care-report-templates

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	[phone]
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	[phone]

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 %}
    < {{ max_val }}
  {% elif min_val > 0 %}
    > {{ 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 %}