Templates
Objective
Maintain reusable templates for prescriptions and other flows. Each template contains medications, indications and a description that are applied when creating a new document.
How the screen is organized
Splitter with the list of templates on the left and the detail on the right. When selecting a template, its details and medications are seen.
Available actions
- Create template: high dialog with name, short description, type and medications.
- Edit template: adjust content.
- Delete template: requires
TEMPLATES: ADMIN.
Permissions
TEMPLATES: WRITEto create and edit.TEMPLATES: ADMINto delete.
Before starting
- Have the medications and variants configured (see Medications and families).
- Define which template types are needed (for example: "Initial consultation - Gynecology", "Pressure control", "Supplementation plan").
Step by step - Create
- Go to Catalogs -> Templates.
- Click New template.
- Enter: name, short description, type, medication tags.
- Add the medications and variants to the template.
- Confirm.
Expected result
- The template is registered.
- It appears available when creating a prescription or document that uses it.
- The system shows a success message.
Pending: add screenshot of
catalogos-plantillas-01-dialogo.png.
Common errors
| Situation | What to do |
|---|---|
| The template does not appear when creating a prescription | Verify that it is active. |
| The medications are not loaded when applying | Verify that the referenced medications and variants are active. |
Suggested permissions
TEMPLATES: WRITE.
Operational recommendations
- Create templates with the most used medications per consultation type.
- Keep the templates updated when the protocols change.
- Document internally the use of each template.
Relation with other modules
- Prescriptions: templates are applied when creating a prescription to speed up the capture.
- Medications and families: templates reference medications and variants from the catalog.