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Create Report/Record

From previously created templates, there is the option to create reports for each patient.

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.

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