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name care-report-templates
description Reference for creating Jinja2 report templates in the CARE EMR system. Use when creating, editing, or debugging report templates. Covers available context variables, nested data, custom filters, globals, and template patterns.
user-invocable true
argument-hint [encounter|patient|account]

CARE Report Template Reference

Templates are Jinja2 HTML rendered in a SandboxedEnvironment with StrictUndefined and autoescape=True. trim_blocks and lstrip_blocks are enabled. Each template uses exactly one context (encounter OR patient OR account — mutually exclusive). The root variable is determined by the chosen context. current_user is always available.

Before creating a template, read the example templates in ~/.claude/skills/care-report-templates/examples/ for real-world patterns.

Report Contexts

encounter (slug: encounter_base)

Root variable: encounter

Direct Fields

Field Type Example
status string Planned, In Progress, Completed, Cancelled, Entered in Error
encounter_class string Inpatient, Outpatient, Observation, Emergency, Virtual, Home Health
start_time datetime string 2026-01-12T10:01:45.088000Z
end_time datetime string or "Ongoing"
priority string ASAP, Emergency, Routine, Urgent, Stat, Elective, etc.
discharge_summary_advice string
external_identifier string
extensions dict encounter.extensions.encounter_attender.attender_name

Nested Single Objects

Access Path Fields
encounter.patient See Patient Fields
encounter.facility See Facility Fields
encounter.current_location .name
encounter.hospitalization .re_admission, .admit_source, .discharge_disposition, .diet_preference

Nested Iterables

Access Path Item Fields Filterable
encounter.care_team .user.full_name, .user.id, .role No
encounter.organizations .organization No
encounter.patient_facility_tags .display category, status
encounter.encounter_tags .display category, status
encounter.facility_identifiers .config.display, .config.use, .config.auto_maintained, .value No

Nested Querysets

Access Path Filter Params Details
encounter.diagnostic_reports status See Diagnostic Reports
encounter.symptoms clinical_status, verification_status, exclude_clinical_status, exclude_verification_status See Symptoms
encounter.allergy_intolerances clinical_status, verification_status, exclude_clinical_status, exclude_verification_status See Allergy Intolerances
encounter.diagnoses clinical_status, verification_status, exclude_clinical_status, exclude_verification_status See Diagnoses
encounter.questionnaire_responses slug (REQUIRED) See Questionnaire Responses
encounter.medication_prescriptions status See Medication Prescriptions
encounter.service_requests status, intent, category, priority See Service Requests

patient (slug: patient_base)

Root variable: patient

Patient Fields

Field Type Example
name string John Doe
gender string Male, Female, Non binary, Transgender
age string 45 Y
blood_group string A Positive
address string 123 Main St, Springfield
phone_number string +91 9876543210
date_of_birth date string 1978-05-15
deceased_datetime datetime string
extensions dict patient.extensions.patient_demographics.related_person

Nested

Access Path Item Fields Filterable
patient.instance_identifiers .config.display, .config.use, .config.auto_maintained, .value No
patient.instance_tags .display category, status

account (slug: account_base)

Root variable: account

Direct Fields

Field Type Example
external_id string UUID
name string General Checkup Account
status string Active, Inactive, Entered in Error, On Hold
billing_status string Open, Billing, Closed Completed, etc.
description string
total_gross decimal string "180.000000" — use | currency or | float
total_paid decimal string "100.000000"
total_balance decimal string "80.000000"
total_billable_charge_items decimal string "1455.000000"
created_date datetime string
calculated_at datetime string

Nested

Access Path Type Details
account.patient single See Patient Fields
account.facility single See Facility
account.primary_encounter single Same fields as encounter (status, encounter_class, start_time, end_time, care_team, current_location, hospitalization, organizations, encounter_tags, extensions, etc.)
account.invoices queryset Filter: status, title, number. See Invoices
account.charge_items queryset Filter: status, title, service_resource. See Charge Items
account.category_charge_items_summary single See Category Summary
account.payment_reconciliations queryset Filter: status, target_invoice, reconciliation_type, is_credit_note, location. See Payment Reconciliations
account.total_price_components queryset See Monetary Components

