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Using Clinical Templates

Create and apply saved templates for prescriptions, diagnoses, lab orders, and imaging orders

3 min read

Overview

Clinical templates in SehaFile dramatically speed up documentation by allowing doctors to save frequently used combinations of prescriptions, diagnoses, lab orders, or imaging orders. Instead of manually entering the same items visit after visit, a template can be applied in one click, populating the visit with all pre-configured items. Templates can be personal (visible only to you) or shared (available to all doctors in the clinic).

Template management page showing template list by category with use count, and the Apply Template button in the visit workspace

Creating a Template

  1. Navigate to Settings — Go to Settings > Prescription Templates, Diagnosis Templates, Lab Order Templates, or Imaging Order Templates depending on the type.
  2. Click “+ New Template” — The template creation form opens.
  3. Name the template — Enter a descriptive name in Arabic (required) and English (optional). Use clear names like “بروتوكول ضغط الدم” (Hypertension Protocol).
  4. Set the category/specialty — Assign a specialty (e.g., “Cardiology”, “Endocrinology”) for filtering.
  5. Add items — For prescription templates, add medications with dosage, frequency, duration, and instructions. For diagnosis templates, add ICD-10 coded diagnoses with primary flags.
  6. Choose visibility — Toggle is_shared to make the template available to all doctors, or keep it personal.
  7. Save — The template is created and ready for use. The use_count starts at 0.

Applying a Template to a Visit

  1. Open the active visit — Navigate to the visit workspace.
  2. Click “Apply Template” — The button is available in the visit actions area. This calls POST /visits/:id/apply-template.
  3. Select the template type — Choose prescription, diagnosis, lab_order, or imaging_order.
  4. Browse and select — Templates are filtered by your specialty. Search by name or category.
  5. Confirm application — All items from the template are added to the visit in bulk. The template's use_count increments.
Quick-create a template from an existing visit: after entering prescriptions or diagnoses manually, use the “Save as Template” option (POST /settings/prescription-templates/quick-create) to save the current items as a new template for future use.
Applied template items can be individually removed or modified after application. Templates do not lock the visit content.

FAQ

Can I edit a shared template?

Only the creator or a clinic admin can edit shared templates. Other doctors can use them but cannot modify the content.

Do templates auto-update visits that already used them?

No. Editing a template does not affect visits where it was previously applied. Templates are applied as a copy.

How do I find the most popular templates?

Templates are sortable by use_count. The most-used templates appear at the top of the selection list.

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