Resources - Clinical Templates: Quick Guide

Clinical Templates are structured digital forms that guide clinicians through common scenarios, such as general examinations or musculoskeletal reviews, ensuring key details aren't missed and information is recorded consistently across the practice. Because templates are built into the clinical record, completed templates become part of the patient's history, making follow-ups quicker for the whole care team. Use a template from the MediRecords library, which includes community contributions, or request a custom one for your clinic.

Contents:

1. Viewing the Clinical Template Resource Library
2. Filtering the Clinical Template Library
3. Searching the Clinical Template Library
4. Requesting an Addition to the Clinical Template Library
5. Previewing a Clinical Template
6. Deactivating & Reactivating a Clinical Template

Viewing the Clinical Template Resource Library

1. Click More to reveal a drop-down list, and select Resources.
2. 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.

Filtering the Clinical Template Library

1. Click Filter to reveal a drop-down list.
2. Select Active or Inactive to filter clinical templates based on their status.
   
    

Searching the Clinical Template Library

1. Click the Search box and type a keyword from the template's name.
2. Press Enter. The system displays a list of the closest matches.
   
    

Requesting an Addition to the Clinical Template Library

1. Click Request Clinical Template. You'll be redirected to the MediRecords contact page, either in a new tab or a new window depending on your browser settings. If the window doesn't open, you may need to allow pop-ups from MediRecords in your browser settings.
   
    
2. Fill in the contact form with all required details, plus a brief summary of the content of the proposed clinical template.
3. Click Send to send the request to the Support team.

Previewing a Clinical Template

1. Click the Tick-box next to the template's name to reveal a list of options.
2. Click Preview to open a read-only preview of the form.
   
    
3. Once you've finished reviewing the template, click the X in the top-right corner to close the form.

Deactivating & Reactivating a Clinical Template

Deactivating a clinical template flags it as Inactive and removes it from your active Clinical Templates summary. Inactive clinical templates can be reactivated and returned to your summary at any time.

Deactivating a Clinical Template

1. Click the Tick-box next to the name to reveal a list of options.
2. Click Update Status to reveal a drop-down list.
3. Click Deactivate to move the template to the Inactive list.
   
    

Reactivating a Clinical Template

1. Click Filter, then click Inactive to switch to the Inactive list.
2. Click the Tick-box next to the name of the template to reveal a list of options.
3. Click Update Status to reveal a drop-down list.
4. Click Activate to move the template back to the Active list.
   
    

Changing the Status of Multiple Clinical Templates

1. Click the Tick-boxes next to the names to reveal a list of options.
2. Click Update Status to reveal a drop-down list.
3. Click Activate or Deactivate. This process is the same for both Active and Inactive templates.