Nested Data Point Details

Facility

Field Example
name City Health Center
description A community healthcare center
address 123 Main St, Springfield
pincode 123456
phone_number +1-555-1234

Diagnostic Reports

Filter: status

Field Type
title string (from code.display)
conclusion string
note string
service_request single: .title
observations queryset — see below
file_uploads queryset: .name, .url (filter: file_category, name)

Observations (within diagnostic_report)

Field Type / Access
title string
status string
effective_datetime datetime string
interpretation string
value nested: .value.value, .value.unit
reference_range iterable: each has .min, .max, .interpretation
component iterable — see below

Observation Components (within observation)

Field Type / Access
title string
interpretation string
value nested: .value.value, .value.unit
reference_range iterable: each has .min, .max, .interpretation

Symptoms

Filter: clinical_status, verification_status, exclude_clinical_status, exclude_verification_status

Field Type
clinical_status string (Active, Resolved, etc.)
verification_status string (Confirmed, Refuted, etc.)
name string
onset date string
note string
created_by single: .full_name, .id
updated_by single: .full_name, .id

Allergy Intolerances

Filter: clinical_status, verification_status, exclude_clinical_status, exclude_verification_status

Field Type
clinical_status string (Active, Inactive, Resolved)
verification_status string (Unconfirmed, Confirmed, Refuted, etc.)
criticality string (Low, High, Unable to Assess)
name string
note string
last_occurrence datetime string

Diagnoses

Filter: clinical_status, verification_status, exclude_clinical_status, exclude_verification_status

Field Type
clinical_status string
verification_status string
name string (from code.display)
onset date string
note string

Questionnaire Responses

Filter: slug (REQUIRED — will raise ValueError if omitted)

Each questionnaire response has:

Field Type
title string (questionnaire title)
description string (questionnaire description)
responses iterable — see below
updated_by single: .full_name

Each response item has:

Field Type / Access
question dict or string — use resp.question.get('text', resp.question) if mapping, else use directly
answer dict — values via resp.answer.get('values', [resp.answer]), each value has .get('value'). Notes via resp.answer.get('note')

Question dict keys: text, type, code (with code, system, display), unit (with code, system, display).

Medication Prescriptions

Filter: status

Field Type
status string
note string
prescribed_by single: .full_name
medications queryset — see below

Medications (within prescription)

Filter: status, exclude_status, intent, priority

Field Type
name string
status string (Active, On Hold, Cancelled, Completed, etc.)
intent string (Proposal, Plan, Order, etc.)
priority string (Routine, Urgent, ASAP, STAT)
authored_on datetime string
note string
dosage_instructions iterable — see below

Dosage Instructions (within medication)

Field Example
dosage "2 tablet"
frequency "3 times every 1 day"
duration "2 d"
site string
method "Injection"
route "Oral"

Service Requests

Filter: status, intent, category, priority

Field Type
title string
status string (Draft, Active, On Hold, etc.)
intent string (Proposal, Plan, Directive, Order)
category string (Laboratory, Imaging, Counselling, Surgical Procedure)
priority string (Routine, Urgent, ASAP, Stat)
requester single: .full_name, .id

Invoices

Filter: status, title, number

Field Type
title string
status string (Draft, Issued, Balanced, Cancelled, Entered in Error)
number string
total_net decimal string
total_gross decimal string
total_price_components iterable — see Monetary Components

Charge Items

Filter: status, title, service_resource

Field Type
title string
status string (Planned, Billable, Not Billable, Aborted, Billed, Paid, Entered in Error)
service_resource string (Service Request, Medication Dispense, Appointment, Bed Association)
quantity string (use | int for numeric)
total_price decimal string
paid_on datetime string
created_date datetime string
unit_price_components iterable — see Monetary Components
total_price_components iterable — see Monetary Components
paid_invoice single: .title, .number

Category Charge Items Summary

Access via account.category_charge_items_summary.

