MANSOQ Knowledge
← Knowledge library

Clinical care

Report Template

Definition A report template in MANSOQ is a facility-level definition of a reusable, printable document, such as a discharge summary. A facility admin builds the template one time. Care team members then generate reports from the template for a…

3.1 · versioned documentation · 4 min read

Definition

A report template in MANSOQ is a facility-level definition of a reusable, printable document, such as a discharge summary. A facility admin builds the template one time. Care team members then generate reports from the template for a patient's encounter, for a patient, or for a billing account. The type of the template decides which of these the report covers.

Note: A report template is native to MANSOQ. It has no matching FHIR R5 resource.

Key Attributes

Components What it captures
Name The name of the template. Care team members see this name when they choose a template.
Status Whether the template is Draft, Active, or Retired.
Default Format The file format that MANSOQ produces for a report, either PDF or HTML.
Template Type The kind of record that the template is for: Discharge Summary, Patient Summary, or Account Report.
Context The set of data fields that the template can use. MANSOQ 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. You write the body in the Jinja2 templating language, with placeholders that pull in real data when MANSOQ generates a report.

Template Type and Context

The template type states which kind of record the template describes. Select one of these values:

The context is the set of data fields that the template can use. MANSOQ matches the context to the template type. The 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 the template, MANSOQ creates a separate generated report with its own file in PDF or HTML format. MANSOQ stores the generated report, so that you can view it, download it, print it, or generate it again later.

You can archive a generated report, and you must give a reason for the archive. The generated report stays available after you retire the template that produced it.

Status

Status Description
Draft The template is still in preparation. You cannot generate a report from it.
Active The template is ready for use. Only an Active template can produce a report.
Retired MANSOQ no longer offers the template for new reports.

Note: MANSOQ has no delete action for a report template. To take a template out of use, edit it and set the status to Retired.

Permissions

Permission 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

Note: If the encounter is complete, you need Can generate report for completed encounter as well as Can generate report from template.

Where to find it

MANSOQ shows report templates on the Templates page of a facility. This page holds the list of templates and the template builder.

MANSOQ shows generated reports in the Reports section of the Overview tab of an encounter. This section lists the Active Discharge Summary templates that you can generate a report from.

Related

Source evidence

References are pinned to the private MANSOQ source repository. Repository access is required to open these links.