Panviva Templates
Get started quickly with downloadable
templates! Each template includes
ready-built documents and images.
Customize and make it your own!
Find your perfect starter template
Use the category buttons here to filter the template list below, or use the search feature to find templates relevant to the content you want to create.
Don’t see what you want? Email us for information on custom icons!
Panviva Templates
Operations Content Kit
The Operations Department encompasses a wide range of areas – from HR to finance, facilities and more. We’ve created a comprehensive bundle for you in this new Operations Template Kit. Deploy content to your Operations department quickly and easily with this kit!
INSTRUCTIONS:
- Click the download button above to download this kit. Note: the downloaded file is a zip folder.
- Once it is downloaded, right-click the zip folder and select Extract all.
- Open the How to upload your Panviva templates Word document and follow the instructions to upload your Upland Panviva templates.
Email Sharon at for a guided tour of this kit. We’re here to help!
Marketing Template Kit
Check out our latest template kit containing the perfect starter base for Marketing departments! It contains over 18 templates and a beautifully designed home page and numerous ready-to-use procedures for Marketing applications like Act-On! The templates are easy to customize for your organization and are ready for you to download today! Email Sharon at for a guided tour of this kit.
INSTRUCTIONS:
- Click the download button above to download this kit. Note: the downloaded file is a zip folder.
- Once it is downloaded, right-click the zip folder and select Extract all.
- Open the How to upload your Panviva templates Word document and follow the instructions to upload your Panviva templates.
Finance and Administration Content Kit
We’re happy to present a new set of templates built for Finance & Administration departments! The kit features 14 ready-to-go PayChex procedures for your payroll department, as well as 30+ other templates for other F&A groups from Auditing to Tax Departments. This set of templates will make it faster than ever to deploy.
INSTRUCTIONS:
- Click the download button above to download this kit. Note: the downloaded file is a zip folder.
- Once it is downloaded, right-click the zip folder and select Extract all.
- Open the How to upload your Panviva templates Word document and follow the instructions to upload your Panviva templates.
Email Sharon at for a guided tour of this kit. We’re here to help!
Sales Template Kit
We have built out a NEW set of templates and framework expressly for sales groups! Your sales executives know that in today’s competitive markets, it is vital that their teams get current and accurate information quickly. Make sure your team is at peak performance with Panviva! This set of templates will make it faster than ever to deploy.
INSTRUCTIONS:
- Click the download button above to download this kit. Note: the downloaded file is a zip folder.
- Once it is downloaded, right-click the zip folder and select Extract all.
- Open the How to upload your Panviva templates Word document and follow the instructions to upload your Panviva templates.
Email Sharon at for a guided tour of this kit. We’re here to help!
IT Template Kit
We have created an extensive library for Information Technology departments to get their Panviva content customized and published quickly. There are 38 templates across topics such as troubleshooting, approved software/hardware lists and more! A home page with links to it all, plus a complimentary content development plan, is also included. Email Sharon at for a guided tour of this kit. We’re here to help!
INSTRUCTIONS:
- Click the download button above to download this kit. Note: the downloaded file is a zip folder.
- Once it is downloaded, right-click the zip folder and select Extract all.
- Open the How to upload your Panviva templates Word document and follow the instructions to upload your Panviva templates.
We have created an extensive library for Information Technology departments to get their Panviva content customized and published quickly. If you missed the IT Template Kit Showcase webinar, click here to view it!
There are 38 templates across topics such as troubleshooting, approved software/hardware lists and more! A home page with links to it all, plus a complimentary content development plan, is also included. Email Sharon at for a guided tour of this kit. We’re here to help!
2021 Events Calendar Template
2021 Calendar of Events template:
By popular demand! We’ve created an updated Calendar template for 2021. So many of you use this for things like:
- PTO calendars that supervisors can access and update;
- Clinic and physician schedules;
- Member event schedules like enrollment fairs, flu shot clinics;
- And so much more!
We hope you find this useful. As always, if you have a new, cool use of this template, let us know and earn valuable Loyalty Points!
INSTRUCTIONS:
- Click the download button above to download this kit. Note: the downloaded file is a zip folder.
- Once it is downloaded, right-click the zip folder and select Extract all.
- Open the How to upload your Panviva templates Word document and follow the instructions to upload your Panviva templates.