Field Type
category_charge_items iterable — see below
category_returned_charge_items iterable — same structure as above, for refunded items

Each category item:

Field Type
category single: .title, .description
charge_items iterable of charge items (same fields as Charge Items)
total_charge_items_price decimal string
total_paid_charge_items_price decimal string
total_billable_charge_items_price decimal string
total_billed_charge_items_price decimal string

Monetary Components

Field Type
monetary_component_type string (Base, Surcharge, Discount, Tax, Informational)
code string
factor decimal string
amount decimal string

Payment Reconciliations

Filter: status, target_invoice, reconciliation_type, is_credit_note, location

Field Type
status string (Active, Cancelled, Draft, etc.)
reconciliation_type string (Payment, Adjustment, Advance)
amount decimal string
reference_number string
kind string (Deposit, Periodic Payment, Online, Kiosk)
is_credit_note boolean string
issuer_type string (Patient, Insurer)
outcome string (Queued, Complete, Error, Partial)
method string (Cash, Credit Card, Check, etc.)
target_invoice single: .title, .number
created_date datetime string

Queryset Filtering

Querysets support .filter(**kwargs) which applies Django-filter backends at the database level. Always pipe through | list if you need length checks or indexing.

{# Basic filter #}
{% set allergies = encounter.allergy_intolerances.filter(exclude_clinical_status="inactive") | list %}

{# Multiple filters #}
{% set active_meds = prescription.medications.filter(status="active") | list %}

{# Exclude filters (symptoms, diagnoses, allergy_intolerances) #}
{% set symptoms = encounter.symptoms.filter(exclude_verification_status="entered_in_error") | list %}

{# REQUIRED slug filter for questionnaires #}
{% set qr = encounter.questionnaire_responses.filter(slug="vitals_form") | list %}

{# Limit results #}
{% set top5 = encounter.diagnoses.filter(clinical_status="active", limit=5) | list %}

{# Filter by title (charge items — uses icontains) #}
{% set items = account.charge_items.filter(title="Admission Charge") | list %}

Custom Filters

Filter Usage Default Format Notes
date {{ value | date }} or {{ value | date("%Y-%m-%d") }} %d/%m/%Y Parses ISO strings or datetime objects. Converts to IST via localtime()
datetime {{ value | datetime }} or {{ value | datetime("%d/%m/%Y %I:%M %p") }} %d/%m/%Y %I:%M %p Same parsing + IST conversion
time {{ value | time }} %I:%M %p Same parsing + IST conversion
currency {{ value | currency }} or {{ value | currency("$") }} ₹ Indian comma grouping: ₹1,23,456.78
phone {{ value | phone }} — Formats +91 or 10-digit Indian numbers

Date/time fields from context (e.g., encounter.start_time, charge_item.created_date) are aware UTC datetime strings. Piping through | datetime or | date converts to IST automatically.

Global Functions

Function Usage Default Format
current_date {{ current_date() }} %d/%m/%Y
current_datetime {{ current_datetime() }} %d/%m/%Y %I:%M %p
current_time {{ current_time() }} %I:%M %p

Timezone warning: These return strings in UTC (server timezone). To get IST output, pipe through the datetime filter with %z to preserve offset:

{{ current_datetime("%Y-%m-%dT%H:%M:%S%z") | datetime }}

The %z preserves the +0000 UTC offset so fromisoformat parses it as aware UTC, then localtime() converts to IST (settings.TIME_ZONE = "Asia/Kolkata").

current_user

Always available regardless of context:

{{ current_user.full_name }}
{{ current_user.id }}

Useful Jinja2 Built-ins

Filter/Function Usage
default(val) / d {{ x | default("-") }} — fallback if undefined or empty
length {{ items | length }}
first / last {{ items | first }}
join(sep) {{ items | join(", ") }}
groupby(attr) {% for group in items | groupby("type") %} — .grouper and .list
selectattr / rejectattr items | selectattr("status", "equalto", "Active") | list
map(attribute=) items | map(attribute="name") | list
sum / min / max {{ items | sum }}
int / float / round {{ value | int }}, {{ value | float }}
batch(n) {% for row in items | batch(2) %} — groups into sublists
capitalize / upper / lower / title String casing
replace {{ text | replace("\\n", "<br>"|safe) | safe }}
tojson {{ data | tojson }}
format {{ "%.2f" | format(value | float) }} — printf-style
namespace() {% set ns = namespace(total=0) %} — mutable state across scopes

