Create Report/Record

Create Report/Record

Info
From previously created templates, there is the option to create reports for each patient. Consult the article Create/Edit Report/Document Template

Creating a report

You can create a report from the patient's documents, or you can create and link it directly within the EMR in the Treatment, Episode, or Medical history.

Via EMR - Episode, Medical history

Open the patient file and at the bottom of the Episode or Medical history, click [Add attachment]. In the dropdown menu, now choose [+Create a document from template].

 

Via EMR - Treatment

Open the patient file and open the desired treatment. Here, click the  button. In the dropdown menu, now choose [+Create a document from template].



Via Documents

Open the patient file and go to [Documents].

In Documents, click [+ Add file] at the top right. In the dropdown menu, now choose [+Create a document with a template].


Creating the report

Now follow these steps:


  1. Choose which report should be created from the templates.
  2. Choose a recipient (optional).
  3. Choose a practitioner.
  4. Give the report a title.
 
Once all these options are filled in, click [Create document].



Now that the report has been created, you have the option to make further changes by clicking [Edit], download it by clicking the button, or save the document by clicking [Save document].


This report can now also be found in the patient's documents or the EMR attachment.