This guide explains how to set up clinical file templates. A clinical file is a mail-merge document that is populated by patient information.
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Download PDFStep 1.
Head to Settings> Patients and click Clinical file templates.
Click Add new Clinical file templates.
Step 2.
This will open a pop-up box where you can create a Clinical file template.
You can upload a custom template by clicking the Upload file box.
To use the dictation feature, click the microphone icon next to the description box.
Click Upload file once complete.
Step 3.
Click on any folder to display your templates in the folder.
Click on a template, to open a side bar where you can edit or delete a template.
You can also download the file template attached, by clicking the download icon.
Want to learn more? Check out these related guides
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