Uploading a new patient document and getting it to prefill details

Submitted by admin@harboursi... on Tue, 27/07/2021 - 16:07

General User's Discussion

Hi,

Just wondering if anyone can help with how to upload a document and get it to pre-fill with customer details etc. I have done up a patient admission form with open sections for customer and patient details to be prefilled. I have the information with the cheats to make it pre-fill (e.g. [openvpms:get(party:getPatientOwner(.),'name')] for the customers name), however when I upload it, it's not working...

I have made sure that the document is saved as an odt document but I still must be missing a step...

Thanks in advance.

Dayna

Re: Uploading a new patient document and getting it to ...

Submitted by tanderson on Tue, 27/07/2021 - 17:11.

For patient forms, the Document Template needs to have Type set to Patient Form.

When you check in, the form will be listed for printing, and will merge the customer and patient details.

You can also test your form:

Select a patient
Go to Patients - Medical Records - Summary
Click New
Select Form
In the Form field, select the Document Template you created
Click OK
select PDF icon of the newly created Form in the patient history, to download the PDF
verify the customer and patient details have been merged in the PDF