Go to the Tools menu. Select Document Templates from the Clinical Setup submenu.
The document template will be displayed in the centre panel.
Click in this panel and edit the text.
When you are finished, click “Save”.
(for mail-merge items)
If you insert a place holder tag in your document template, it will be replaced with real values when you use the document.
Tags begin with << and end with >>.
For example, <<PatientFullName>> will be replaced with “Jane Margaret Test” when you create a document for Jane.
Place the cursor in the text where you want the value to appear.
Select the appropriate placeholder from the pane on the right of the page.
Click on the tag groups to open the lists
Click on the appropriate tag
A new placeholder tag will be inserted at the position of the cursor in the document
You should categorise your document, depending on its purpose.
The code is used to select the correct letter when processing recalls. If the document is to be used to invite patients for their recalls, the code must correspond to the task code. For example for letters recalling patients for cervical smears enter a code of CX (which is the task code for cervical smears).
Select the appropriate format (size) to be used when printing this document.
Some documents may not be printed at all, e.g. txt messages. In that case, select “Not Printed”.
If this box is ticked, a copy of this document (when printed or emailed) is saved in the patient’s notes.
Use the font, size and style menu at the top to format the text and insert images.
Click “Preview” to see what the document will look like when printed.
Note: You may be asked to select a patient to demonstrate the replacement of tags with real values.
Select the document template you wish to delete from the list on the left. The document template will be displayed in the centre panel.
Click “Delete” in the top menu. 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 click “Save”.
If you want to create a document which is largely similar to another, highlight that existing document in the list. Click “Copy” in the top menu.
A new document named Copy will be created with the same body like the original.