Assessment Printing

This article is part of the systems administration guide. You will require administration access to view the pages mentioned in this article.

CareRight enables users to print assessments.  The system administrator can configure or define how assessment printing should be printed and what content should appear on the assessment printout.

There are two ways to print assessments, which are useful in different scenarios.  The factors depend on how much control you want over the layout, and whether any large text entry fields are present.

1. Printing assessment merge form.

2. System default printing.

Overview of Assessment Merge Forms 

These are PDF templates.  These need to be created in an external program capable of creating or editing a PDF with embedded forms.

Specific forms elements will be replaced at time of printing with fields from the assessment.  This mapping is description in Merge Forms.

Incorrect mapping of the fields in between assessment and merge form will cause print errors in the system. Example:

Advantages:

• Allows exact positioning of fields and layout.
• Allows control over look and feel, custom banners, images, etc.

Disadvantages:

• Fixed position fields mean large text answers will not fit in a box that is too small, or you may need to have 
• Rich text fields will not be displayed correctly

1. Printing with PDF Templates (Merge Forms)

Print when One PDF Template is Defined:

If an assessment only has one PDF template defined with "Enable for default printing", then then assessment screen will have a single Print button. When the Print button is selected, the fields of the assessment will be merged to the PDF template and the result returned to the user respecting the global "Embed Printed Assessments" option.

1.  Perform an assessment.
2. Approve an assessment.
3. Click show.
4.  Click on the Print option underneath patient banner.

Print When Multiple PDF Templates are Defined:

If the user has defined multiple PDF templates with "Enable for default printing" enabled, then clicking Print will display a drop-down list of print options. When one of the PDF template names is selected, then the assessment fields will be merged into the PDF template and the result returned to the user respecting the global "Embed Printed Assessments" option.

1. Perform an assessment.
2.  Approve an assessment.
3. Click show.
4. Click on the Print option underneath patient banner. 
5. Select the relevant  Template from drop down.

2. System Default Printing

When no PDF templates/Merge form are available for an assessment, a completed assessment is printed based on how the assessment appears in a web browser.

Advantages:

• Large text fields will be flow correctly, have no limit but only use as much space as they need
• Rich text fields will print correctly

Disadvantages:

• No control over style, or contents of the patient banner.  The printed version will be similar to what is displayed on screen in the web browser.

Assessment Printing Configuration

The header and footer for non-PDF printing can be configured globally for all assessments.

1. Click Administration.
2. Select Global Settingsmenu item.
   1. The Global Settings screen will display.
3. Scroll down to the Assessment Printing Options Section.  
4. There are three subsections to be updated:
   1. General Options

      Display User Format	Log in Name  Staff Member Name
      Display User Staff member Type	No Yes - Description Yes - Code
      Display Patient Banner	Yes No

   2. Header Options

      Assessment Title	Yes No
      Author	Yes No
      Approver	Yes No
      Authored Date	Yes No
      Approved Date	Yes No

   3. Footer Options

      Assessment Title	Yes No
      Author	Yes No
      Approver	Yes No
      Authored Date	Yes No
      Approved Date	Yes No

5. Make assessment printing changes with the options provided.
6. Select Change to save your edits.

Printable Assessment Element for Merge Form

Please note: Incorrect mapping of the fields in between assessment and merge form will cause print errors in the system.

Example: if the assessment field name as FN than PDF template also needs to name as assessment[FN]  to pull the assessment information in the template.

Element		Description	Example
patient_field	MRN
	title
	given_name
	family_name
	date_of_birth
	gender	Showing as a number. Check here as a reference. 2 => Female
	mobile_phone
	email
	employment_status	Showing as a number. 3 => Employed
	ethnicity	Showing as a number. 1101 => Australian
	nationality	Aus => Australian
	gender_diversity
	medicare_number
	medicare_irn
	medicare_expiry
	dva_file_number
address_field	address1
	suburb
	post_code
	state_code
text_field		Suitable for printing text format. For example, if you want to print the gender field as text format, use text_field as gender section in the assessment.
text_area (Only Plain Text)
metric	Height	Available to adjust Unit or Decimal Places. Check here. Once the assessment is submitted and approved, the metric numbers will be recorded into measurements on patients' record. Check here.
	Weight
	BMI
	Blood Glucose Level
	PHQ
	Heart Rate
	SpO2
	Respiration Rate
	Temperature
checkbox		Checkbox element is suitable for yes no choice or any specific name choices. Available to choose multiple choices.
date_picker		Suitable for printing date
select		Select element is suitable to print only one choice from multiple choices in one section

Please note - Some elements are not suitable for printing merge form.

• patient_detail
• dynamic_text
• static_text
• calculation
• clinical_notes_history
• signature_field
• yes_no
• time_picker
• metric - Blood Pressure
• appointment_picker
• guarontor_picker
• location_picker
• provider_picker
• patient_picker