Is the report being prepared by the technician or by clerical staff?

Here are some references that you may want to skim.
Templates in Microsoft Word
Automated Boilerplate Using Microsoft Word

Form is ambiguous. Most of what I use is what Word calls an online form or protected form which is a type of Word document where the user can only enter information is specified spots.

To the programming world, form often means a UserForm which is a vba construct:
Create & Employ a Userform
Create a Simple Userform