Documents can be saved as Templates to assist in quickly attaching to Patient files. It also is helpful if you utilize many different Documents for Patient files, keeping them easily accessible and ensuring each Patient receives the same Document as required.
Setup > Templates
Use the navigation buttons at the bottom of the screen to ADD or EDIT templates. These buttons also allow you to navigate through your list of already created Templates to find a specific one.
- Name: Type a title name for the Template – this assists you in finding the Template from drop down lists
- Type: in the above image, note the menu popped up next to the Type option. Select from the drop down what type of Template you are creating. Different Template Types offer different options. Fillable Documents and SMS are only available in limited areas.
- Inactive: click this box to make a Template inactive – stop using that Template
- Use File: opens a hidden field where you can search for a specific File to use as the Document or Email
- Subject: available only for Email Templates – create a Subject for the Email
- Attachment: available only for Email Templates – attach a specific file to each message
- Width: specify a max width for the Document or Email
- Document Options: visible only when using the Document Template – allows simple formatting of the Document – Font Type, Size, Bold, Italic or Text Color
- Form: area where Template details will go – you can type in this box
- Tokens: tokens allow customized messages to be sent or customized information to be filled into each Document, based on the Patients information. The Tokens can be entered by using the Carat key (located above the number 6 on most keyboards) and the corresponding letters. See the Default Email Template for an example of Tokens in use.