Human Resources Kit
HR kit:
Created especially for your Human Resources department, this kit contains 10 templates plus an online learning document! You’ll get a pre-designed home page and pre-built content such as employee manuals, policies and more. Introduce your HR department to the power of Panviva! With these templates your HR department can create content for those frequently-asked-questions quickly and publish updates in the blink of an eye. Email Sharon at for a guided tour of this kit . We’re here to help!
INSTRUCTIONS:
- Click the download button above to download this kit. Note: the downloaded file is a zip folder.
- Once it is downloaded, right-click the zip folder and select Extract all.
- Open the How to upload your Panviva templates Word document and follow the instructions to upload your Panviva templates.
Contact Tracing Template Bundle
Healthcare Contact Lists Bundle
- Click the download button above to download this kit. Note: the downloaded file is a zip folder.
- Once it is downloaded, right-click the zip folder and select Extract all.
- Open the How to upload your Panviva templates Word document and follow the instructions to upload your Panviva templates.
Provider Directory Bundle
- Click the download button above to download this kit. Note: the downloaded file is a zip folder.
- Once it is downloaded, right-click the zip folder and select Extract all.
- Open the How to upload your Panviva templates Word document and follow the instructions to upload your Panviva templates.
COVID-19 Templates Bundle
- Click the download button above to download this kit. Note: the downloaded file is a zip folder.
- Once it is downloaded, right-click the zip folder and select Extract all.
- Open the How to upload your Panviva templates Word document and follow the instructions to upload your Panviva templates.
Specialties Templates Bundle
- Click the download button above to download this kit. Note: the downloaded file is a zip folder.
- Once it is downloaded, right-click the zip folder and select Extract all.
- Open the How to upload your Panviva templates Word document and follow the instructions to upload your Panviva templates.
Healthcare Homepage Bundle
- Click the download button above to download this kit. Note: the downloaded file is a zip folder.
- Once it is downloaded, right-click the zip folder and select Extract all.
- Open the How to upload your Panviva templates Word document and follow the instructions to upload your Panviva templates.
Health Insurance Call Center Coronavirus Quiz Bundle
Geisinger Health Plan’s authoring team has created a quiz in their Panviva database for their users to complete. They are sharing that quiz here with you. When you download the zip folder containing the Panviva document, please be sure to read the Word doc included; it contains quick tips for what you’ll need to remember when creating Panviva Online learning documents.
Coronavirus-What you need to know
Also from the author team at Geisinger is a Panviva document titled ‘Coronavirus – What you need to know’. They have combined FAQs, pharmacy information and more. It provides a nice framework and content that you can customize to suit your organization’s requirements.
Novel Virus COVID-19 Plan, Prepare and Respond Bundle
CoreAxis is a valued Panviva certified implementation and content partner. They have created a comprehensive document COVID-19: Plan, Prepare and Respond that contains excellent information about the virus and what you can do in the workplace, in your community and at home to prevent exposure.
Handle Novel Coronavirus Information Call Bundle
The Carle Foundation Hospital is also sharing Handle Novel Coronavirus information call, a procedure document that outlines scripts and tasks for call centers that are taking incoming calls from patients who are concerned about exposure and what to do.
Novel Virus COVID-19 Overview Bundle
The Panviva authoring team at Carle Foundation Hospital is sharing their Novel Virus COVID 19 OVERVIEW document. It contains information about the virus as well as details around how to accommodate patients and visitors at hospitals, access to doctors and more. It is a great foundation document that you can then customize with links for your organization.
HIPAA Guidelines Bundle
If you are required to comply with HIPAA policies, this document will be useful to incorporate into your Panviva content! Use this template to provide a foundation that you can build upon.
Symptom Based Call Bundle
If you are taking symptom-based calls, this content will enable you to help your callers get the help they need fast. By selecting a body part from the visual, you can get into the specifics of where the pain is and what to recommend to the caller.
Blue Theme Alpha Pad
Create a directory using any of our alpha pads. From medical benefits to product lists, they make it easy for your users to get to the specific topic they need.
Multi-color Theme Alpha Pad
Create a directory using any of our alpha pads. From medical benefits to product lists, they make it easy for your users to get to the specific topic they need.
Green Theme Alpha Pad
Create a directory using any of our alpha pads. From medical benefits to product lists, they make it easy for your users to get to the specific topic they need.
