Description

Screen used to configure the templates used in the sections established within the application.

Access


Through Settings

  • In the Main Menu, press the Settings button.
  • Press the Office button and then select the Templates button.

Through QuickLinks

  • In the main menu, click on the QuickLinks text, located at the top of the screen.
  • Press the Office button and then select the Templates button.


Sections 


Buttons

  • Document Types: Allows you to configure the template categories. These options can be edited by the user (this screen can be accessed from Settings / General / General).


  • Procedure Templates: Allows you to apply a template to a specific procedure. When pressed, the following screen will be displayed:


  • Reminder Email Templates: Allows you to create a template, to be sent by e-mail, when sending an appointment reminder.


  • Add: Allows to add a new template.
  • Edit: Allows to edit an existing template.
  • Delete: Allows to delete a template.
  • Cancel: Allows you to cancel any changes.
  • Save: Saves the changes made on screen. 
  • Edit Category: Option that allows you to edit the options displayed in the list of categories.
  • Edit Template: Pressing displays the selected template in the text editor.


  • Custom Content: When pressed, it displays the screen to create a customized template.


  • Patient Info: Displays the Keywords of the patient's demographic information.
  • Clinical: Displays the Keywords of the patient's clinical information. 
  • Billing: Displays the Keywords of the patient's medical plan information.
  • Office: Displays the Keywords of the office information.
  • Reminder: Displays the Keywords of patient, provider, office and appointment date information.
  • Keyword Selection: Display the configured Keywords in the Settings / Office / Templates Selection Keywords screen.
  • Date:  Automatically displays the date link.
  • Check Box: Automatically displays the box.
  • Signatures: Displays the Keywords of the patient, provider, user or other signatures.
  • Previous: Allows to close the screen.


  • Parent Category: Master classification of the Templates. Among the options are: BILLING, GENERAL, CLINICAL, OTHER.
  • Category: Corresponding Template category. 
  • Template Description: Template title.



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