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Version: 3.1

Update or delete a response template

Overview​

This flow describes how to change or remove a questionnaire response template in Care.

Pre-requisites​

  • You fill a questionnaire for a patient in a facility.
  • You can see the template. You created it, or another user shares it with you or with your department.
  • You have the permissions listed below.

Permissions​

PermissionAccess
Can Read Questionnaire Response TemplatesLets you see the list of templates.
Can Create/Update Questionnaire Response TemplatesLets you change or delete a response template.

Steps​

1. Open the template list​

Select Templates in the medications question or the service request question. Care opens the Response Templates panel.

2. Find the template​

Enter a name in Search templates. Find the template that you want to change.

3. Open the template for editing​

Select the edit icon on the template. Care shows the Edit Template form.

4. Change the template​

Change these parts of the template:

ComponentWhat it captures
Template NameThe name that identifies the template.
DescriptionMore detail about the content that the template fills in.
Select DepartmentThe departments that you share the template with.
MedicationsThe medications that the template adds to the form.
Service RequestsThe service requests that the template adds to the form.

Select the cross icon on an item to remove that item from the template.

5. Save the changes​

Select Save Changes. Care updates the template. Select Cancel to go back to the list.

6. Delete the template​

Select the delete icon on the template. Care shows the Delete Template dialog. Select Delete to confirm.

Note: A delete is permanent. A response template has no retired state and no archived state.

Expected Outcome​

  • Care saves your changes to the template.
  • Care removes the template from the list when you delete it.

Concepts:

Flows: