Document templates, similar to Snippets, are templates that can be applied to documents that are to be sent to patients and specialists. Examples of document templates are referral letters and medical certificates.
From a patient's profile, click onto the Documents tab.
In the top-right corner, click on the 'Create' button and a pop-up box will appear.
Type in the name of the document.
From the drop-down list, select the document template that you want to apply.
βNote these will need to be pre-configured beforehand.Click the 'Create' button and the document editor window will open.
The document template will appear in the editor. Go ahead and edit the document. You can add images, videos and links and also embed videos to the document template.
Once completed, click the 'Print' icon in the bottom-right corner.
Print out the document or save as PDF (if you have the option in the Print Preview page).
In future, we will have the ability to send the document via email.