Clinical care
Generate and view a report
This flow describes how to generate a report for an encounter from a report template. You can then view the report, download it, print it, or generate it again. Pre-requisites - The patient is registered in MANSOQ, and the patient has an…
3.1 · versioned documentation · 3 min read
Overview
This flow describes how to generate a report for an encounter from a report template. You can then view the report, download it, print it, or generate it again.
Pre-requisites
- The patient is registered in MANSOQ, and the patient has an encounter at the facility.
- The facility has at least one Discharge Summary template with the status Active.
- You have the permissions listed below.
Permissions
| Permission | Access |
|---|---|
| Can Read Template | See the report templates in the Reports section. Facility Admin, Administrator, Admin, Staff, Doctor, Nurse, Volunteer, and Pharmacist have this permission. |
| Can generate report from template | Generate a report from a template. Facility Admin, Administrator, Admin, Staff, Doctor, Nurse, Volunteer, and Pharmacist have this permission. |
| Can generate report for completed encounter | Generate a report when the encounter is complete. Facility Admin and Admin have this permission. |
Note: If the encounter is complete, you need both Can generate report from template and Can generate report for completed encounter.
Steps
1. Open the encounter
Open the encounter of the patient.
Go to the Overview tab.
2. Open the Reports section
Go to the Reports section of the Overview tab.
MANSOQ shows a button for each Discharge Summary template with the status Active at the facility. Each button carries the name of the template.
3. Select a template
Select the button of the template that you want.
MANSOQ opens the report viewer for that template and that encounter.
If no report exists for this template and encounter, MANSOQ generates one.
Note: MANSOQ generates the report in the background. MANSOQ checks the progress until the file is ready, or until the time limit ends.
4. View the report
MANSOQ shows the rendered PDF or HTML file in the viewer.
From the viewer, you can do these actions:
- Download the report.
- Print the report.
- Generate the report again. Generate the report again after the encounter data changes.
5. Open an earlier report
The viewer lists the reports that MANSOQ generated before for this template and this encounter.
Select an earlier report to open that version instead of the latest one.
Expected Outcome
- MANSOQ generates a report for the encounter from the selected template.
- MANSOQ shows the report in the viewer, and you can download it or print it.
- MANSOQ keeps the earlier reports for the template and the encounter, and you can open them again.
Related
Concepts:
Flows:
Source evidence
References are pinned to the private MANSOQ source repository. Repository access is required to open these links.