Patient Education: Uploading Documents to a Patient Record & Managing the Library

MediRecords provides access to a growing library of Patient Education resources, sourced from trusted providers such as Sonoa Health and the NPS. These fact sheets cover a wide range of common health topics, from malaria information to smoking cessation and pelvic floor muscle exercises, and are designed to support patients in better understanding their health.

In addition to the ready-made resources, MediRecords allows you to manage your own templates, so you can create, edit, or customise patient education materials for your practice. You can also preview, filter, and search documents in the library, print or share them with patients, and even attach them directly to a patient’s clinical record for easy reference.

This guide will walk you through how to manage your patient education resources, from editing and deactivating documents to attaching them to patient records, so you can make the most of this valuable library.

Contents:

1. Attaching Patient Education Documents to a Patient Record
2. Opening the Patient Education Library
3. Previewing a Document
4. Filtering Documents
5. Searching Documents
6. Editing Documents
7. Deactivating & Reactivating Documents
8. Printing a Document from the Library
9. Deleting a Document

Attaching Patient Education Documents to a Patient Record

1. Open the patient record
2. Click on Clinical Tab
3. Click the Patient Education Icon on the toolbar (the seventh icon on the left)
   
   
   
    
4. The patient education module will open, allowing you to quickly retrieve patient education material for the patient. From here, you can print a copy if needed.
   
   
5. If you'd like to store a copy of the education document in the patient record, click on More and then click Save to Correspondence. This will allow you to import the document into Correspondence Out to show it was given to the patient.
   

Opening the Patient Education Library

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.

Previewing a Document

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.

Filtering Documents

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:

Searching Documents

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.

Editing Documents

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.

 

Deactivating & Reactivating Documents

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.

 

Printing a Document (from the library)

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. 

Deleting a Document
 

*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.