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Version: 3.1

View report templates

Overview​

This flow describes how to view the report templates of a facility in Care. You can search and filter the templates.

Pre-requisites​

  • You are a member of the facility.
  • The facility has at least one report template.
  • You have the permissions listed below.

Permissions​

PermissionAccess
Can Read TemplateView the report templates of the facility. Facility Admin, Administrator, Admin, Staff, Doctor, Nurse, Volunteer, and Pharmacist have this permission.

Steps​

1. Open the Templates page​

Open the facility. Select Templates. Care shows a grid of template cards.

2. Search for a template​

Enter the name of the template in the search field. Care shows the template cards that match the name.

3. Filter the templates​

Use the filters to reduce the number of template cards.

FilterWhat it selects
StatusDraft, Active, or Retired templates
Template TypeDischarge Summary, Patient Summary, or Account Report templates

4. Open a template​

Select a template card. Care opens the builder page of the template. The page shows the current details of the template. To change the details, see Edit a report template.

Expected Outcome​

  • Care shows the report templates of the facility as cards.
  • Care shows only the templates that match your search text and your filters.
  • Care opens the builder page of the template that you select.

Concepts:

Flows: