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Version: 3.1

Create a response template

Overview​

This flow describes how to create a questionnaire response template. You create the template from the medications or the service requests that you enter on a questionnaire.

Pre-requisites​

  • You fill a questionnaire for a patient in a facility.
  • You enter at least one medication or one service request on the questionnaire.
  • You have the permissions listed below.

Permissions​

PermissionAccess
Can Create/Update Questionnaire Response TemplatesLets you create a response template.
Can Read Questionnaire Response TemplatesLets you see the list of templates.

Steps​

Care gives you two ways to create a template. Use the first way to save all the items on the form. Use the second way to save one item.

1. Save all the current items as a template​

Enter the medications or the service requests on the questionnaire. Select Templates in the question. Care opens the Response Templates panel.

Select Save Current. Care shows a Preview of the items that it saves.

2. Remove the items that you do not want​

Select the cross icon on an item to remove it from the preview. The other items stay in the template.

3. Name the template​

Enter a Template Name. Care asks for this name. Enter a Description. The description is optional.

4. Share the template with departments​

Use Select Department to select the departments that you share the template with. This step is optional. The template stays personal when you select no department.

5. Create the template​

Select Create Template. Care saves the template and shows it in the list.

6. Add one item to a template instead​

To save one item only, select the actions menu on the medication row or the service request row. Select Add to template.

Select Create New Template to start a new template with the item. Enter a Template Name. Select the departments. Select Create Template.

To put the item in a template that you already have, search the list and select the template. Care adds the item to that template.

Expected Outcome​

  • Care creates the response template with the items that you selected.
  • The template is in the Response Templates panel for later questionnaires.
  • The staff in the departments that you selected also see the template.

Concepts:

Flows: