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How to Create & Use Medical Report Templates

Overview  Medical report templates in Helix are free-text templates that doctors or nurses can use when documenting patient visits. These templates are not linked to any specific branch or department, meaning anyone in the clinic can access them once created.

🔧 Where to Create Medical Report Templates

  1. Go to Control Panel

  2. Navigate to EMR Settings > Medical Report Templates

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📝 How to Create a New Template

  1. Click on the ➕ Add button

  2. Enter a Title for the report template

  3. Add the Body Content using the rich text editor (you can include tables, styled text, placeholders, etc.)

  4. Click Save Template

The template will now appear in the template dropdown when filling in a patient's medical report.

💡 Pro Tip:

You don’t need to assign these templates to any branch or department. Once saved, they are available globally across all users in the clinic.

🧑‍⚕️ How to Use a Template During a Patient Visit

  1. Open the Medical Record screen of the patient

  2. Under Choose Medical Templates, select Report

  3. A new field will appear called Select Form

  4. From this dropdown, choose the report template you previously created

🧾 What Gets Auto-Filled?

Once selected, the following are automatically added to the report:

  • Clinic logo, header, and footer

  • Patient demographic details (name, DOB, ID, contact info)

  • Doctor's name

You can now freely edit the template content to suit the specific patient case.

📝 Final Steps & Options

Once you're done editing the report, you’ll see a set of action buttons at the bottom of the screen:

  • Save & Send for Approval – Use this when the report needs to be reviewed and approved by another user (like a senior doctor or department head). They’ll receive a task/notification to approve it.

  • Approve – If you're authorized to finalize the report yourself, use this to directly approve it.

  • Save – Use this to save your work as a draft if you want to come back and continue editing later.

  • Preview PDF – Opens a preview of the report layout as a PDF.

    • Generate PDF – Downloads the report as a PDF file, ready for printing or saving.

    • Send by Email – Allows you to email the report directly from within Helix.

  • Generate Signatures – Once the report is approved, this option becomes available. It automatically adds the doctor’s signature and stamp to the report.