Difference between revisions of "Templates for Patient Documents"
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This feature is new as of OpenEMR release 4.1.3 (march 2014). 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 is new as of OpenEMR release 4.1.3 (march 2014). 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. | ||
:* {PatientName} | :* {PatientName} | ||
Revision as of 00:54, 26 March 2014
Overview
This feature is new as of OpenEMR release 4.1.3 (march 2014). 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.
- {PatientName}
- {PatientID}
- {PatientDOB}
- {DOS} (Date of service)
- {ReferringDOC}
- {ChiefComplaint}
- {Allergies}
- {ProblemList}
- {PatientSex}
- {Address} (street address only i.e. 1224 Oakdale Rd.)
- {City}
- {State}
- {Zip}
- {PatientPhone} (output in this form: (000)000-0000)
Next step is to upload the Template made with the mentioned {.. fields ..} and give the Template a well recognizable name. Browse => Give the Template the correct name =>
To create a document for a certain Client, be sure to enter some information that will show as an encounter. Go to Client => Summary => Documents => Patient Information => Search in the line for: Download document-template for this patient and visit, your template.....Select Template => Fetch => Make a choice to "Open with" or "Save file" .......
There you are: The file will be opened in your favorite Word processor and is ready for some additional corrections, formatting, etc. Next the can be send as e-mail attachment, printed, or saved for later use.
Installing a Template
Template uploading is done via a new menu item, Miscellaneous -> Document Templates.
Using a Template
In the documents area, a drop-list has been added where you may select and download a document. The downloaded document will have its keywords replaced with actual data from the currently selected patient and encounter. You can then do final edits with your word processing app, save it (perhaps as a PDF), and upload as a patient document in the usual way.
Problems
One gotcha is that the word processing apps might insert XML tags randomly into the middle of keywords as you type them in. This keeps them from being recognized as keywords at download time. What works is to keep a list of them somewhere as plain text and copy-and-paste to insert them into the document.
