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Creating and editing documents
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Editing Documents
Go to the Tools menu. Select Document Templates from the Clinical Setup submenu.
Select the document template you wish to edit from the list at left. The document template will be displayed in the centre panel. Click in this panel and edit the text as you wish.
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To add a field to the template (something that the program will automatically find or calculate when the document is created, such as address or DOB):
Place the cursor in the text where you want the value to appear. The lists at the right such as Patient or Preferred Practitioner contain values that can be added to the document. Click on the one you wish to add. This will appear in the document as <<value>>.
For example, in the Patient menu on the right, click on Payor Account Balance. <<PatientPayorAccountBalance>> will appear in the text e.g. Currently the account of <<PatientPayorAccountBalance>> is overdue. When this template is used, that patient’s account balance will be inserted here.
When you have finished making changes to the document template, press [Save] to save changes and then [Finish] to exit.
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Deleting documents
Select the document template you wish to edit from the list at left. The document template will be displayed in the centre panel.
Press [Delete]. This will remove the document name from the list at left. The template is deleted, even though it still appears in the centre panel. You will not need to press [Save].
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Creating new documents
Press [New]. Alternatively, if you want to create a document which is largely similar to another, highlight that existing document in the list and press [Copy]. A new document named “Copy of…” will be created with the same body as the original. Change the Name and any of the settings you want and edit the document as you wish (see Editing forms/documents above). Press [Save], then [Finish] to exit.
A new blank template will be displayed in the center panel.
Complete the details about your template - the name, category of document, report style (for printing purposes) and a corresponding task code. The task code is a free-form field. For example, CX for cervical smears. If you have a task for cervical smears, which are also labeled CX, when you select document from the Actions list (in the Tasks screen), the program will pull up this document for you.
Use the font, size and style menu at the top to format the text and insert images.
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Click on the body of the document to add text. To add a field to the template as you are writing (something that the program will automatically find or calculate when the document is created with regard to any particular patient), place the cursor in the text where you want the value to appear and select patient details from the panel on the right.
This will appear in the document as <<value>>. For example, in the Patient menu on the right, click on Payor Account Balance. <<PatientPayorAccountBalance>> will appear in the text e.g. Currently the account of <<PatientPayorAccountBalance>> is overdue. When this template is used, that patient’s account balance will be inserted here.
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As you are working or when you are finished, press [Preview] to see what the document will look like when printed. Note: You are asked to select a patient so that the program has some values to plug into any fields you have created and/or so that you can create the document and print it to send to the patient from here without having to exit the editor and go elsewhere. If you are happy with the document and wish to send it, press [Print].
Press [Save] periodically as you are working and when you have finished creating the document. When you are finished and have saved, press [Finish] to exit.
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