Your report template defines the structure, headings, subheadings, table placement, and section order of every report generated for a given service. During onboarding, your specialist builds this template from the sample reports you provide. After that, you can view and adjust the template at any time.

Each service has its own report template. If you run three services (Adult ADHD, Child ASD, and Neuropsychological), you have three separate templates. Changes to one template do not affect the others.

The template is not a static Word document. It's a structured schema that tells the system where to place each section, what data feeds into each paragraph, which tables go where, and how the narrative flows from one heading to the next. When you generate a report, the system fills in this skeleton with patient-specific data and language.

Navigate to the service you want to inspect. Open the Report Configuration (Step 8) section. You'll see a visual representation of your report structure: every heading, subheading, and section in the order they appear. Each section shows what type of content it generates (narrative, table, list, or static text).

Drag sections to change their order. If you want the Behavioral Observations section before the Assessment Procedures section, move it.

Click Add Section to insert a new heading or subheading. Specify the section name and where it appears in the hierarchy. For narrative sections, the system will generate language based on the data available. For static sections, you provide the fixed text that appears every time.

Click the section you want to remove and select Delete (trash can icon on right). This removes the heading and all associated content from future reports. Existing reports are not affected.

Table placement. Should a data table appear at the top of this section, at the bottom, inline with narrative, or not at all?

Subsection handling. For complex sections like Cognitive Functioning, you can define subsections for each domain and control whether they generate as separate paragraphs or a unified narrative. This will also place a subheading in the report as configured in the configuration step.

During onboarding, the system analyzes the sample reports you upload and extracts the structural pattern: what sections you include, what order they follow, how long each section typically runs, and what writing conventions you use. This extraction creates the initial template.

If you want to change the template significantly after onboarding, the most effective approach is to provide an updated sample report that reflects the new structure. Your onboarding specialist can re-extract the template from the new sample, preserving any measure mappings and data connections already configured.