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Documents

Erik Andersen avatar
Written by Erik Andersen
Updated over a month ago

Overview

This feature allows you to create documents for your clients. Documents are similar to journals, but what sets them apart is the ability to create advanced documents.


Activating the app

To activate the documents app, follow these steps:

  1. Go to Apps in the system.

  2. Find the app under the Clients category.

  3. Click on the app and select Activate.

  4. Follow the on-screen instructions to complete the activation.

  5. After activation, you can start using the app's features.


Creating document templates

Simple documents

To create templates for simple documents:

  1. Go to Settings > Documents.

  2. Follow the on-screen instructions to create a new template.


Available PDF templates

We offer several pre-defined templates for PDF documents, which can be found by going to Patients -> Documents -> Create a new document from template.

Available text templates

We also offer pre-defined templates for text-based documents, including:

  1. Letter

  2. Discharge summary

  3. Rejection letter

  4. Invitation

  5. Report

  6. Feedback


For further assistance, please contact support

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