TEMPLATE FOR PATIENT DOCUMENTS

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Template For Patient Documents

Introduction

This is a quick HOW-TO on uploading Templates for Patient Documents individually. You need Administrator privileges to do this.

This guide provides the steps you need to upload Templates for Individual Patient Documents on LibreHealth web interface. The templates can be uploaded as an OpenDocument format (.odt), Portable Document Format (.pdf) or plain text (.txt).

- Nnubia Ogbuefi, LibreHealth Documentation Candidate, [March 27th, 2018]

Steps

  • From the Top Nav menu, go to Miscellaneous --> Document Templates. This will pull up the Document Template Management tab.


Misc dt.png


To Upload a Template

  1. Under the Upload a Template column on Document Template Management tab.
  2. Click on Browse... and select the file earlier saved on the System, Drive or Network.
  3. Enter the Destination Filename or leave it blank.
  4. Click on Upload.


Dtm upload.png


The file becomes visible under the Download or Delete a Template column. Files under this column can either be downloaded or deleted.


Dtm download.png


  • From the Top Nav menu, go to Patient/Client --> Finder. This will pull up the Patient Finder tab.


Client Finder.png


In this illustration, we will use Demo Donny as our patient for individual collection.


Pf demo.png


  • Click on Documents under Demo Donny’s tab.


Dd documents.png


To Upload a File

  1. On the Documents tab, from the left column, select Patient Information under the Categories.
  2. Click on Browse... and select the file earlier saved on the System, Drive or Network.
  3. Enter the Optional Destination Name or leave it blank.
  4. Click on Upload.

The upload will be under the Patient Information.


D patientinfo.png


To Delete the Upload

  1. Simply click on the document uploaded, example 2018-03-27 woc.odt.
  2. Select the delete button.
  3. A pop-up will appear for you to select Yes, Delete and Log.
  4. Another pop-up will appear with the words Delete Successful.


Patientinfo.png


Yes delete.png


Conclusion

These are the steps required for the individual Patient Documents. Information on how to upload Templates for system collection of Patient Documents is quite different and will be in a separate guide to avoid confusion.

NOTE: the content of this documentation is the responsibility of the author.

If you have any questions, please explore the LibreHealthEHR community in the LibreHealth EHR forum: https://forums.librehealth.io/