Difference between revisions of "Templates for Patient Documents"

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==Overview==
==Overview==
This feature is new as of OpenEMR release 4.2.0.  It provides the ability to upload Templates in an Open Document format (MS Word or OpenOffice or LibreOffice), or as plain text or perhaps for other formats. Use them as boilerplate for creating documents that can then be uploaded to the patient documents area in the usual way or downloaded to the "Local" computer.
This feature was added to version 4.2.0.  It provides the ability to upload Templates in an Open Document format (OpenOffice or LibreOffice) or as plain text. Use them as boilerplates for creating documents that can then be uploaded to the the Patient Summary, Documents tab in the usual way or downloaded to localhost.


==Keywords==
The .php file has been configured with the following list.


:* {PatientName} (FirstName Middle Lastname)
:* {PatientName}   (FirstName Middle Lastname)
:* {PatientID}   (External ID)
:* {PatientID}   (External ID)
:* {PatientDOB}  (yyy-mm-dd)
:* {PatientDOB}  (yyy-mm-dd)
:* {DOS}         (Date of service in the format of yyyy-mm-dd)
:* {DOS}   (Date of service in the format of yyyy-mm-dd)
:* {ReferringDOC}(Name of refferer doctor)
:* {ReferringDOC}   (Name of Referring Provider)
:* {ChiefComplaint}
:* {ChiefComplaint}
:* {Allergies}
:* {Allergies}
:* {Medications}
:* {ProblemList}
:* {ProblemList}
:* {PatientSex}
:* {PatientSex}
:* {Address} (street address only i.e. 1224 Oakdale Rd.)
:* {Address}   (street address only, e.g., 1224 Oakdale Rd.)
:* {City}
:* {City}
:* {State}
:* {State}
:* {Zip}
:* {Zip}
:* {PatientPhone} (output in this form: (000)000-0000)
:* {PatientPhone}   (output in this form: (000)000-0000)
:* {LBFxxx:fieldid}  (data from the specified field of a LBF instance)
:* {DEM:fieldid}  (data from the specified field of patient demographics)
:* {HIS:fieldid}  (data from the specified field of patient history)
 
If the user wishes to '''expand''' this list of keywords, he must '''change''' the [https://github.com/openemr/openemr/blob/master/interface/patient_file/download_template.php codes].


==Installing a Template==
==Installing a Template==
The first step is to create a Template on your local computer with one of the mentioned word processors.
The first step is to create a Template on your local computer with one of the mentioned word processors.


The to be Uploaded Templates may contain any of these keywords (the fields {...} contain the information entered during Demographics, and other history or summary during the encounter)
A sample file, [http://www.open-emr.org/wiki/index.php/File:Woc.zip woc.zip], is available as a download. It must be extracted before it can be deployed.
 
The Template may contain any of these keywords (the fields within {...}, pertaining to information entered in the Patient Summary or from the encounter).
Next step is to name the Template with something memorable.
 
Remember to give the file the '''same extension''' as the word processor. (For OpenOffice/LibreOffice, it should be "file.odt"). This helps to avoid errors when opening the file for editing before printing. 
 
Navigate from the Left Navigation side bar to Miscellaneous, Document Templates, browse for the file and click Upload.
[[File:4dtem.png|center]]
 
 


Next step is to upload the Template made with the mentioned {.. fields ..} and give the Template a well recognizable name.  
[[File:6dtem.png|center]]


Browse => Give the Template the correct name =>


Use the same menu options as before: Template uploading is done via a new menu item, Miscellaneous => Document Templates (and so becomes a generals usable Template).


==Using a Template==
==Using a Template==
In the documents area, a drop-list has been added where you may select and download a document.
In Documents, a drop-down list has been added where you may select and download an .odt file.
: To create a document for a certain Client, be sure to enter some information that will show as in the active encounter.
 
: The template always has to be connected to Client information.
The Template always has to be connected to a specific patient.


Go to Client => Summary => Documents => Patient Information => Search in the line for: Download document-template for this patient and visit. Select Template => '''Fetch''' => Make a choice to "Open with" or "Save file" .......  
Be certain to have data in the active encounter; if related keywords, such as {DOS}, have been included in the Template.
Go to the Patient Summary, Documents tab, click Patient Information, select the Template from the drop-down and click Fetch.


The downloaded document will have its keywords replaced with actual data from the currently selected patient, reffering doctor provider, and encounter.


'''There you are:''' The file will be opened in OpenOffice writer (another great FreeWare product) and is ready for some additional corrections, formatting, do final edits or save it (perhaps as a PDF). Next the file can be send as e-mail attachment, printed, or saved for later use or for uploading the finalized file as a patient document in the usual way.
[[File:3dtem.png|center]]




'''Templates in Download ZIP format for OpenOffice Word Processor:'''
The downloaded document will have its keywords replaced with actual data from the currently selected patient, referring  provider, encounter, etc. This is an [[Media:Woc_Boleyn.pdf|illustration]].
: HIPAA-Document is a non-official kind of file to make a HIPAA acceptable file with all relevant patient information {some-fields},  
: Donations is a more to the point document with only essentials {some other-fields}, the to be DONATED amount is not included!
: All available fields is a Document with all available fields  that will show in this kind of Document template.


