookmark from the panel and drop it into the desired position in the document.

Bookmark Types

Type	Description	Examples
Picklists	Choose one value from a predefined list when the report is filled in	yes/no, right/left/both, normal/abnormal, none/mild/moderate/severe, positive/negative, cystic/solid/complex
Fields	Pre-built text blocks and report sections that insert structured content	Findings, Impression, Indication, Description, Measurement, Disclaimer
Categories	Auto-populated data pulled directly from the patient record and order via DICOM and FHIR	Patient Name, Date of Birth, Accession #, Study Description, Referring Physician, Date/Time Ordered

For a full list of supported Category bookmarks and their descriptions, see Bookmarks reference.

Creating Custom Picklists and Fields

Custom Picklists

1. Click the ⚙ icon next to Picklists in the Bookmark Selector to open the Customized Picklist panel.

2. To create a new one, click the + button.

3. In the Create New Picklist form: -

4. Enter a List Name (required)

5. Click + to add options to the list.

6. Hover over an item to reveal the pin icon, then click it to set that item as the default selection.

7. Use the trash icon to remove an item.

Custom Fields

1. Click the ⚙ icon next to Fields in the Bookmark Selector to open the Customized Field panel.

2. To create a new one, click the + button.

3. In the Create New Field form: - Enter a Field Name (required), e.g. Clinical History, Technique, Disclaimer.

4. Click Create to save or Cancel to discard.

Managing Custom Picklists and Fields

All existing picklists and fields are listed in their respective panels and can be searched. Hover over any item to reveal two options: -

- Edit (pencil icon) — update the name. - Delete (trash icon) — permanently remove the item.

Once created, your custom Picklists and Fields appear in the Bookmark Selector and can be inserted into any template or report.

Initial Cursor Position

The Initial Cursor Position is a special bookmark found under Categories in the Bookmark Selector. It defines where the cursor lands the moment a report is opened for editing — guiding the radiologist straight to the first field that needs input.

If this bookmark is not placed in the template, a warning appears when publishing: "No Initial cursor position bookmark found!"

To add it, type # in the document body and start typing Initial Cursor Position, then select it from the dropdown, or search for it in the Bookmark Selector under Categories and drag it into the desired starting location.

HealthCard Number / SSN Bookmark

The HealthCard Number / SSN bookmark is available under Categories in the Bookmark Selector. It auto-populates the patient's government-issued health identifier — resolving to either the HealthCard Number (Canadian provincial health insurance ID) or SSN (US Social Security Number), depending on the entity type and region.

To add it, type #HealthCard Number/SSN in the document body and select HealthCard Number / SSN from the dropdown, or search for it in the Bookmark Selector and drag it into the desired position.

Study Share URL and Study Share QR Code

The Study Share URL and Study Share QR Code bookmarks allow you to embed a direct link to the imaging study within the report. When the report is finalized, recipients can access the study directly from the PDF.

To add them, type #Study Share in the document body and select Study Share URL or Study Share QR Code from the dropdown, or search for them in the Bookmark Selector and drag them into the desired position.

How It Works

• The Study Share URL appears as a clickable link in the report. Clicking it opens the study in a new tab.

• The Study Share QR Code is scannable once the report is finalized and saved as a PDF.

  

• Both the URL and QR code open the study link in a new browser tab.

• When accessed, the user must verify their identity by entering either the Patient ID or the Patient Date of Birth.

  

• Once verified, the Image Viewer opens, displaying the study.

Step 3: Page Setup

Click the Page Setup icon above the toolbar to configure how the document is printed or displayed. A panel opens on the right with the following options:

Paper Size & Orientation

Orientation — toggle between portrait and landscape.

Paper Size — select the paper size (e.g. A4 — 21cm × 29.7cm).

Margins (Centimetre) Set the margin distance for the Top, Bottom, Left, and Right sides of the page.

Click Save to apply the changes or Cancel to discard.

Step 4: Preview

Click Preview to see how the template looks with all content, bookmarks, and page settings applied before publishing. This is the recommended final check before making the template available.

Step 5: Publish the Template

Once the template is ready, click the Publish Template button above the toolbar

A drawer opens on the right with the following fields:

Field	Description
Template Name (required)	A unique name for the template
Organization (required)	The organization this template belongs to
From Status (required)	The order status this template applies from
To Status (required)	The order status this template applies to
Modality (required)	The imaging modality (e.g. MR, CT, US)
Body Part	The anatomical body part this template targets
Laterality	Left, Right, or Bilateral
Sex	Filter by patient sex if applicable
Procedure Code	Associate a specific procedure code
Referring Organization	The referring facility or organization
Referring Physician	The referring physician
Reading Physician	The radiologist reading the study

Once all required fields are filled, click Publish to make the template available. Click Cancel to discard.

Editing a Template

To edit a published template:

• Click on the template you want to edit from the Template Manager.

• Click the pencil icon at the top right to open it in the editor.

Once open, you can modify the content directly.

Custom Fields from Square Brackets

OmegaAI automatically detects square brackets [ ] in pasted content and converts them into editable custom fields.

How it works:

• Copy content containing square brackets from your source document or text editor.

• Paste it into the OmegaAI Document Viewer editor.

• OmegaAI automatically recognizes each section enclosed in square brackets and converts it into a custom field.

• These fields are editable and can be customized further as needed.

Example

Clinical: [] Comparison: [] Technique: []

Findings:[]

Impression: []

Recommendation: []

Each bracketed section becomes an independent editable field in the report.

Bookmark Reference

The following Category bookmarks are available in the Bookmark Selector. They auto-populate with data from the patient record and imaging order via DICOM and FHIR — no manual entry required.

