Concepts/Report Template
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A report template is a facility-level definition of a reusable, printable document, such as a discharge summary. A facility admin builds the template once; care team members then generate reports from it for a patient's encounter, for a patient, or for a billing account. The template's type decides which of these the report covers.
Key Attributes
| Components | What it captures |
|---|---|
| Name | The name of the template. Shown to care team members when they choose a template. |
| Status | Whether the template is Draft, Active, or Retired. |
| Default Format | The file format Care produces for a report: PDF or HTML. |
| Template Type | The kind of record the template is for: Discharge Summary, Patient Summary, or Account Report. |
| Context | The set of data fields the template can use. Care matches the context to the template type. |
| Description | A short explanation of the purpose of the template. |
| Template Body | The content and layout of the document, written in the Jinja2 templating language with placeholders that pull in real data when Care generates a report. |
Template Type and Context
The template type states which kind of record the template describes â Discharge Summary, Patient Summary, or Account Report. The context is the set of data fields the template can use, matched by Care to the template type; placeholders in the template body read their values from this context.
Generated Reports
A report template is only the definition of a document. When a care team member generates a report from it, Care creates a separate generated report with its own file in PDF or HTML format. Care stores the generated report so it can be viewed, downloaded, printed, or generated again later. A generated report can be archived with a reason, and it stays available even after the template that produced it is retired.
Status
| Status | Description |
|---|---|
| Draft | The template is still in preparation. No report can be generated from it. |
| Active | The template is ready for use. Only an Active template can produce a report. |
| Retired | Care no longer offers the template for new reports. |
Permissions
| Permission | System Roles |
|---|---|
| Can Create Template on Facility | Facility Admin, Admin, Doctor, Nurse |
| Can Read Template | Facility Admin, Administrator, Admin, Staff, Doctor, Nurse, Volunteer, Pharmacist |
| Can Preview Template | Facility Admin, Admin |
| Can generate report from template | Facility Admin, Administrator, Admin, Staff, Doctor, Nurse, Volunteer, Pharmacist |
| Can generate report for completed encounter | Facility Admin, Admin |
Where to find it
Care shows report templates on the Templates page of a facility, which holds the list of templates and the template builder. Generated reports appear in the Reports section of the Overview tab of an encounter, listing the Active Discharge Summary templates a report can be generated from.
Related
Pages that link here:
- Flows/Create a report template
- Flows/Edit a report template
- Flows/Generate and view a report
- Flows/Preview a template
- Flows/View report templates
- Concept: Concepts/Encounter
- Reference: References/Report & Templates