Adding a Caregiver Template

This page will help you add a new caregiver template.



If this is the first caregiver template you are adding, you should edit the preinstalled "Clinician" template before adding a new Caregiver Template.

Follow the procedure below to add a new caregiver template.

Step 1 - Templates List

  1. Launch the BioT Console.
    The console opens on the Templates list.
  1. From the Templates tab, click Add+.
  2. Select the Caregiver template type from the dropdown menu.
Add Caregiver Template

Add Caregiver Template

Step 2 - Overview Tab

  1. Add a name and optional description for the template. Use a template name that reflects the caregiver type (for example, "General Practitioner").
New Caregiver Template Overview

New Caregiver Template Overview

  1. Click Next.

Step 3 - General Fields

The General fields page is displayed with the list of built-in attributes.
General attributes include information that users want to keep about the caregiver. For example, one of the General attributes may be a Degree attribute which would describe the educational level.

Built-In Regular Fields

Built-In Regular Fields

Change any details in the built-in general fields as needed, or click the trash can icon to remove any unneeded field from the template (note that built-in attributes cannot be removed).

The following built-in General attributes appear in all new Caregiver templates:


Attribute type: Name
The full name of the caregiver.


Name Field


Attribute Type: Email
The caregiver's email address.


Email Field


Attribute Type: Phone
The caregiver's phone number.


Phone Field


Attribute type: Single Select
The specific qualification of the caregiver. Options given by default are:

  • Medical Doctor (MD)
  • Doctor of Osteopathy (DO)
  • Physician Assistant (PA)
  • Registered Nurse (RN)
  • Clinical Nurse Specialists (CNS)
  • Nurse Practitioner (NP)
  • Licensed Practical Nurse (LPN)
  • Medical Assistant (MA)
  • No Degree
  • Other

Degree Field


Attribute type: Paragraph
Any additional details about the caregiver can be entered in this field.


Description Field

Date of Birth

Attribute Type: Date
The caregiver's date of birth.


Date of Birth Field


Attribute Type: Single Select
The caregiver's gender. Possible options include Male, Female and Unspecified.


Gender Field


Attribute Type: Address
The address of the caregiver.


Address Field


Attribute Type: Locale
The locale in which the caregiver practices.


Locale Field

Owner Organization

Attribute type: Entity
The organization which the caregiver is servicing.


Owner Organization Field


Attribute Type: Boolean
If false, the Caregiver is not allowed to log in.

Creation Time

Attribute Type: Date Time
The time and date when the caregiver's record was created.

Last Modified Time

Attribute Type: Date Time
The time and date when the caregiver's record was most recently modified.

Step 4 - Add General Field

If your users need more attributes to keep about the caregiver, scroll to the bottom of the General attributes list and:

  1. Click + Add General Field.

Add Regular Field

  1. Click Please choose a name and enter a name for the new field.

Choosing a Field Name

  1. Click the Choose Type dropdown and select the attribute type from the list (see Attribute Types for a full list of types and their parameters).

Choose Attribute Type

  1. Complete the remaining parameters for the Attribute Type.
  2. For fields you want to define as obligatory, select Required.

For a field marked as Required, you will be asked to set a Default value. A default value is used when users want to edit the data of an existing caregiver, but there are some details they cannot enter, due to lack of knowledge or any other reason. In this case, they can leave the pre-defined default value and save their changes.



Default values can be used only when editing an existing caregiver. When users create a new caregiver, they must fill in all required fields with actual values.

For example, users who edit a caregiver's data might be required to enter a phone number. In case the phone number is unknown or unavailable, they can leave pre-defined default value for this field, demonstrated below.

Step 5 - Finish Template

When you have finished adding fields, click Create. The template is created, and you return to the template list.



You can click Cancel at any time to discard the template and return to the templates list.