How to Import Templates

Why Use This Function:

Allows you to upload clinical procedures securely to the GoodXWeb cloud for sharing with other GoodXWeb partners. This enables collaboration between users by allowing clinical procedures to be shared and imported through the Import Templates section.


  • This user manual will start on the Settings screen, User Settings tab.



  • Click on the Billing Settings tab.


    • The Billing Settings tab will display.

      • For more information regarding the Billing Settings tab, please refer to the user manual: Billing Settings.

  • Click on the Clinical Procedures Settings panel.


    • The Clinical Procedures Settings panel will expand.

  • Click on the Import Template button.


    • The Template Import screen will open.

  • Click on the Search Template field to manually search for a macro. 

    • The Template Import screen will automatically filter as you type
  • Click on the desired Clinical Procedure Template.


    • Click on multiple Clinical Procedure Templates if you wish to import more than one template simultaneously.  

  • Click on the Save button.


  • The new Clinical Procedures will now be available in the Clinical Procedures Settings panel.





Last modified: Wednesday, 10 December 2025, 9:56 PM