Document Templates

With document templates, you create reusable forms for everything beyond a classic contract – or alongside it: feeding plans, training plans, consent forms, checklists, agreements with signatures, and any structured document you need. You build the template once in TheraTap, fill it in the patient or contact record, and export the result as a PDF.

At a glance

Form builder

Fields, headings, tabs, static text, rich text, tables, and signatures – combined flexibly.

Patient & contact

Templates can be enabled for patients, contacts, or both.

System templates

Ready-made starters (e.g. feeding plan, treatment contract) to duplicate and customize.

PDF in one click

Save documents, edit anytime, and open or download as PDF.

Create a template

Under Settings → Document Templates, you create and manage templates.

Create a new template

Click Create template. Enter a name (e.g. “Feeding plan” or “Consent form”) and optionally a short description.
Set where it applies

Choose whether the template appears for patients, contacts, or both. That way, stable-related documents only show where they belong.
Build the fields

In the form builder, add fields – by drag-and-drop or from the field list. Use tabs when your document has several sections (e.g. “History” and “Recommendations”).
Save and activate

Active templates appear when creating a document. Inactive templates stay in settings but no longer show in the picker.

Field types

Type	Use for
Text / Multiline text	Free input, notes, recommendations
Select / Checkbox / Radio	Predefined answers
Date / Number / Email / Phone	Structured data
Static text	Fixed prose in the template (e.g. introduction, legal text)
Rich text (fillable)	Formatted text you edit when filling in
Signature	Digital signature while completing the document
Repeater table	Multi-row tables with “Add row” (e.g. feeding times, exercises)
Heading	Structure within a tab

Create a document in the record

Open a patient or contact

Go to the Documents tab (in the patient record, directly after assessment forms).
Create document

Click Create document. Choose a template – your own templates first, then system templates below.
Fill in

The title is editable at the top of the modal. In the sidebar on the right, change the creation date and expand or collapse all fields. Complete the form fields – including signatures if the template includes them.
Save or open PDF

Save keeps you in TheraTap; Save & open PDF generates the PDF preview immediately. Saved documents appear in the timeline on the Documents tab – edit, open PDF, or delete anytime.

PDF & archiving

Every saved document can be opened as PDF. The PDF contains the filled content of your template – structured as you designed the fields. Pending signatures are marked accordingly in the PDF.

Documents stay permanently in the respective patient or contact record and remain stable even if you later change the template: on save, a content snapshot is stored so existing documents don’t shift unexpectedly.

FAQ

Can I use the same template differently for horses and dogs? You can enable templates per record type (patient/contact). Document templates don’t have species filters like assessment forms – create separate templates if needed.

What happens if I change a template later? Already saved documents keep the version from when they were created. New documents use the updated template.

Where are uploaded files like X-rays? In the Files tab of the patient record – not the Documents tab. Document templates are fillable forms, not file storage.

Documents & Contracts Free-text contracts with placeholders and digital signature.

Anamnesis Forms Send forms to animal owners in advance.

Contacts & Patient Records Everything about the patient record at a glance.

PDF Export Assessment forms and reports as PDF.