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.

More Resources.png

Within Resources, select Patient Education.

Patient Education.png

You will be brought to the Patient Education screen.

Patient Education 1.png

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

Patient Education functions.png

Preview

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

patient education preview.png

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.

patient education preview 1.png

Filter

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

Patient Education 1.png

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:

patient education filter.png

The following result is produced:

patient education filter result.png

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.

patient education search.png

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

patient education search result.png

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.

Patient education edit.png

You will be greeted with the Edit PE form.

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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.

patient education deactivate.png

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.

Filter patient education status.png

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

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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.

patient education delete.png

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

patient education delete 1.png

The resource has now been deleted.

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

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