Extensions

Extensions are dict fields that vary by facility/plugin configuration. You must know the extension name and field path:

{# Encounter extensions #}
{{ encounter.extensions.encounter_attender.attender_name }}

{# Deep access with safety checks #}
{% if encounter.extensions is mapping and encounter.extensions.get('encounter_attender') is mapping %}
  {% set attender = encounter.extensions['encounter_attender']['attender'] %}
  {{ attender.get('attender_name', '') }}
{% endif %}

{# Patient extensions #}
{{ patient.extensions.patient_demographics.related_person }}

Extensions keys are facility-specific and not standardized. Always use .get() or is mapping checks for safety.

Sandbox Restrictions

  • No import statements
  • No access to Python builtins (open, eval, exec, etc.)
  • No dunder attribute access (__class__, __globals__, etc.)
  • No getattr/setattr
  • Templates are pure data rendering — only registered filters, globals, and context data are available

Common Patterns

Materialize querysets for indexing

{% set items = encounter.diagnoses.filter(clinical_status="active") | list %}
{% if items | length > 0 %}
  {{ items[0].name }}
{% endif %}

Namespace for cross-scope state

{% set ns = namespace(total=0) %}
{% for item in account.category_charge_items_summary.category_charge_items %}
  {% set ns.total = ns.total + (item.total_charge_items_price | float) %}
{% endfor %}
Net Total: {{ ns.total }}

Macros for reusable blocks

{% macro section_header(title) %}
<div style="font-weight: bold; font-size: 12px; margin-bottom: 5px;">{{ title }}</div>
{% endmacro %}

{{ section_header("Diagnoses") }}

Official patient identifiers

{% set official_ids = encounter.patient.instance_identifiers | selectattr('config.use', 'equalto', 'Official') | list %}
{% if official_ids | length > 0 %}
  {{ official_ids[0].config.display }}: {{ official_ids[0].value }}
{% endif %}

Observation reference range matching

{% set matched = observation.reference_range | selectattr("interpretation", "equalto", observation.interpretation) | list %}
{% if matched %}
  {% set range = matched[0] %}
  {% set min_val = range.min | default(0) | float %}
  {% set max_val = range.max | default(0) | float %}
  {% if min_val > 0 and max_val > 0 %}
    {{ min_val }} - {{ max_val }}
  {% elif max_val > 0 %}
    &lt; {{ max_val }}
  {% elif min_val > 0 %}
    &gt; {{ min_val }}
  {% endif %}
  {% if observation.value.unit %}({{ observation.value.unit }}){% endif %}
{% endif %}

Questionnaire response values

{% for resp in qr.responses %}
  {% set label = resp.question.get('text', resp.question) if resp.question is mapping else resp.question %}
  {% for v in resp.answer.get('values', [resp.answer]) %}
    {{ v.get('value', '') }}
  {% endfor %}
  {% if resp.answer.get('note') %}
    Note: {{ resp.answer.note }}
  {% endif %}
{% endfor %}

Medication 3-level nesting

{% for mp in encounter.medication_prescriptions %}
  {% for medication in mp.medications.filter(status="active") %}
    {{ medication.name }}
    {% for di in medication.dosage_instructions %}
      {{ di.dosage }} — {{ di.frequency }} — {{ di.duration }}
    {% endfor %}
  {% endfor %}
{% endfor %}

Groupby on querysets

{% for group in account.payment_reconciliations | groupby("reconciliation_type") %}
  <strong>{{ group.grouper }}</strong>
  {% for pr in group.list %}
    {{ pr.method }}: {{ pr.amount | currency }}
  {% endfor %}
{% endfor %}