Adding a Caregiver Template

This page will help you add a new caregiver template.

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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

  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 TemplateAdd 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 OverviewNew 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 FieldsBuilt-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:

Name

Attribute type: Name
The full name of the caregiver.

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Name Field

Email

Attribute Type: Email
The caregiver's email address.

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Email Field

Phone

Attribute Type: Phone
The caregiver's phone number.

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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
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Degree Field

Description

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

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Description Field

Date of Birth

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

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Date of Birth Field

Gender

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

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Gender Field

Address

Attribute Type: Address
The address of the caregiver.

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Address Field

Locale

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

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Locale Field

Owner Organization

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

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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:

  1. Click + Add General Field.
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Add Regular Field

  1. Click Please choose a name and enter a name for the new field.
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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).
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Choose Attribute Type

  1. Complete the remaining parameters for the Attribute Type.
  2. 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.

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Note

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