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Accessing and Managing Patient Education

Overview

This guide outlines how to manage patient education documents. These documents can be provided to patients to support their understanding of health conditions and treatments.

​Table of Contents

 

  1. 🎓 Accessing Patient Education in Resources

    • Navigate to the Patient Education section in Resources

  2. 🎓 Creating and Uploading Patient Education Materials for Private or Practice Use
    • Upload documents for private or practice-wide use.
  3. 🎓 Editing Your Private or Practice Shared Patient Education

    • Update existing patient education materials.

  4. 🎓 Previewing an Added Document
    • Open documents to preview content before use.
  5. 🎓 Managing Patient Education Status: Deactivation and Activation
    • Activate or deactivate materials as needed.
  6. 🎓 Printing or Deleting Using the More Option
    • Use More to print or delete a document.

🎓 Accessing Patient Education in Resources

 

1. Access the submenu options by clicking on More in the Navigation Menu to expand the list.

 

Access the submenu options by clicking on More in the Navigation Menu to expand the list.
 

2. Click on Resources.

 

Click on Resources.
 

3. Click on Patient Education.

 

Click on Patient Education.
 

4. Review the Patient Education grid list.

 

Review the Patient Education grid list.
ℹ️ The grid list comprises community-shared templates accessible to all users of MediRecords.

 

🎓 Creating and Uploading Patient Education Materials for Private or Practice Use

5. Click New.

 

Click New.
 

6. Click on the Category Field to choose from the available category options.

 

Click on the Category Field to choose from the available category options.
 

7. Select the Share Field to choose whether your selection pertains to Private or Practice.

 

Select the Share Field to choose whether your selection pertains to Private or Practice.
ℹ️ When selecting Private, only you, as the uploader, will have access to the content. Opting for Practice will make the content accessible to all users within your practice.

 

8. Select the Name Field and input a custom name for this document.

 

Select the Name Field and input a custom name for this document.
 

9. Click on Select File to upload your document to MediRecords.

 

Click on Select File to upload your document to MediRecords.
 

10. Select Save to finalise and apply the changes made.

 

Select Save to finalise and apply the changes made.
ℹ️ This entry is now visible in your active Patient Education grid list and accessible within the Patient Clinical Tab using the Patient Education Feature. 

 

🎓 Editing Your Private or Practice Shared Patient Education

 

11. Utilise the search bar above the grid to find and select the specific document you want to edit.

 

Utilise the search bar above the grid to find and select the specific document you want to edit.
 

12. Alternatively, click the filter option to narrow down your search.

 

Alternatively, click the filter option to narrow down your search.
 

13. Filter by Private or Practice shared documents to locate the specific document you want to edit.

 

Filter by Private or Practice shared documents to locate the specific document you want to edit.
 

14. Select the checkbox beside the document you want to edit.

 

Select the checkbox beside the document you want to edit.
 

15. Select Edit located above the grid list.

 

Select Edit located above the grid list.
 

16. Make the necessary changes where applicable.

 

Make the necessary changes where applicable.
 

17. Select Save to finalise and apply the changes made.

 

Select Save to finalise and apply the changes made.

 

🎓 Previewing an Added Document

 

18. Check the box next to the entry you want to preview.

 

Check the box next to the entry you want to preview.
 

19. Select Preview located above the grid list.

 

Select Preview located above the grid list.
ℹ️ The document will open in a separate window for you to preview.

 

🎓 Managing Patient Education Status: Deactivation and Activation

 

20. Click on the Status option located above the grid list to deactivate.

 

Click on the Status option located above the grid list to deactivate.
 

21. Choose Deactivate to initiate deactivation.

 

Choose Deactivate to initiate deactivation.
ℹ️ Upon deactivation, the item will be hidden under the Inactive filter.

 

22. To activate an inactive entry, click on the Filter option located above the grid list.

 

To activate an inactive entry, click on the Filter option located above the grid list.
 

23. Check the box corresponding to Inactive.

 

Check the box corresponding to Inactive.
 

24. Check the box next to the entry you wish to activate.

 

Check the box next to the entry you wish to activate.
 

25. Click on the Status option located above the grid list.

 

Click on the Status option located above the grid list.
 

26. Choose Activate to confirm this action.

 

Choose Activate to confirm this action.

 

🎓 Printing or Deleting Using the More Option

 

27. Check the box next to the entry you wish to action.

 

Check the box next to the entry you wish to action.
 

28. Select More located above the grid list.

 

Select More located above the grid list.
 

29. Select Print to print the document or Delete to remove it.

 

Select Print to print the document or Delete to remove it.
ℹ️ When selecting delete, please note that the document will be permanently removed. There is no filter for deleted documents.

 

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