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Managing Medical Record Items

Updated on: 10/10/2024

Within Aente, The importance of the Medical record items feature is evident as it is where the questions are created, which are then attached to the form categories and subsequently answered by providers during customers appointments.

Creating Medical record items

To begin creating a Medical record item, certain prerequisites must be met, as outlined below:

  1. You must have a provider account.
  2. Your provider account must be assigned a role with the appropriate permissions for creating Medical record item, including the following:
Click here to view the permissions.
  1. Form item Get All / Get Self
  2. Form item Show
  3. Form item Create
  4. Form item Update / Update All
  5. Notice Get All

Once all necessary configurations are in place, you can proceed with the steps below to create an Medical record item:

  1. Click on the module labeled “Settings.”
  2. After entering the module, select the option “Form items.”
  3. Click the blue button to initiate the creation of a new form item.
  4. Upon accessing the creation form for the Medical record item, you can begin filling out the required fields. These fields are sufficient to correctly create a laboratory, and they include: Name | Field Type

Note: The field type is very important as it will determine the type of data that that field will receive, whether it is a number, long text, short text and so on.

  1. After ensuring that all the required fields have been filled out, simply click the blue button labeled “Create form item”, and that’s it! Your form item will be successfully registered in the system.

Editing Medical record items

To begin editing an Medical record item, you must first meet the following prerequisites:

  1. You must have a provider account.
  2. Your provider account must be assigned a role with the appropriate permissions for editing form items, including the following:
Click here to view the permissions.
  1. Form item Get All / Get Self
  2. Form item Show
  3. Form item Update / Update All
  4. Notice Get All

Once all necessary configurations are in place, you can proceed with the steps below to edit an form item:

  1. Click on the module labeled “Settings.”
  2. After entering the module, select the option “Form items.
  3. When the list of items appears, enter the name of the form item you wish to edit in the search field.
  4. If a laboratory matching the searched name exists, the system will display options corresponding to your search.
  5. After locating the desired laboratory, click on it.
  6. At this point, the system will display the item, pre-filled with the information provided at the time of its creation.
  7. Now, simply delete the information from the desired field and enter the new data.

Example: If the “Name” field needs to be changed because the laboratory has a new name, just delete the old name and provide the new one.

  1. Once all the necessary information has been edited, click the blue button labeled “Update form item” and that’s it! Your item will be successfully updated in the system.

Deleting Medical record items

The system does not allow Medical record items to be deleted

Restoring Medical record items

Due to the system not allowing Medical record items to be deleted, an option for restoration was not available