They are designed to capture required information, to act as a prompt for information to include, and to save time when completing tasks such as writing a care plan or a referral.
How to open a document template
Finding the right template
Common examples of document templates that you might use are:
- care plans (e.g. ‘Mental Health Care Plan - MHN - Penrose Health’ or ‘Diabetes care plan’)
- referral letters (e.g. ‘Desmond referral form’ or ‘X-ray referral GSTT’)
- consent forms (e.g. ‘MSK injection consent form’)
If you’re not sure which template to use, the exact name of the relevant template can often be found in any of our Penrose Portal pages.
Archiving templates
If you come across a template that is out-of-date, or that is duplicated, please archive the unnecessary template. To do this:
Right click the template → click ‘Archive’
Template actions
Save a document to patient’s record
Click ‘File’ → ‘Save and Close’
Use the 🔍 to search for an appropriate code for ‘Document Type’
Ensure that you change the ‘Online Visibility’ if the document should not be displayed on the patient’s online record (by default it will be displayed)
Close or cancel a document
Click ‘File’ → ‘Close’
Print a document
Click ‘File’ → ‘Print’
Save a document as a PDF
Click ‘File’ → ‘Print’ → ‘Microsoft Print to PDF’
You can then attach the PDF to an Accurx text or email to send to the patient
Re-open / edit an existing document
Go to the ‘Documents’ tab → right click on the document → click 'Edit'