Template auto-launch rules

Learn how to configure rules that automatically launch templates for specific procedures when a study is opened. These rules can be set at different levels, including personal, site-specific, and across all sites. 

Auto-launch rules remove the need for users to manually insert templates, making it easier and faster to start filling in reports. 

In this article: 

1. Prerequisites
2. Configuring template auto-launch rules
3. Editing or deleting template auto-launch rules
4. Setting a priority order for template auto-launch rules
5. Frequently asked questions

 

Prerequisites

1. You’ve already set up templates at your organization. Learn more about templates.
    
2. You’ve been assigned the right role, depending on your goal. See setting up roles and permissions. 

 

Setting up roles and permissions

For a user to configure auto-launch rules, they first need the right role and associated permissions. 

1. Select Admin > Roles from the main navigation menu on the left-hand side.
   
   
   
    
2. Select the role for which you’d like to grant permission to configure auto-launch rules, e.g. ‘admin’. Or, add a new role.
    
3. In the Role dialog, search for and enable the required permissions. There are three levels at which you can configure auto-launch rules within your organization: personal, site, and all sites.
    
   • Personal template auto-launch rules only apply to one user. To configure personal auto-launch rules, the role must have all Auto Launch Rules and Template permissions enabled.
      
   • Site template auto-launch rules apply to all users at that site. To configure auto-launch rules for one specific site, your role must have all Auto Launch Rules and Template permissions enabled, as well as the Admin Access permission enabled.
      
   • All sites template auto-launch rules apply to all users within your organization (tenant). To configure auto-launch rules for all sites, your role must have all Auto Launch Rules and Template permissions enabled, as well as the Admin Access permission enabled.
     
     
     
      
4. Now make sure the user is assigned to the correct role. Select Admin > Users from the main navigation menu on the left-hand side. 
   
   
    
    

5. Search for and select the user. The Edit user dialog will appear.
    

6. Click the Sites and Roles tab.
    

7. Click the Roles drop-down menu and select the roles you want to assign to that user. 
   
    

   💡 If you want the user to configure template auto-launch rules for all sites, make sure the Use the same Role or Practitioner ID at all sites toggle is turned on and assign them a role with Admin Access permissions.
   
   If you only want the user to configure auto-launch rules for specific sites (not all), turn off the toggle and click Specify a different role… Then assign them a role with Admin Access permissions only at those specific sites. 

   Learn more about assigning different roles at different sites

 

Configuring template auto-launch rules

Learn how to create and configure template auto-launch rules from the template editor. 

💡 You can also create auto-launch rules with one click, directly from the report workbench. Learn how.

1. Select Templates from the main navigation menu on the left-hand side. 
   
   
   
    

2. Select a collection, then select a template to open it. 

   💡 Currently you can only configure auto-launch rules for templates, not macros. 

3. Click Configure auto-launch rules in the Settings panel on the right-hand side. The Template auto-launch rules dialog will appear.
   
   
   
    
4. Choose the level at which you want the rule to apply. There are three levels of auto-launch rule application: 
   • Personal: applies only to the user who sets the rule.
   • Sites: applies to all users at the sites you select.
   • All sites: applies to all users at all sites across your organization.
     
      
5. Click Add rule next to your desired level: personal, sites, or all sites. 
   
   
   
    
6. Use the drop-down to select your rule Type:
    
   • Any: the template will launch if any one of the procedure codes you select are present in the report.
      
   • All: the template will launch only if all the procedure codes you select are present in the report. This is only true for reports with associated studies.
     
     
     
      
7. (If configuring rules at the sites level) Click the Sites dropdown menu and select the site at which you’d like to apply this rule. This will filter the list to show only procedures linked to that site.
    

8. Select the procedures for which you’d like to automatically launch this template. You can search by procedure code or description.

9. (If configuring rules at the sites or all sites level) Turn on the Default rule toggle at the top of the dialog if you’d like to make this the default rule at your selected sites. Then select Report or Addendum from the Document Type drop-down menu.
   
   

   💡 Default rules are applied when creating reports or addendums if there are no matches for auto-launch rules for templates linked to specific procedures. 
10. Click Save. Your auto-launch rule will appear in the relevant section of the Auto-launch dialog.

 

Editing or deleting template auto-launch rules

1. Select Templates > Manage from the main navigation menu on the left-hand side.
    
2. Select a collection, then select a template to open it.
    
3. Click Configure auto-launch rules in the Settings panel on the right-hand side. The Template auto-launch rules dialog will appear.
    
4. Click Edit.
    
   • To edit the rule, make your desired changes then click Save. 
      
   • To delete the rule, click the trash can icon.
     
     

 

Setting a priority order for template auto-launch rules

Because auto-launch rules can be applied at both personal and site levels, a priority order is necessary to determine which template gets launched if the rules differ. Example:

• As an admin, you configure a template auto-launch rule for the ‘Chest 1 view’ procedure at the Tampa site.
   
• Dr. Rad, who works at the Tampa site, configures her own personal template auto-launch rule for the ‘Chest 1 view’ procedure.
   
• Dr. Rad opens a ‘Chest 1 view’ report from her worklist.
   
• Your priority order will determine which template gets launched:
  • If ‘user personal rule’ is prioritized over ‘site rule’, then Dr. Rad’s rule will apply and her template will get launched. 
     
  • If ‘site rule’ is prioritized over ‘user personal rule’, then the rule you configured will apply and your template will get launched. 
     

Here’s how to set a priority order for auto-launch rules: 

1. Select Admin > System Config from the main navigation menu on the left-hand side.
   
   
   
    
2. Scroll down to the Templates section.
    

3. Use the arrows to determine the priority order for auto-launch rules. The rule type in position 1 takes priority over the rule type in position 2, and so on. 
   
   

   💡 If no template auto-launch rule exists for the rule type in position 1, then the system will move down the priority order and apply the first rule that exists.
   
   For example, let’s say ‘site rule’ occupies position 1 in the priority order and ‘user personal rule’ occupies position 2. No site rule exists for ‘Chest 1 view’, but the user has configured a personal rule. In this case, the user’s rule will apply and their template will get launched. 

 

Frequently asked questions

Can I import templates and auto-launch rules into Rad AI Reporting from another reporting system?

Yes, a team member will lead you through the template import process on implementation of Rad AI Reporting at your site. Auto-launch rules are imported along with templates. Currently it’s not possible for users to import templates and auto-launch rules themselves. 

 

Do auto-launch rules get inherited when I copy another user’s template or subscribe to their collection? 

Not currently, but we’re considering adding this functionality in the future. Please contact [e-mail] if you have this specific need.