• File>System configuration>Lab product templates.

• Click ‘New’ - a blank record will appear in the lower half of the screen

• Give the template a name

• and then add the specific product type you would like to include from the drop down - this list is compiled from the product types you have named in the Lab Products and not ticked as ‘discontinued’. See IDS6301 - Lab Products

• Once the product type is chosen, the particular product name also needs to be selected - again this list is obtained from the Lab Products section of System configuration

• You can create as many templates as you wish and they can be as long or short as you wish - they can be further edited once they are applied

You can allocate a clinic site to a lab product template. This means that, when a user is logged in at a particular site, they can only have access to the templates at that site.

If you have 3 sites, the templates may for each may contain the same product names as all three labs follow the same processes but the lot numbers of the products will be different at each site. Therefore, we recommend that the site that the template is allocated to is also reflected in the name, for ease of management

•  Go to the Laboratory Details of a patient file.

• Ensure the correct cycle is selected in the lab details dropdown.

• Select the Products tab and then press Insert Template.

• Select the appropriate lab product template for that cycle - this will display a list of products

• Click Save

• the products from the template will now be listed in the Products tab, with the lot numbers and expiry dates populated from the data in Lab Products section. Multiple product templates can be inserted as required.

• The goal is to have all products with their lot numbers linked to the treatment cycle. This allows you to query which cycles used a specific product or lot number which is important in the case of product recalls.