Tailor Medical Document Templates to Fit Your Practice

Our medical document templates are flexible for healthcare providers who want to boost documentation speed and accuracy. Whether you’re managing patient records, consultation notes or specialist reports, the system allows you to create, edit and manage document templates to suit your practice. This page explains how you can use these features to streamline your workflows.

Customizable Document Templates Overview

Medical documentation is key to keeping patient records accurate, continuity of care and meeting administrative requirements. But creating and managing these documents can be a time suck without the right tools. Our software solves these problems by offering fully customizable document templates to make document creation easier.

With our system medical staff can manage various documents including patient charts, consultation summaries, lab reports and imaging records. The templates are stored centrally so all users can access and edit them as needed for consistency across the practice.

Document Template Module Features

1. Template Creation and Editing:

• Our software allows healthcare professionals to create templates from scratch or import existing ones. The flexibility means each template can be tailored to your practice’s needs. You can add, remove or modify fields to make it easier to capture patient information.

• Users can also import Word files directly which are then saved into the system for easy access and future use.

2. Predefined Templates:

• The software has a library of over 30 hospital templates covering all medical documentation needs. These templates are editable so you can get up and running with standardized documentation quickly. Examples are medical history templates, examination reports and imaging requests.

3. Cloning and Editing Templates:

• For convenience the software allows cloning of existing templates. This is useful when you need to create variations of a common document type. Cloning allows users to duplicate a template and edit it without affecting the original so you save time and maintain consistency.

4. Centralized Template Management:

• All templates are stored in a central database accessible to authorized users. This centralization means templates are consistent across all users and departments and minimizes documentation discrepancies and errors.

• The database allows for easy renaming, editing and deleting of templates so administrators have full control over the documentation process.

Word or PDF Forms

The system supports multiple document formats including PDF forms which can be filled in within the software. This allows patient information to be merged with the form fields to create complete patient documents without manual data entry.

To use a PDF form template:

• Go to Patient Documents.

• Select the template and merge with patient records. This brings medical staff the ability to create complete documents quickly by pulling data from patient charts or lab results.

• Save or print the document directly from the software so it’s a seamless transition from digital to physical when needed.

Editing and Management

Editing existing documents is easy in our system. Users simply select the patient document and open it in the built-in editor. The editor supports Word and PDF formats so staff can make changes without leaving the software. Once changes are made the document can be saved back into the database for a complete record of patient interactions.

If a document needs to be updated frequently like consultation summaries or patient visit notes the system has tools to get to it quickly and edit it so the latest information is always available.

Importing and Managing Templates

The system allows you to import predefined templates which you can preview and select from:

• Go to "Report Template Selector" to view templates.

• Choose from various categories and customize before importing.

• Users can also rename and preview templates during the selection process so they can choose the right one for their needs.

Once imported templates are stored in the system’s database so they can be easily accessed and edited. This is useful for clinics or hospitals that need multiple types of reports like pediatrics growth charts or specialty exam forms.

Collaboration and Accessibility

The software is designed for collaboration so all staff from administrators to clinicians have access to templates and documents:

• Documents in the system are available to all authorized users so information is shared across departments quickly.

• Centralized storage means updates to templates or documents are available to the right users instantly so no need for multiple versions of a document and less errors.

Patient Records

To make it even more efficient the software integrates with patient records so templates can be linked and accessed from patient charts:

• This integration allows new documents to be added directly from the patient’s chart so all relevant information is recorded and easily retrieved.

• Patient history, consultation details and other medical forms are accessible and editable through this centralised approach so continuity of care and record keeping is improved.

Summary

Customizable medical document templates are a must have for any healthcare provider to improve documentation. With our software you can create, edit and manage many types of medical documents so your practice runs smoothly and patient care is high.

Our software has:

• A large library of pre-built templates to customise.

• In-built editor to manage and edit documents.

• Direct integration with patient records so it’s quick and complete.

By using this you can make your practice more efficient and patient documentation better.