Help centreSecretary help

Guide 1 of 4

Make a template

Set up a reusable template with questionnaires, intervention details, and clinic contact so you can invite patients quickly.

Estimated time
~5 min
Audience
Clinician
Example
Injection example

Before you start

  • Logged in to Patient Watch
  • Organisation set up

Create a template

Set up questionnaires, intervention details, and clinic contact so you can reuse this setup.

Step 1

Open Templates

Templates let you reuse questionnaire schedules, intervention setup, and clinic contact for future invites.

Patient Watch Templates navigation and My templates page
  1. In the top navigation, click Templates.
  2. You land on My templates, where you can create, search, and manage your setups.

Step 2

Start a new template

Begin a new setup you can reuse whenever you invite patients.

My templates page with New Template button highlighted
  1. Click + New Template in the top right.
  2. The template wizard opens on the first step: Questionnaire Schedule.

Step 3

Choose questionnaires

Pick what patients will answer and when. The stepper shows Questionnaire Schedule; each row is labelled Data Collection.

Questionnaire Schedule step with questionnaire and schedule fields
  1. Under Data Collection 1, open Select Questionnaire and choose a form (for example, Visual Analogue Score and Comments).
  2. Open Select Schedule and choose when patients should complete it (for example, Baseline, Week 2, Month 1, Month 3, Month 6).
  3. To add another form, use Add extra questionnaire.

Step 4

Confirm schedule

Check your selections before moving on.

Completed questionnaire schedule with Next button
  1. Review the questionnaire and schedule for each data collection row.
  2. Click Next to continue to Intervention.

Step 5

Choose intervention

Tell Patient Watch what kind of care this template is for.

Intervention step with Injection selected
  1. On the Intervention step, select the type that matches your pathway (for example, Injection).
  2. Click Next.

Step 6

Injection clinicians

Record who requested and performed the injection, and how it was done.

Injection step with referring clinician, injecting clinician, and method fields
  1. Choose the Referring Clinician (the clinician who requests the injection).
  2. Choose the Injecting Clinician (the clinician who performs the injection).
  3. Choose the Injection Method (for example, Outpatient Department with Image Guidance).
  4. Click Next.

Step 7

Injection details

Add details about each injection site and substance. You do not need to fill in every field on this step.

Injection Details step with Side on Select and blue highlight around Side, plus area, site, and substance fields
  1. Set Anatomic area, Injection Site, and Injection Subsite as needed.
  2. Choose the Injection Substance, plus Dose and Unit if applicable.
  3. You can leave Side on Select if you do not know it yet.
  4. Click Next.

Step 8

Clinic contact

Choose who patients can contact if they need further help from the clinic.

Contact step with Contact Person selected and Save template button
  1. On the Contact step, select a Contact Person. Their email is shared with the patient.
  2. Click Save template.

What's next

Continue with the next lessons in the secretary learning path.