Retail Glossary Kit
Make training easier and ensure the team is speaking the same language with this starter kit containing over 100 common terms and definitions for the retail industry.
- Use this content as is or customize it to suit your needs.
- Includes collapsible sections to make adding more topics easy.
- Includes layered content as popups to ensure comprehension and provide additional detail.
Health Insurance & Medical Glossary Bundle
Ensure compliance with this starter kit containing almost 300 terms and definitions for the health insurance and healthcare industries.
- Includes alphabet icons and collapsible subsections.
- Customizable for your organization, if desired.
- Includes terminology for customer service, claims, patient access, scheduling, government programs and more!
Wealth Management Home Page Kit
Impress your agents and reps with this dynamic, yet user-friendly home page kit designed specifically for wealth management and financial services organizations.
- Includes easy-to-understand icons in a colorful, yet structured format.
- Sections of the home page include a spot for announcements and quick links to content.
- Use the template as is or add your logo and colors to customize the look.
Utilities Home Page Kit
Bring the team together with this ready-to-use template kit specifically designed for the utility industry.
- Easy-to-navigate sections include a spot for announcements and quick links to content and location maps.
- Includes multi-state, regional icons as well as graphics for customer service and field roles.
- Use the document as is, or as a template to build an information center for your users.
Urgent Care Home Page Kit
Communication issues will be a thing of the past with this multi-site home page kit designed for urgent care clinics.
- Includes a News section to ensure all users are aware of the latest information.
- Medical and pharmacy industry icons are included to make navigation easy.
- Ready-to-use for both call centers and customer-facing staff or as a template for inspiration!
Telecom Home Page Kit
Create a one-stop-shop for your users with this engaging, telecommunications industry-specific home page kit.
- Includes colorful, user-friendly images and icons.
- Sections available for announcements and quick links to content.
- Customizable for your organization, if desired, or available for release as is.
Roadside Assistance Home Page Kit
All will be running smoothly with this specifically-designed roadside assistance home page kit.
- Includes sections for announcements and quick links to content and maps.
- Ready-to-use as is or easily customized to suit your needs.
- Universally-recognized icons included for easy navigation and comprehension.
Retail Home Page Kit
Make everyday a good day for your users with this retail industry-specific home page kit.
- Sections of the home page include a spot for announcements and quick links to content.
- Use the template as is or add your logo and colors to customize the look.
- Includes easy-to-understand icons in a colorful and welcoming design.
Product Supply Home Page Kit
Have all your users’ needs under one roof with this ready-to-use home page kit designed for medical and dental supply organizations.
- Medical, dental and pharmacy industry icons are included to make navigation easy.
- Includes a News section to ensure all users are aware of the latest information.
- Release the document to both call centers and customer-facing staff or use as a template for inspiration!
Patient Access Home Page Kit
Make users’ lives easier with this user-friendly home page kit specifically designed for those working in patient access.
- Includes colorful and easy-to-understand icons and images.
- Sections of the home page include a spot for announcements and quick links to content.
- Customizable for your organization, if desired, or available for release as is.
Imaging Scheduling Home Page Kit
Improve efficiencies and reduce errors by providing a one-stop shop with this diagnostic imaging-specific home page kit.
- Includes sections for announcements, quick links to content, locations and scheduling procedures.
- Ready-to-use as is or easily customized to suit your needs.
- Detailed icons and images are included to ensure ease of navigation and comprehension.
Health Insurance Home Page Kit
Bring the team together with this ready-to-use template kit specifically designed for the health insurance industry.
- Easy-to-navigate sections include a spot for announcements and quick links to content.
- Includes icons and graphics for customer service, claims, enrollment and more.
- Use the document as is, or as a template to build an information center for your users.
Banking Home Page Kit
Improve performance and eliminate user frustration by providing a one-stop-shop with this home page kit specifically designed for the banking industry.
- Includes sections for announcements and quick links to policies and procedures.
- Ready-to-use as is or easily customized to suit your needs.
- Detailed icons and images are included to ensure ease of navigation and comprehension.
Credit Union Home Page Kit
Ensure consistency and member satisfaction by giving your reps an all-inclusive home page designed for credit unions.
- Includes colorful and easy-to-understand icons and images.
- Sections of the home page include a spot for announcements and quick links to content.
- Customizable for your organization, if desired, or available for release as is.