Document and Signature Templates

A walkthrough of how AngelTrack's templates work for each type of document and signature, how you can customize them

There are many places in AngelTrack where blocks of legal text appear. These text blocks are called "Document Templates", and you can edit their content.

In the Preferences page, the Document Templates item lists all templates available for editing. Their filenames are self-explanatory. Click a filename to bring up the editor to view the content and make changes.

Built-in Content

Your AngelTrack cloud server has pre-installed text for each template.

These templates are not a substitute for legal documents nor are they legal advice. They are simply templates. Your legal team must review the texts, so as to verify they are consistent with the particular state and local regulations that apply to your operation, and also up to your own standards.

Built-in Spanish translations

Some of the document templates have Spanish translations included. This content has been professionally translated to Latin-American Spanish by a native speaker. The translation is included in the template text, at the bottom, under the English version.

If you decide to modify the English text, then you must commission your own re-translation to Spanish. We cannot recommend strongly enough against using computer translation for legal documents.

Embedded Variables

The text of a template can contain variables, which AngelTrack automatically fills-in with live data. Variables work the same in both the English and Spanish texts.

You may use as many of the following variables as you wish, wherever in the text you wish:

Variable Automatically Replaced With
[BUSINESS_NAME] The full name of the business, as configured in the .
[BUSINESS_DISPATCHTELEPHONE] The dispatch telephone number (or main number) for the business, as configured in the Business Information page.
[BUSINESS_STATE] The official abbreviated name of the business home state, as configured in the Business Information page.
[BUSINESS_STATE_LICENSE_NUMBER] The state license number of the business, as configured in the Business Information page.
[BUSINESS_STATE_AGENCY_NUMBER] The state agency number of the business, as configured in the Business Information page.
[BUSINESS_NPI] The business National Provider Identifier number, as configured in the Billing Configuration page.
[BUSINESS_TAXID] The federal tax ID (aka EIN) number, as configured in the Business Information page.
[BUSINESS_WEBSITE] The URL of the website of the billing contact, as configured in the Business Information page.
[BUSINESS_SLOGAN] The business slogan, as configured in the Business Information page.
[BUSINESS_BILLINGNAME] The name of the business per its NPI paperwork, as configured in the Billing Configuration page.
[BUSINESS_BILLINGADDRESS1] The first line of the street address of the billing contact, as configured in the Billing Configuration page.
[BUSINESS_BILLINGADDRESS2] The second line of the street address of the billing contact, as configured in the Billing Configuration page.
[BUSINESS_BILLINGCITY] The city portion of the billing contact's address, as configured in the Billing Configuration page.
[BUSINESS_BILLINGSTATE] The state portion of the billing contact's address, as configured in the Billing Configuration page.
[BUSINESS_BILLINGZIP] The ZIP code of the billing contact's address, as configured in the Billing Configuration page.
[BUSINESS_BILLINGTELEPHONE] The voice telephone number of the billing contact, as configured in the Billing Configuration page.
[BUSINESS_BILLINGFAX] The fax telephone number of the billing contact, as configured in the Billing Configuration page.
[BUSINESS_BILLINGEMAIL] The email address of the contact person at the billing office, be it in-house or outsourced, as configured in the Billing Configuration page.

For example, the following text in a Document Template:

The undersigned agrees to remit to [BUSINESS_NAME] all necessary information to process . . .

...automatically becomes this:

The undersigned agrees to remit to Acme EMS all necessary information to process . . .

You may place any number of variables at any places within the Document Template's text, and whenever the text is displayed to a user, AngelTrack will resolve all variables to their underlying data.

The PCR Narrative AutoComposer Uses a Template Too

The AutoCompose feature in the PCR is driven by a document template, named PCRNarrative.

By default, the template contains just this:

[AUTOCOMPOSE_ENROUTE]

[AUTOCOMPOSE_ONSCENE]

[AUTOCOMPOSE_TRANSPORTING]

[AUTOCOMPOSE_SYMPTOMSANDIMPRESSIONS]

[AUTOCOMPOSE_DESTINATION]

EOR

Each of those variables represents one of the five sections of a standard chronological narrative. AutoCompose will generate those sections and arrange them in the narrative according to the positions of the variables in the template. Likewise you can remove one, two, three, four, or all five of those variables if you do not wish to allow AutoCompose to write that section. In other words, you can remove a variable from the template if you require the crew to write that section from scratch, without software assistance.

You can also add static text, as well as AngelTrack document template variables, if you wish to include extra standard elements in the narrative.