Updating TELUS Clinical Library forms
Updated over a week ago

โš ๏ธ Important: This is currently a beta feature. It will be available once the beta period is complete.

When a new version of a Clinical Library form template is made available, it appears in the Updates tab of the templates section. You are notified of new forms by a red alert on the Settings tab. The alert shows the number of form updates available.

๐Ÿ“Œ Note: You can also see the number of available form updates on the Templates tab.

The Clinical Library contains hundreds of the most commonly used forms. It does not include forms created specifically by or for your clinic. For more information on adding new forms, refer to Adding a new form using the TELUS Clinical Library.

Unmodified Clinical Library forms automatically update on a set date, but you can also manually update them. Manually updating the Clinical Library form templates allows you to first review the changes, and make updates to autofill templates. In the Updates tab, they show Replacing in XX days.

If you have modified a Clinical Library form, for example edited a variable, you must review and update it manually. In the Updates tab, the form shows Replace manually.

โš ๏ธ Important: Updates are only available for forms imported from the TELUS Health Clinical Library, not for forms developed for your clinic or a copy of an imported form.


  1. From the main menu, click Settings > Templates > Updates, and the Updates section opens.

  2. Click Review beside the form you want to update. The form opens in the Review and update window.

    ๐Ÿ’ก Tip: Yellow variables have been updated, green variables are new, and red variables have been removed.

  3. In the Updates section to the right of the form preview, visually review all the changes to the form. If needed, click the Compare tab to see both form versions side by side.

    ๐Ÿ“Œ Note: You cannot make changes to the form until it has been added to your CHR.

  4. If you have autofill templates configured, click the Set autofills tab to update any new or modified autofill fields.

    ๐Ÿ“Œ Note: Any autofill fields that have not been modified are automatically transferred to the new version.

  5. If you have not modified the form, click Update to import the new version. If you have outstanding autofill fields, a warning appears; otherwise the form is uploaded to your CHR. The original version is automatically archived.

  6. If you have modified the original form template, click Add to library. A Template added dialog appears.

    • If you want to accept the form as-is, click Close.

    • To re-customize the new form template with your original modifications, click Okay, a new form template window appears.

    • You need to manually archive your original form. For more information, refer to Archiving form templates.

      ๐Ÿ“Œ Note: If the Clinical Library form is archived, you no longer receive updates for that form.

Updated June 21, 2023

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