How to import patient information leaflets into Medical Director

The 'patient education material' feature in Medical Director includes a range of pre-existing leaflets. It also allows the user to import new patient education documents.

Our patient information leaflets are available in a number of ways:

  • pre-existing in Medical Director – current versions are included in software updates
  • imported by the user from the online list.
We recommend that only current information leaflet be given to patients; current leaflets are listed here. Titles have recently been changed to make them more user-friendly, so the same information leaflet may now appear under a different title. To avoid confusion, you may wish to delete older versions before importing new ones. To delete, highlight the less current file, right click, then click 'Delete'

Import a new patient information leaflet into Medical Director

Step 1: Temporarily save the required file (e.g. from the web to your desktop)

  1. Select the required file; this will take you to the download page. Under 'Download PDF now' right click to bring up the menu, then click on 'Save Target As' option.
  2. Select the location where you intend to temporarily save the file.
  3. Save the file.

Step 2: Import the saved file into Medical Director

  1. Close all patient records.
  2. From the 'Resources' menu, choose 'Patient Education' option.
  3. In the 'Leaflet Browser' window, click on the 'Custom' tab.
  4. Highlight the folder where you want the patient information leaflet to be saved.
  5. Click on the' File' menu and choose 'New' option, then 'Leaflet' option.
  6. Navigate to the location where the patient information leaflet was temporarily saved (i.e. desktop, local or network drive) and locate the required leaflet. You may have to change the file type (bottom of the 'Select leaflet file' window) – patient information leaflet are usually in PDF format.
  7. Double click on the file to bring it into the 'Leaflet Browser' window. The imported leaflet is now available in Medical Director.

Step 3: Remove the saved file from its temporary location

  1. Navigate to the location where the patient information leaflet was temporarily saved.
  2. Right click and select the 'Delete' option.