Introduction
This article explains how to upload and create new document templates within the system. Document templates help standardize patient administration and speed up documentation processes. This guide will walk you through uploading, naming, and saving a new template step-by-step.
Main Content
Document template management is located within the patient handling module. Follow these steps to record a new template:
Navigation
In the main menu, go to Patient handling.
Select the Document templates option.
Uploading a New Template
In the list view, click the New template button.
In the pop-up window, click the file selection area and upload the desired document from your computer.
Enter the name of the template in the Name field (e.g., "Sample").
Optionally, add a comment in the Comment field.
Click the Save button.
Saving and Verifying
After uploading, the system automatically opens the template in the editor view. You can add fields here later, but for the initial setup, simply click the Save button.
After saving, you will be redirected back to the Document templates list view.
Verify that the new template appears in the list.
You can use the icons on the right side of the list to edit or delete the template later.
Tips
Tip: After uploading, the system immediately offers an editing option. If you do not wish to make changes yet, simply save the document to return to the list view.
Tip: Use clear names in the "Name" field to easily identify templates in the list later.
Summary
Templates are accessible under "Patient handling" -> "Document templates".
Uploading requires selecting a base file and providing a name.
After successful upload, the template appears in the central list, where it can be edited or deleted at any time.
FAQ
Can I modify the template after uploading?
Can I modify the template after uploading?
Yes, the system opens the editor after uploading, and you can also reopen the document for editing from the list view at any time.
Can a uploaded template be deleted?
Can a uploaded template be deleted?
Yes, you can delete an unnecessary template using the action buttons at the end of the corresponding row in the document templates list.
Is it mandatory to add a comment to the template?
Is it mandatory to add a comment to the template?
No, filling in the comment field is optional, but it can help clarify the template's function.