Document

Patient Documents

The Document module allows you to create, manage, and store official paperwork for your patients. Instead of typing out new forms from scratch every time, you can set up standardized templates (like consent forms or medical certificates) and instantly generate them for individual patients.

When Do I Use This?

• When a patient needs to fill out a new intake or registration form.
• When a doctor needs to issue a standard medical certificate or referral letter.
• When you need a patient to sign a consent form before a medical procedure.
• When organizing different categories of paperwork (e.g., "Legal", "Clinical", "Administrative").

How To Use

1. Creating a Document Type (Categories)

Types help you organize your documents into folders or categories.

1. Go to the Document Types section from the main menu.
2. Click + New.
3. Enter a Name (e.g., "Consent Forms" or "Certificates") and a brief Description.
4. Ensure the Active box is checked, then click Save.

2. Creating a Document Template (Blueprints)

Templates are your master copies. Once built, staff can use them over and over.

1. Go to the Document Templates section.
2. Click + New.
3. Enter a Name (e.g., "General Surgery Consent").
4. Use the text editor in the Body field to write the main document text.
5. Use the Form field to design any specific fillable questions or checkboxes.
6. Click Save.

3. Generating a Document for a Patient

This is how you apply a template to a specific patient's record.

1. Go to the Documents section and click + New.
2. Select the Patient from the dropdown list.
3. Choose the Date for the document.
4. Select a Template. (Note: As soon as you select a template, the system will automatically copy the pre-written text and form fields into your screen!)
5. Make any patient-specific adjustments directly in the Document or Form areas on your screen.
6. If the patient has signed the physical or digital copy, check the Signed box.
7. Click Save.

Field Descriptions

Patient Document Screen