Adding a Caregiver Template
This page will help you add a new caregiver template.
Important
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
- Launch the BioT ConsoleBioT Console - The BioT Console is the portal you use as a device manufacturer, to configure the entire BioT PaaS to your needs..
The console opens on the Templates list.


- From the Templates tab, click Add+.
- Select the Caregiver template type from the dropdown menu.


Add Caregiver Template
Step 2 - Overview Tab
- 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
- 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
Change any details in the built-in general fields as needed, or click the trash can icon to remove (or disable in case of built-in attributes) any unneeded field from the template.
The following built-in General attributes appear in all new Caregiver templates:
Name
Attribute type: Name
The full name of the caregiver.


Name Field
Email
Attribute Type: Email
The caregiver's email address.


Email Field
Phone
Attribute Type: Phone
The caregiver's phone number.


Phone Field
Degree
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
Description
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
Gender
Attribute Type: Single Select
The caregiver's gender. Possible options include Male, Female and Unspecified.


Gender Field
Address
Attribute Type: Address
The address of the caregiver.


Address Field
Locale
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
Enabled
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:
- Click + Add General Field.


Add Regular Field
- Click Please choose a name and enter a name for the new field.


Choosing a Field Name
- 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
- Complete the remaining parameters for the Attribute Type.
- For fields that you require your users to fill, select Required.


Step 5 - Finish Template
When you have finished adding fields, click Create. The template is created, and you return to the template list.
Note
You can click Cancel at any time to discard the template and return to the templates list.
Updated 3 months ago