Build client-friendly discharge templates that match your practice style, then generate polished PDFs with your clinic branding in seconds.
📋 How Discharge Instructions Work
Template-Powered: Discharge instructions pull directly from your template, giving you complete control over content, format, and what gets included.
Professional Output: Generate print-ready PDFs with your clinic logo, contact information, and professional formatting automatically applied.
Two Ways to Create:
Template-Based: Use a discharge section you've built in your templates (recommended)
AI-Generated: Let Manta create discharge instructions from your case notes
🔧 Setting Up Your Discharge Template (One-Time Setup)
Build Your Discharge Section:
The best way to create consistent discharge instructions is to add a discharge section to your templates using the AI Template Builder:
Open or create a template (or edit an existing one)
Tell the AI Builder: "Add a discharge instructions section at the end"
Customize the content to include what you want clients to see:
Visit summary in client-friendly language
Home care instructions
Medication schedules and dosing
Warning signs to watch for
Follow-up recommendations
💡 Tip: All Manta system templates include a standard discharge section – use that as a starting point and customize to your needs!
📄 Generating Discharge Instructions
From Any Template Section
You can create a discharge from any section of your template
Complete your case with voice recordings and generate your template
Go to the Discharges tab on the case page
Select your discharge template section - Manta uses the content from that template section
Review and edit if needed
Generate PDF with your clinic branding
💡 Tip: You can create/add template sections specifically to generate any format of client-facing discharges
Using AI-Generated Discharges:
Don't have a discharge section in your template? No problem:
Go to the Discharges tab on any case
Select "AI Generated" for the template desired
Manta creates discharge instructions from your case notes using our standard format
Review and customize before generating PDF
🎨 Customizing Your Discharge PDFs
Add Your Clinic Branding:
Make your discharge instructions look professional with custom formatting:
Go to Team Settings → Clinic Branding
Upload your clinic logo
Add clinic details for your document header
Add custom footer if desired
Save your settings
💡 One-Time Setup: Configure your branding once, and every discharge PDF uses your settings automatically.
⚡ Try It Yourself (5 minutes)
First Time Setup:
Complete a patient case using your updated template
Open the Discharges tab
Select template section or AI-generated and generate
Click “Download PDF” in the 3-dot menu to export
Professional, branded discharge instructions ready to go!
🎯 What Gets Included
Template-Based Discharges Include:
Whatever you've already set up in your template section! This is fully customizable, and can include:
Visit summary in client-friendly language
Home care instructions
Medication details with dosing schedules
Activity restrictions or special care
Warning signs requiring immediate attention
Follow-up appointments and next steps
Any additional information you've templated
AI-Generated Discharges Include:
Manta's standard discharge format covering:
Reason for visit and findings
Treatments provided today
Medications and home care
What to watch for
When to return or follow up
💡 Advanced Tips
Multiple Discharge Formats:
Create different discharge templates for different case types:
Standard wellness template
Surgery/procedure template
Emergency visit template
Specialist referral template
Team Standardization:
Use Teams Mode to share discharge templates across your practice:
Consistent client communication
Standardized medical information
Uniform professional appearance
Easier training for new staff
Efficiency Hacks:
Build comprehensive discharge sections once, use forever
Create templates for your most common procedures
Use AI Builder to quickly modify for special cases
Save customized versions for different doctors' preferences
❓ Common Questions
"Do I need to create a discharge section in every template?"
"Do I need to create a discharge section in every template?"
No, but it's recommended for consistency. You can also generate AI discharges for any case, or pull from any existing template section.
"Can I customize discharges for each patient?"
"Can I customize discharges for each patient?"
Yes! Edit the generated discharge instructions before creating the PDF. Your template provides the structure, but you can always customize for individual cases.
"What if I want different discharge formats for different case types?"
"What if I want different discharge formats for different case types?"
Create multiple templates with different discharge sections. Choose the appropriate template when creating cases.
"Will my logo appear on every discharge?"
"Will my logo appear on every discharge?"
Yes, once you upload your logo and clinic details in Settings, they automatically appear on all discharge PDFs.
"Can I edit the discharge after generating the PDF?"
"Can I edit the discharge after generating the PDF?"
You can regenerate the PDF after making edits to the discharge content. The PDF itself is a final output.
💡 Need Help?
Discharge Instructions work best when your clinical notes include treatment details and home care recommendations. For questions or assistance, ask the Assistant or contact us through the Help Center chat or at [email protected]