HOW TO Use the Scanning Module

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HOW TO Use the Scanning Module Powered By Docstoc
					HOW TO: Set up Templates
These instructions assume that you have the CRS Role of Administrator in your
security settings.

Set up a New Template
     Click on the Tools menu and select Clinical WP Setup, and WP Templates
     On the User Defined Tab double click on Blank Letter
     Type any text you wish to appear in the template.
     On the right hand side is a Data Toolbar. This contains a list of “merge fields” which
        are types of information that can be automatically inserted into the letter from the
        relevant patient’s record. To insert a merge field into the template, position the cursor
        in the template where the merge field is to go, and double click on the merge field
        required.
     Header and Footer modifications can be made by clicking on the Header or Footer
        tab at the bottom of the template window.
     When the template has been set up to your satisfaction, click on save.
     Type in the name of the template and click on OK.
     Your template will be saved into the User Defined List, under “My Templates”.

Edit an existing template
     Click on the Tools menu and select Clinical WP Setup, and WP Templates
     Find the template to be edited, and double click on it to open it.
     Edit as desired, and Save.
     If the template was “owned” by someone else, you will be prompted to confirm that
        you wish to overwrite it. This will assign the ownership of the template to you.
     If the template was from the Letters Tab, when it is saved it will be saved into the
        User Defined Tab.
     To delete a template altogether, right click on the template in the User Defined Tab,
        and select Delete.
     If the template has been set as a default template anywhere in the system, or as
        someone’s favourite, you will be unable to delete the template. You can check where
        it is a default, or for whom it is a favourite by right clicking on the template and
        selecting Properties. The Usage tab will give you these details.

Locate template in Patient Tool Bar Drop Down list
    Click on the Tools menu and select Clinical WP Setup, and WP Templates
    Right click on the template required
    Select “Toggle as a Patient Report button menu item”
    An icon (sheet of paper with lines on it) will appear to the left of the template name
    The template will now appear in the list that drops down when you click on the
       “Patient Reports” icon in the patient tool bar within a patient record.
    To remove a template from this list, in the Template Editor, right click on the template
       and select “Toggle as Patient Report menu item” to remove the report icon.

Create a Form with Protected Text (e.g. GPMP)
    Click on the Tools menu and select Clinical WP Setup, and WP Templates
    On the User Defined Tab double click on Blank Letter
    Type any text you wish to appear in the template.
    In spaces you wish the user to be able to type within the form, double click on the
       “Unprotected area markers” icon, to the right of the zoom window in the tool bar
    Any merge fields that may need to be modified in the form should be inserted in the
       middle of Unprotected Area Markers. (i.e. insert unprotected area markers, put your
       cursor in the middle of them, and double click on the relevant merge field)


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        To make the template open as a form, right click on the template in the template
         editor, and select “Toggle template to open as Form” to insert the Form icon to the left
         of the template name.
        The form will be accessed as a template no matter from where it is accessed in the
         system.
        To remove a Form from the Forms list, right click on the template in the template
         editor, and select “Toggle template to open as Form” to remove the Form icon to the
         left of the template name.

Make Template available to all Users
    Right click on the template
    Select “Toggle available to all Users”
    This puts a double head icon to the left of the template name, indicating it is available
      to all users.

Create Auto-text entries
    Click on the Tools menu and select Clinical WP Setup, and Auto Text
    To add a new auto text entry, click on Add New
    Enter the text you wish to type in to bring up the auto text into the Short hand field. It
       is not case sensitive, but make sure there are no spaces included.
    Type the text to come up in the Long hand field.
    If you wish all users to be able to access this auto text, tick the “Applies to all users”
       check box.
    Click on OK to save.
Modify Auto Text entries
    Click on the Tools menu and select Clinical WP Setup, and Auto Text
    Click on the entry you wish to modify
    Click on the Edit button at the bottom of the window.
    Make required modifications to the shorthand and/or long hand as required.
    Click on OK to save.

Use Auto Text
    In the letter or progress notes, type in the shorthand for the auto text.
    The auto text will be displayed in a yellow box. Click on Enter to incorporate it.




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