Legacy - How to setup Library document and make education plan item

Legacy - How to setup Library document and make education plan item

Step:1 How to create a document in the clinic Library


Step:2



1. Add library item
2. Edit existing library item
3. Email / Print PDF a library item

Step:3 - How to create a document using the HTML editor


1:Select the library type.
2:What title do you want to give your library?
3:Here you can write your library content.
4:You can use tag tools to personalize the document.
5:if you want to attach any image then you have to browse the file from here and then click on upload.
After you upload the image, the url that is displayed here is then copied to the image link so that the image is displayed at the location where our cursor was when the image icon was clicked
6:If you want to write the author's name you do from here.
7:if you want to attach some documents / Image / Pdf e.t.c for reference. then you can attach it from here. This document will go as an attachment when the communication plan item is sent to the client

 Please do not cut / paste the document. Preferably retype the data into the HTML editor

Step: 4 - Procedure to Add an image into the HTML editor


1: Browse the Image.
2: Once you browse the Image Click on Upload.
3: select the area on the Html editor where you want to paste the image.
4: Click here to insert a picture.
5: Copy the path
6: paste the image URL here.
7: if you want some alternate text on that image enter here.
8: Insert image

Step:5 - Linking the library document to a communication or education plan item


1:Search your document by Title or Article.
2: Click on Add as communication to map your document with the plan item.

Step:6


1: When you click on the plan category one dialog box will open in which you have to select the category. basically when you select a category means you are mapping your document with this category.
2: Then you have to select the subcategory.
3: Then finally Save here you have to map your document with this Communication / Education plan category now when you create the plan item.

So when you give these plans to any patient then the education document will get saved as an attachment in the medical record and in the plan performed

1:So when you click on education the attached education document will get generated

Step: 1 How to create a plan item and attach an Instruction / Education document to that plan item. The second way to attach documents is in the clinic library.


Step:2

      

Step:3


1: Select the Pricing strategy for this plan item.
2: & 3: Select the category and sub-category all Instruction /Education documents will come under the communication and Education category.
4: if you want to associate a communication form with this plan item.
5: Plan item name
6: Is this plan item Species specific
7: If you want to attach plan item images browse from here
8: Instruction or Education Content Detail
Finally, click on Plan Item

Step 5 set the price in the below screen and then save it


We understand that in most cases the communication plan item cost will be zero.



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