Legacy - How to setup Library document and from that a education plan item

Legacy - How to setup Library document and from that a 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 you want to give your library.
3:Here you can write your library content.
4:you can use tag tool 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, th 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 name you do from here.
7:if you want to attach some document / Image / Pdf e.t.c for the reference. then you can attach from here. This document will go as an attachment when the communication plan item is sent to the client

 Please do not cut / paste 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 Html editor where you want to paste the image.
4: then Click here on insert 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 eduction plan item


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

Step:6


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

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

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

Step:1 How to create a plan item and attaching Instruction / Education document to that plan item.Second way to attach document in 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 document will come under communication and Education category.
4: if you want to associate a communication form to 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

Step5 set the price in below screen and then save it


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


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