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Create a response template

This flow describes how to create a questionnaire response template. You create the template from the medications or the service requests that you enter on a questionnaire. Pre-requisites - You fill a questionnaire for a patient in a facility.…

3.1 · versioned documentation · 3 min read

Overview

This flow describes how to create a questionnaire response template. You create the template from the medications or the service requests that you enter on a questionnaire.

Pre-requisites

Permissions

Permission Access
Can Create/Update Questionnaire Response Templates Lets you create a response template.
Can Read Questionnaire Response Templates Lets you see the list of templates.

Steps

MANSOQ gives you two ways to create a template. Use the first way to save all the items on the form. Use the second way to save one item.

1. Save all the current items as a template

Enter the medications or the service requests on the questionnaire. Select Templates in the question. MANSOQ opens the Response Templates panel.

Select Save Current. MANSOQ shows a Preview of the items that it saves.

2. Remove the items that you do not want

Select the cross icon on an item to remove it from the preview. The other items stay in the template.

3. Name the template

Enter a Template Name. MANSOQ asks for this name. Enter a Description. The description is optional.

4. Share the template with departments

Use Select Department to select the departments that you share the template with. This step is optional. The template stays personal when you select no department.

5. Create the template

Select Create Template. MANSOQ saves the template and shows it in the list.

6. Add one item to a template instead

To save one item only, select the actions menu on the medication row or the service request row. Select Add to template.

Select Create New Template to start a new template with the item. Enter a Template Name. Select the departments. Select Create Template.

To put the item in a template that you already have, search the list and select the template. MANSOQ adds the item to that template.

Expected Outcome

Related

Concepts:

Flows:

Source evidence

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