Create Report/Record

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.