Managing your Existing Patient Education Templates

Managing your Existing Patient Education Templates

MediRecords has a growing database of Patient Education material sourced from Sonoa Health and the NPS. Fact sheets on common questions such as Malaria information, Smoking Cessation, and Pelvic Floor Muscles are already available for you in the MediRecords Community.

This tutorial will show you how to manage your existing templates.

Navigate to More and select Resources.



Within Resources, select Patient Education.



You will be brought to the Patient Education screen.



When you click the checkbox next to at least one resource, a series of options will show at the top.

Preview

This allows you to see a quick overview of the resource. To do this, check the box and click Preview.



This will pull up the preview of the resource in a new tab or window (depending on your browser settings).

Alternatively, you can click on the name of the resource.



Filter

The Patient Education section has a filter function for you to customise your view of the resources.



To filter the list of Patient Education resources, click Filter to reveal a drop-down list, and select a filter under the headings of Scope, Status, or Publisher. In this example we will click the following:



The following result is produced:

Search

To Search for a Patient Education resource, click the Search box and type in a search term. Click the search icon to complete. Alternatively, you can press Enter or Return on your keyboard.



Depending on your search term, results that match it by Name will be shown.

Edit

You can only edit resources that you have created. To edit a Patient Education resource, check the box next to it and click Edit.



You will be greeted with the Edit PE form.



You can make adjustments ranging from changing the name and share level, to uploading a new file in place. Click Save when you have finished.

Deactivate/Reactivate

To deactivate the status of one (or multiple) Patient Education resources, check the box(s) next to the resource. Click status and select Deactivate.



The resource will now be Inactive and won't appear among the list of Active resources.

To reactivate a resource, click the Filter and select the options so that it will show Inactive resources only, as shown.



Check the box next to the Inactive resource, click Status and select Activate.



Your Inactive resource will now be Active again for use.

Print

To print a resource, check the box next to it and click More. Select the Print option.



Follow your browser prompts to print the resource. 

Delete

*NOTE: You can only delete patient education resources that you create. Note that this is a permanent action and cannot be reversed.

To delete a resource, check the box and click More. Select the Delete option.



You will be greeted with a warning prompt, as this action is permanent. Click Yes to acknowledge that the resource will be deleted.



The resource has now been deleted.

To learn more about how to Add New Patient Education click here.