Download this [[File:openoffice_three_test_files.zip]]
The file will be opened in the word processor and is ready for additional corrections, formatting and final editing.


''If the correct fields are filled the Document should show the information without {...}''
The .odt file can be converted to a .pdf file by clicking the File tab and choosing Export as PDF.
 
The file also can be sent as an email attachment, printed, saved, or uploaded to the Documents tab.


==Problems==
==Problems==
One gotcha is that the Word Processing Application might insert XML tags randomly into the middle of keywords as you type them in (This happens when using a non-plain text word processor) It keeps the parser fields from being recognized as keywords at download time.  
One pitfall is that the word processing application might insert XML tags randomly into the middle of keywords as you type them, (this happens when using a non-plain text word processor). It keeps the parser fields from being recognized as keywords during download.
: '''Advise:''' keep a list of the Parser Fields as plain text in another plain text file and Copy => Paste to insert them into the document.  
Solution: Keep a list of the parser fields as plain text in another file. Copy/paste to insert them into the document.
 
= Conclusion =
This page discusses the original document template feature which still has some relevant information, for example the tags and basic construction techniques.  Over the years templates have evolved quite a lot; this page
[[Patient_Portal_Document_Templates]]
 
has more up- to- date feature information and links to further developments.
 
For the original forum discussion this might be of interest but that forum is closed so can't be posted to:
[http://sourceforge.net/p/openemr/discussion/202506/thread/89134be4/?limit=25#e21d here].
 


[[Category:User Guide 4.1.3]][[Category:User Guide]]
[[Category:User Guide 4.2.0]][[Category:User Guide]]

Latest revision as of 18:57, 7 November 2024

Overview

This feature was added to version 4.2.0. It provides the ability to upload Templates in an Open Document format (OpenOffice or LibreOffice) or as plain text. Use them as boilerplates for creating documents that can then be uploaded to the the Patient Summary, Documents tab in the usual way or downloaded to localhost.

Keywords

The .php file has been configured with the following list.

  • {PatientName} (FirstName Middle Lastname)
  • {PatientID} (External ID)
  • {PatientDOB} (yyy-mm-dd)
  • {DOS} (Date of service in the format of yyyy-mm-dd)
  • {ReferringDOC} (Name of Referring Provider)
  • {ChiefComplaint}
  • {Allergies}
  • {Medications}
  • {ProblemList}
  • {PatientSex}
  • {Address} (street address only, e.g., 1224 Oakdale Rd.)
  • {City}
  • {State}
  • {Zip}
  • {PatientPhone} (output in this form: (000)000-0000)
  • {LBFxxx:fieldid} (data from the specified field of a LBF instance)
  • {DEM:fieldid} (data from the specified field of patient demographics)
  • {HIS:fieldid} (data from the specified field of patient history)

If the user wishes to expand this list of keywords, he must change the codes.

Installing a Template

The first step is to create a Template on your local computer with one of the mentioned word processors.

A sample file, woc.zip, is available as a download. It must be extracted before it can be deployed.

The Template may contain any of these keywords (the fields within {...}, pertaining to information entered in the Patient Summary or from the encounter).

Next step is to name the Template with something memorable.

Remember to give the file the same extension as the word processor. (For OpenOffice/LibreOffice, it should be "file.odt"). This helps to avoid errors when opening the file for editing before printing.

Navigate from the Left Navigation side bar to Miscellaneous, Document Templates, browse for the file and click Upload.

4dtem.png


6dtem.png


Using a Template

In Documents, a drop-down list has been added where you may select and download an .odt file.

The Template always has to be connected to a specific patient.

Be certain to have data in the active encounter; if related keywords, such as {DOS}, have been included in the Template.

Go to the Patient Summary, Documents tab, click Patient Information, select the Template from the drop-down and click Fetch.


3dtem.png


The downloaded document will have its keywords replaced with actual data from the currently selected patient, referring provider, encounter, etc. This is an illustration.

The file will be opened in the word processor and is ready for additional corrections, formatting and final editing.

The .odt file can be converted to a .pdf file by clicking the File tab and choosing Export as PDF.

The file also can be sent as an email attachment, printed, saved, or uploaded to the Documents tab.

Problems

One pitfall is that the word processing application might insert XML tags randomly into the middle of keywords as you type them, (this happens when using a non-plain text word processor). It keeps the parser fields from being recognized as keywords during download.

Solution: Keep a list of the parser fields as plain text in another file. Copy/paste to insert them into the document.

Conclusion

This page discusses the original document template feature which still has some relevant information, for example the tags and basic construction techniques. Over the years templates have evolved quite a lot; this page Patient_Portal_Document_Templates

has more up- to- date feature information and links to further developments.

For the original forum discussion this might be of interest but that forum is closed so can't be posted to: here.

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