Bookmark	Description
# of Images	Total number of images in the study
Accession #	Unique accession number assigned to the imaging study
Account #	Patient's billing account number
Account Status	Current billing or account status of the patient
Age at Study	Patient's age at the time the study was performed
Allergies	Patient's recorded allergies
Amendment Signature	Name of the physician who amended the report, along with the date and time of amendment
Anatomic Focus	Anatomical focus of the study
Assigning Authority	The institution that issued the patient identifier
Authorization #	Authorization reference number
Authorization Period	Period for which the authorization is valid
Availability	Availability status of the study or result
Birth Sex	Patient's sex as recorded at birth
Blume Registration Page QR Code	QR code linking to the Blume patient registration page
Body Part	Anatomical body part examined in the study
Cancellation Reason	Reason recorded if the order or study was cancelled
CDS ID	Clinical Decision Support identifier
Clinical Notes	Clinical notes associated with the order
Communication Status Name	Current communication or notification status
Conditions	Patient's recorded medical conditions
Confidentiality	Confidentiality classification of the report or record
Consulting Physician	Name of the consulting physician
Date of Birth	Patient's date of birth
Date/Time Addendum	Date and time the addendum was added to the report
Date/Time Last Updated	Date and time the report was last updated
Date/Time Read	Date and time the study was read
Date/Time Received	Date and time the study was received
Date/Time Signed	Date and time the report was signed
Date/Time Transcribed	Date and time the report was transcribed
Date/Time Verified	Date and time the report was verified
Department	Department that conducted the study
Diagnosis Code	Diagnosis code associated with the order
Eligibility	Patient's insurance or program eligibility status
Ethnicity	Patient's recorded ethnicity
Exam Duration	Duration of the imaging examination
Exam Room	Room in which the examination was performed
Filler Order #	Filler order reference number
Financial Class	Patient's financial classification
Gender	Patient's recorded gender
HealthCard Number / SSN	Patient's HealthCard Number (Canada) or Social Security Number (US)
Healthcare Service	Room or service line where the study was performed
History	Patient's relevant clinical history
Home Phone	Patient's home phone number
Imaging Organization	The facility at which the study was performed
Insurance Copay	Co-pay amount of the patient's primary insurance coverage
Insurance Expiry	Expiry date of the patient's insurance
Insurance Payer	Primary insurance company's name
Insurance Status	Current insurance status
Key Images	Key images associated with the study
Languages	Patient's preferred language(s)
Laterality	Side of the body examined (Left, Right, Bilateral)
Managing Organization	Organization managing the patient's care
Modality	Imaging modality used (e.g. MR, CT, US, CR)
Modality Modifier Array	Array of modifiers applied to the modality
Order Custom Memo	Custom memo associated with the order
Order Date/Time	Date and time the order was placed
Order ID	Unique identifier for the order
Order Notes	Notes associated with the order
Order Of Appropriateness	Appropriateness rating of the order
Order Status	Status of the order
Patient Address	Patient's registered address
Patient Age	Patient's age
Patient Balance	Outstanding balance on the patient's account
Patient Contact Method	Patient's preferred contact method
Patient Email	Patient's email address
Patient First Name	Patient's first name
Patient ID	Patient's medical record number (MRN)
Patient ID Barcode	Barcode representation of the patient ID
Patient Last Name	Patient's last name
Patient Location	Patient's current or registered location
Patient Name	Patient's full name
Patient State/Province	Patient's state or province
Performing Physician	Name of the physician who performed the study
Performing Physician NPI	NPI identifier of the performing physician
Performing Technologist	Name of the technologist who performed the study
Pharmaceutical	Pharmaceutical details associated with the study
Phone Number	Patient's primary phone number
Placer Order #	Placer order reference number
Priority	Priority level assigned to the order
Procedure Code	Procedure code associated with the study
Race	Patient's recorded race
Reading Organization	Name of the facility responsible for reading the study
Reading Physician	Name of the physician reading and reporting the study
Reading Physician NPI	NPI identifier of the reading physician
Reason For Exam	Reason the examination was ordered
Referring Organization	Name of the referring facility
Referring Physician	Name of the referring physician
Referring Physician Fax Number	Fax number of the referring physician
Referring Physician NPI	NPI identifier of the referring physician
Reporting Detail	Reporting details associated with the study
Requested Appointment Date/Time	Date and time of the requested appointment
Requested Procedure ID	Procedure ID of the requested study
Scheduled Resource	Resources scheduled for the study
Series UID	Unique identifier for the image series
Signature	Name of the physician who signed the report, with date and time
Smoking Status	Patient's recorded smoking status
SOP Instance UID	SOP instance unique identifier
Source Device AE Title	AE title of the source device
Special Arrangement	Any special arrangements noted for the patient or study
Study Custom Memo	Custom memo associated with the study
Study Date/Time	Date and time the study was performed
Study Description	Description of the imaging study
Study ID	Study ID or reference number
Study Share QR Code	QR code linking to the study, scannable once the report is finalized as a PDF
Study Share URL	Clickable link that opens the study in a new browser tab
Study Status	Status of the study
Study UID	Unique identifier for the study
Subject	Subject or topic associated with the report
Technique Object	Imaging technique parameters used in the study
Time At Status	The duration the study or order has been in its status
Time Zone	Time zone associated with the study or order
Transcriptionist	Name of the transcriptionist assigned to the study
Transcriptionist Organization	Organization responsible for transcription
Transport	Transport details associated with the patient or study
View	View associated with the study
Visit #	Visit number associated with the patient encounter
Visit Class	Classification of the patient visit (e.g. inpatient, outpatient)