Customise and publish a clinical template
Duration target: 2:55
Audience: Clinic owner, admin or senior practitioner
Prerequisites/demo data: Clinical documents module enabled; user has clinical.template.manage; demo specialty pack template available.
Scene table
| # | Time | On screen (actions, exact UI labels, routes) | Narration — English | कथन — हिंदी |
|---|---|---|---|---|
| 1 | 0:00-0:20 | Open Clinical Templates (/app/clinical-templates). Show Library, Custom and search. | Library templates come from Achal specialty packs and are read-only. Clinics clone them when they need local wording, fields, normal text or options. | क्लिनिकल टेम्पलेट खोलें। लाइब्रेरी, कस्टम और search दिखाएँ। Library templates read-only हैं; local wording या fields के लिए copy बनती है। |
| 2 | 0:20-0:45 | Click Clone. In Clone template, enter Template code and click Clone and edit. | Use a demo code such as GENERAL_OPD_DEMO. Codes should be unique and stable because they identify the clinic template version. | कॉपी बनाएँ दबाएँ। टेम्पलेट की कॉपी बनाएँ में टेम्पलेट कोड डालें और कॉपी बनाएँ और संपादित करें करें। Demo code GENERAL_OPD_DEMO रखें। |
| 3 | 0:45-1:15 | In Structure, edit English and Hindi labels. Toggle Visible, Required and Hide in print when empty. | Hiding is safer than deleting. Existing documents keep the version they were written with; new documents use the latest published version after publish. | ढाँचा में English और Hindi labels बदलें। Visible, Required, Hide in print when empty दिखाएँ। Delete से बेहतर hide है; पुराने documents पुराने version पर रहते हैं। |
| 4 | 1:15-1:40 | Use Edit options for a choice field; reorder or rename options. | Keep option changes simple. Remove an option only when the clinic is sure it should not appear in future documents. | Choice field में Edit options दिखाएँ; options rename या reorder करें। Option remove तभी करें जब clinic sure हो कि future documents में वह नहीं चाहिए। |
| 5 | 1:40-2:05 | Open Edit “All normal” and adjust normal finding text. | All normal speeds routine examination notes, but the wording must match the clinic’s practice. The clinician still checks the patient before using it. | Edit “All normal” खोलें और normal findings बदलें। सब सामान्य routine notes तेज करता है, पर wording clinic practice से match होनी चाहिए। |
| 6 | 2:05-2:30 | Open Smart phrases, add a trigger and text, then Save draft. Show Checks. | Checks are the safety net. Errors block publishing; warnings help improve Hindi labels, print behaviour or incomplete settings. Saving a draft does not affect active documents. | Smart phrases में trigger और text जोड़ें, फिर ड्राफ़्ट सहेजें करें। जाँच दिखाएँ। Errors publish रोकते हैं; warnings सुधार बताती हैं। |
| 7 | 2:30-2:55 | Click Publish. If errors appear, fix them; otherwise show Published status. | Every publish creates an immutable version. If the template is no longer used, choose Archive rather than deleting historical clinical structure. | प्रकाशित करें दबाएँ। Error हो तो ठीक करें, फिर Published status दिखाएँ। इस्तेमाल बंद हो तो संग्रहित करें, historical structure delete नहीं करें। |
Captions/on-screen text
- Clone before editing library templates.
- Hide fields instead of deleting them.
- Checks block unsafe publishing.
- Publishing does not change old documents.
End card
- English: "Publish only after the Checks panel is clean."
- Hindi: "Checks panel साफ होने के बाद ही publish करें।"