Custom Medical Templates for Patient Care
Did you know that using custom templates in medical records can improve documentation by 30%? Our system has dynamic, customizable templates that adapt to your workflows in any healthcare setting. For patient intake, lab reports or physician notes, these templates are detailed so every piece of information is at your fingertips.
In this article we will go over how our system allows you to create, customize and manage medical record templates. From building forms to using Word and PDF templates, we will cover everything you need to create, edit and optimize templates for daily medical record keeping.
Custom Patient Forms
In our system custom patient forms are the foundation for collecting patient information in a structured and standardized way. Administrators can build these forms using the Form Template Designer which allows for adding various data fields based on your data collection needs.
Field Options: Choose from text boxes, dropdowns, checkboxes and more to collect specific information like symptoms, family history or recent treatments.
Category-Driven Design: Custom forms can be categorized—vitals, history, lab results, etc.—so they are only accessible to the right department or staff group. For example lab result forms are only for laboratory staff, vitals forms are for nursing staff.
Unique Value Fields: Set up fields with data that doesn’t change over time (e.g. nationality or medical history) so you can have consistent records across patient visits.
Form Cloning: Clone templates to save time on repetitive designs, so you can reuse existing forms without starting from scratch .
Patient Word Templates
Patient Word Templates simplify data entry for various patient records, from consultations to imaging results. With our system you can either create new templates or import existing templates from our library. This gives you the flexibility to set up patient documentation the way you need for your workflow.
Report Template Selector: Located under Patient Documents in the Records tab this selector allows you to filter, preview and accept templates so users can find the exact template they need for each type of document.
Template Customization: Customize each template in Word before adding it to the system. The editor also allows cloning, renaming and previewing templates within the system before they are finalized in the patient’s record.
Predefined Templates: Choose from over 30 templates for consent forms to surgical histories. Imported templates can be customized as needed to fit your clinic’s workflow.
Flexible Import Options: Templates can be created from scratch, from existing files or imported from PDF or Word files. Any imported files will be added to the template library and available to all system users .
Using Word and PDF Templates
Our system allows you to use Word and PDF templates in patient records for various types of documentation. This feature makes it easy to add common forms without redesigning.
MS Word Templates: Users can add Word templates to documents from the Template Selector. These templates can then be edited in Word so you can do detailed formatting and add complex fields or tables.
PDF Form Support: PDF forms can also be added so the system can merge patient details, consultation data and other records into pre-structured PDF files. Fields in the PDF can be set up to auto-populate from patient record data so you save time on data entry.
Editing and Saving: Word and PDF files are editable in the patient record; users can edit, save and go back to the files as needed without leaving the system.
Field Merging: Auto-populate fields in a PDF by using designated placeholders. This is useful for labs or any document that requires fields to be pre-filled from patient data .
Form Template Designer
The Form Template Designer is where new form templates are born. This tool allows you to arrange fields, sections and labels for a specific data collection purpose. Three panels—Structure, Preview and Properties—give you full control over the form layout and functionality.
Structure Panel: Arrange sections and fields in a logical order. Add fields, move sections or clone elements as needed. Great for complex template structures.
Preview Panel: See a live preview of what the form will look like when deployed so you can make layout changes on the fly.
Properties Panel: Define field properties, including names, default editors (e.g. dropdown or textbox), value options and layout styles like size, font or color. So you can customise forms to meet your aesthetic and functional needs .
Templates Across Patient Interactions
Templates are integrated into various points in the patient care journey. These templates can be used in the Patient Editor, Consultation Editor and even in lab and imaging modules. Integration is designed to make data entry quick and consistent across the board.
Patient Editor Integration: Templates can be accessed from within the Patient Editor, under the History & Custom tabs. Common templates like medical or surgical history are displayed by default. Users can switch between templates to update specific sections based on the patient’s progress.
Consultation and Review of Systems: In the Consultation Editor, templates for systems review, vitals and physical exams can be added. This way each consult has relevant data organized and available so you can make more informed clinical decisions.
Nurse Notes and Vitals Tracking: Templates under vitals are available to nursing staff for accurate documentation of patient vitals in Nurse Notes so you can track over time.
Treatment Plans: In treatment plans users can assign form templates for specific actions like recording observations or noting medication effects. The system will automatically prompt the correct form so staff can follow through on treatment steps without missing critical documentation .
Template Categories
To make it easy to find and manage templates our system categorises templates. Form Categories and Field Categories allow administrators to control which staff members can access specific templates so you can control security and compliance.
Form Categories: Organise forms by usage areas like Lab Results, Vitals or Imaging. For example lab staff can be given access only to Lab Results templates and imaging staff to Imaging Results so templates are only visible to those who need to see them.
Field Categories: Fields can be marked as unique, static (like a history field) or dynamic (like vitals) and assigned to categories that determine where they appear in the patient timeline or consultation records. This structured approach makes data entry faster and historical records more consistent .
Reporting and Exporting from Forms
Templates in our system aren’t just for data entry – they can also be used for reporting. Users can export patient data in various formats so you can review or analyse externally.
Forms Reporting: Users can print or export data from within the Form Editor. By clicking “Print” reports will be generated according to the template design and will capture all completed fields.
Export to CSV: For bulk data management templates support CSV export options which are great for longitudinal studies or auditing.
Placeholder Customization: Within templates placeholders can be used for custom fields so users can arrange exported reports in the format that suits their workflow .
Summary
Our system’s template customization options are robust and cater for all medical documentation needs. From setting up patient specific forms to integrating Word and PDF templates and even generating reports our features bring precision and flexibility to patient data management. As healthcare organizations try to keep records accurate and organized customizable templates in our system is the structured solution for your organization’s specific needs.
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