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using_and_managing_consultation_templates [2013/06/12 09:47]
richard [Using and Managing Consultation Templates]
using_and_managing_consultation_templates [2014/11/04 15:33] (current)
richard [Using and Managing Consultation Templates]
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-**NB:** At present only the travel itinerary details are saved to the itinerary+**NB:** At present only travel itinerary details are saved, with the exception of [[patient_online_booking|Online Bookings]] which also save the patient'​s health assessment. 
 + 
 +===== Creating a Template: =====
  
-Creating a Template: 
   - On the Consultation Summary page click the Manage Templates link   - On the Consultation Summary page click the Manage Templates link
   - The Name or Patient ID of the patient will appear in a field below. You can rename the template if you wish   - The Name or Patient ID of the patient will appear in a field below. You can rename the template if you wish
   - Click the Create Template link to save the template   - Click the Create Template link to save the template
  
-Using a Template:+===== Using a Template: ​===== 
   - Add a new patient to the Waiting Room.    - Add a new patient to the Waiting Room. 
   - If there are templates available a drop down list will appear next to the Start Consultation button   - If there are templates available a drop down list will appear next to the Start Consultation button
   - Select the desired template and start the consultation   - Select the desired template and start the consultation
  
-Managing Templates+===== Managing Templates ​===== 
   - On the Waiting Room screen click the Manage Templates button   - On the Waiting Room screen click the Manage Templates button
   - A list of currently active templates will appears   - A list of currently active templates will appears
   - Check those you wish to delete   - Check those you wish to delete
   - Click the Delete button   - Click the Delete button
 +
 +===== Templates created via Online Bookings =====
 +
 +Patients [[appointment_module|booking appointments]] via the Online Booking feature create a Consultation Template which includes their travel itinerary and the completed health assessment. The templates are automatically name after the patient and the date the appointment was made.
  
  
using_and_managing_consultation_templates.txt · Last modified: 2014/11/04 15:33 by richard
 
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