Clinical Templates — Assessments & Procedures

These guides cover two always-on clinical building blocks a facility sets up once, so the day-to-day work is consistent, fast and correct. Build a scored assessment instrument once and every clinician can perform it with the scoring done for them; define a clinical-procedure template with its consumables once and completing the procedure draws the stock and raises the charge by itself. Both modules are available in every edition — no licence needed. Read the one you need; each page is self-contained.

Guides in this journey

1. Build a Scored Assessment Instrument
2. Perform a Scored Assessment at the Bedside
3. Build a Clinical Procedure Template With Consumables
4. Schedule, Start and Complete a Clinical Procedure

Related building blocks

The same “configure once, run many times” idea runs through several other modules; their guides live with their module:

• Choose Which Records Appear on the Patient Timeline
• Build the Exercise Library, Therapy Types and Rehab Packages
• Set Up an Observation Template With Age- and Sex-Specific Reference Ranges