Part 1: Creating a Medical Template
Step 1: Go to the Medical Template Settings
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Navigate to Control Panel > EMR Settings > Medical Templates
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View existing templates or click the ➕ icon at the top right to create a new one.
Step 2: Enter Template Information
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In the “Add Medical Template” form, fill out:
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Departments (where the template will be used)
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Share With Branches (choose branches or toggle All Branches to make it global)
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Template Name and Description
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Step 3: Add Field Groups
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Under the Groups section:
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Enter a Group Name
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Add Field Names, select Type (Text, Number, Dropdown, etc.), define Values if needed, and mark fields as Required where applicable.
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You can add multiple groups and fields.
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A real-time Preview of your template appears on the right.
Step 4: Save the Template
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Click Add once you're done.
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The template is saved and becomes available for use by practitioners in the selected departments.
Part 2: Using a Medical Template
Step 1: Open the Patient’s Medical Record
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Navigate to a patient record with a service linked to a department that uses the medical template.
Step 2: Select a Template
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In the Choose Medical Templates dropdown, select the desired template.
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The selected template will appear below with all configured fields.
Step 3: Fill and Save
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Enter the medical information directly into the template fields.
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Click Save once complete.
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The filled-out template is saved in the patient’s Medical Report and Medical History.
✅ Tips
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Only users with access to control panel & EMR settings (e.g., Admin or Clinical Ops) can create or edit medical templates.
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Templates must be assigned to at least one department to appear in the medical record.
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Toggle All Branches to allow cross-branch usability of a template.
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Medical practitioners can only view templates assigned to their department during consultation.
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Don’t forget to hit Save after filling in the template — this ensures the data reflects in the patient’s medical history.