Resources - Clinical Templates: Quick Guide

Clinical Templates in MediRecords are structured digital forms that guide clinicians through common scenarios such as general examinations, cardiovascular assessments, or musculoskeletal reviews. They ensure that important details are not overlooked and help standardise the way information is recorded across the practice. Templates can be used straight from the MediRecords library, which includes contributions from the broader MediRecords community, or you can request custom-built templates tailored to your clinic’s unique needs.

To access your clinical templates, open the Resources page (click More -> Resources) and click Clinical Templates.





The Clinical Templates page displays a summary of all the clinical templates that have been published by MediRecords and the clinicians that contribute to the MediRecords Community. From this page you can see the Category, Type, Name, Share level, Rating and Status of the template, as well as who the template was Created By.

By default, the Clinical Templates summary displays a list of all Active templates, which are all fully functional, and ready to be used in examinations in your clinic. 

 

To Filter Clinical Templates from the summary, click Filter to reveal a drop-down list, and select Active or Inactive to filter clinical templates based on their status.

 

To Search for a Clinical Template, click the Search-box and type in a Keyword from the Name. Press Enter and the system will display a list of the closest matches.

 

To Request a Clinical Template, click Request Clinical Template and you will redirected to the MediRecords contact page (either in a new tab or new window, depending on your web browser settings). If the window does not open, you may need to "Allow pop-ups" from the MediRecords in your web browser settings.



Fill the contact form with all the required details, as well as a brief summary about the content the proposed clinical template.

Click Send to send the request to the support team.

 

 

To Preview a Clinical Template, click the Tick-box next to the name to reveal a list of options. Click Preview to open a preview of the form in read-only format.

 

 

Once you have finished reviewing the template, click the X in the right-hand corner to close the form.

 

 

To remove a clinical template from your summary, you can deactivate it by changing the status. Deactivating a clinical template will flag it as Inactive, and it will be removed from your active clinical templates summary.

Inactive clinical templates can be reactivated and returned to your summary.

To Deactivate a Clinical Template, click the Tick-box next to the name to reveal a list of options. Click Update Status to reveal a drop-down list, and click Deactivate to move the clinical template to the Inactive list.



To Reactivate a Clinical template, navigate to your list of inactive clinical templates (click Filter, then click Inactive, to switch the Inactive list).
Click the Tick-box next to the name of template to reveal a list of options. Click Update Status to reveal a drop-down list and click Activate to move the clinical template back to the Active list.



To Change the Status of Multiple Clinical Templates, click the Tick-boxes next to the names to reveal a list of options. Click Update Status to reveal a drop-down list, and then click Activate or Deactivate.

This process is the same for both Active and Inactive clinical templates.