Import a document template

You can import templates from other Bp Premier locations at your practice, other Bp Premier sites, or using an existing document in RTF format.

Other sources you may be able to obtain templates from include the Best Practice Software user forum, industry groups, PHNs, your practice's former clinical software, and the Best Practice Software development Services team.

Visit the What's New in Data Updates article to find the most recent template updates.

Limited time or capacity? Prefer to have someone build a custom report, query, or template for you? Learn more about our SQL and Custom Report Building service here.


Frequently Asked Questions


Import a template

IMPORTANT   Do not open any Bp Premier template in an external word processor, because any Bp Premier data fields will probably be lost when converted by the external word processor.

Follow the instructions to import an RTF file into Bp Premier as a template:

  1. Save the template file to a known folder on the Bp Premier server or anywhere accessible from a Bp Premier workstation.
  2. From the main Bp Premier screen, click the Best Practice Premier Word Processor Icon icon or select Utilities > Word processor from the menu. When in a patient record, select File > New Letter The word processor will open.
  3. Select Templates > Import Template. Browse to the directory that you saved the .RTF template into.
  4. Select the file name to be imported and click Open.The template will be displayed in the word processor.
  5. Make any changes to the imported template.
  6. Select Available to all users if you want other users to be able to use the template.
  7. Save the template

Export a template

  1. From the main Bp Premier screen, click the Best Practice Premier Word Processor Icon icon or select Utilities > Word processor from the menu. When in a patient record, select File > New Letter The word processor will open.
  2. Select Templates > Export Template from the word processor main menu. The Word Processor templates screen will open.
  3. Locate the template you want to export, then click Open.
  4. When the template opens, the Windows Save As dialogue box will appear; select the location where you want to save the exported template, and then click Save and the template will be exported.

TIP   Templates must be exported individually; they cannot be exported in bulk.

Last updated 19 June 2023.