Creating Document Templates

Under Write, click on either Create Document Template or Edit Document Template

Create your document.  In this feature, you may insert dates, tables, signature block, etc.  The date will input the current date.  If you do not want the current date but want the date to populate every time the document is open, use the date function under the Merge Fields.  See example below. 

TIP:  If you notice that the information that is already typed is being overwritten with new information being typed, press the Insert key.  It is primarily used to switch between the two text-entering modes on a personal computer (PC) or word processor.  The over type mode, in which the cursor, when typing, overwrites any text that is present in the current location.

When inserting merge fields, double click on the field to view the Field Properties.

Go to File and click on Save/Save As.  Give you Document a name.

To write document to patient’s account:

First select the patient

Go to Write and select Other Document

Select the Document and click on Open

This form can be filled out on screen and saved to the Patient’s record.  Go to File and click on Save.

You can select or type in the type and input a regarding.  This is optional. Click Ok to save the document.

The saved document will be found under the patient’s record, in the Document section.