📃Documents
Patient Documents are designed for any kind of consent form that patient signs during the appointment. There are two types of signatures that can be placed into Documents - handwritten, from signature pad, and E-Sign with own patient key.
You can create your own document templates, or modify existing ones here - Configure Documents.
Open the Patient Profile and click on the Documents menu item at the top.
Click on the New Document button to create a new task.
You can see all documents in the list, click on it to open the details.
Document Actions - Add Signature, and more to Print, Edit, and Delete.
Create Document
To create a new document, click on the New Document button. In the opened window select a document template, and click on the Create Document button to confirm. You can edit document content before you submit it.
Update Document
Once you added a document, you can click on it to expand the details. You can view all of the document-related data with the action buttons at the right.
Document Actions:
Add Signature - click on it to open this document for patient signature (kiosk form);
More Actions •••
Print - create a pdf version of the document, including the patient signature at the bottom (if added);
Edit - edit document content, similar window as in Create Document;
Delete - completely remove this task from the patient records.
Configure Document
Open the link Configure Documents to edit your documents list.
Click on the New Document button to create a template.
Action buttons to Edit/Delete a document template.
Document Placeholders
You can add placeholders to your document content. When creating a document in the patient profile, those placeholders will be automatically replaced with the dynamic data such as:
System - current date, current time, etc.
Patient - various patient details, full name, phone, birthday, etc.
User - details for the user, who created this document, such as full name, contact details, etc.
Clinic - a clinic profile, name, phone, email, website link, and any other contact data.
Once you selected the required placeholder, it will be added to the bottom of the document
You can move it to any other place inside this document with the standard combinations for copy-paste.
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