Use Case

Set-up

Instructions

How to send discharge instructions during an ongoing consultation

At the end of the consultation is the discharge instructions section. An example screen is shown below.

Once all discharge information has been defined, discharge instructions can easily be shared using the 'Print' or 'Email' buttons. Selecting 'Print' will open the discharge instructions in a separate browser tab in PDF format. Selecting 'Email' will open a communications prompt where you are able to confirm the email address which the discharge instructions are being sent, as well as if you'd like to include a full patient history. Please note - the default email address will be the email address available in the client's general information.

For more information on how to create discharge instructions, please reference the full instructional guide 'How to Create Discharge Instructions'.

How to send discharge instructions during invoicing

Pending chosen sending behaviour settings, discharge instructions will send only with manual selection, after user confirmation, or automatically during invoicing.

To manually send discharge instructions either select the 'Send by email' button or the drop-down arrow next to 'Print' and then 'Print only discharge instructions'. An example screen is shown below for your reference.

If email is chosen as the sending method, the prompt shown below will appear for review and confirmation. Again, the client's email address which the instructions are being sent to will display, as well as additional confirmations shown below.

How to send discharge instructions after consultation/invoice finalization

Once a consultation and invoice have been finalized, discharge instructions can be either printed or emailed directly from the patient history, similarly as you would standard share a complete patient history. First, open the patient's history by clicking the textbook icon located next to the patient's name wherever it is visible. Next, select and highlight the "Disch. instr." filter to display discharge instructions for sending. Finally, select either "print" to render a PDF copy of the discharge instructions for printing or "Email" to prompt the email confirmation screen. Again, the default email address of the client will be pre-populated for use.

An example screen of the patient history is shown below for your reference.

Customisation Options

Email Automation

Settings > Department > Summary Email > Default > Do nothing / Confirm sending the email / Send the email automatically

This setting defines the default summary email sending behaviour once the invoice has been fully paid. There are three sending behaviour selections available, as defined above. The default is 'Confirm sending the email'.

Inclusion of Discharge Instructions

Settings > Department > Summary Email > Include discharge instructions in history attachment

This setting will default discharge instructions to include within a patient's history attachment when a summary email is sent after a consultation is completed.

Phrasing of Discharge Instructions

Settings > Print Settings > General > Discharge Instructions

The phrasing 'discharge instructions' can be altered to any text desired. For example, 'home care instructions'.

Invoice Body Print Options

Settings > Print Settings > Invoice > Body >

• Print discharge instructions at the end of the invoice - if enabled, discharge instructions will automatically print at the end of an invoice
• Discharge notes on invoice are printed on separate page - if enabled, discharge instructions will print on a separate page from the invoice page
• Ask before reprinting discharge instructions on the invoice - if enabled, discharge instructions will not automatically print on an invoice if they have separately been printed before
• Print discharge instructions at the end of receipt - if enabled, discharge instructions will automatically print at the end of a receipt

Discharge Instructions Print Options

Settings > Print Settings > Discharge Instructions > Body

Various patient and consultation general information selections are available for selection to customise the discharge instruction PDF.

See Also

How to create discharge instructions