Preliminary note
Template setup should be done by an Administrator or Master user on facility level. Settings done on facility level apply to all departments, groups, and users. If, for instance, the template header needs to be updated and this is done on facility level, the change will apply to all users.
Managers can also edit templates but such changes only work on group level.
You are logged in with your Manager or Master credentials.
Go to the TEMPLATES area.
Master user on facility level :
Manager user on group level within a department:
Select if you want to create a new template or edit an existing one.
=> You enter the Template EDITOR.
In our example we edit an existing template.
Functionality is the same when you start creating a new template.
Click inside the template to activate the options at the top.
=> Most of the functions are common document formatting options such as formatting, colours, list options, text alignment. You can insert an image file, e.g. the facility logo.
Active options are highlighted in blue.
Hover over the button to view its function:
These formatting options are more relevant for the users processing the content of the document.
Options for Template setup
We look at the specific functions only available for template setup.
These options are not available to author or clerical users.
Remember to click into the correct space in your template so the buttons become active.
1) Insert images, links or a table into your template.
The table function brings up further options:
From left to right:
Add a border
Expand the cell horizontally
Insert & remove columns
Insert & remove rows
Merge cells with the left one, the right one, the upper or lower cell, and unmerge the selected cell
Align inserted text to the top of the cell (default), align the text to the middle, and align the text to the bottom
2) Create a page number indicator - sets a page count
Create a number of pages indicator - adds the total of pages (page/total)
Create Template Fields
3) There are two options to create template fields. See further down for the differences.
You would typically create template fields for:
- Recipient
- Text body
- Sign off
- Cc fields
Field Definitions
Enter a Field Name - the format needs to be "Example_Field_Name"; spaces cannot be used.
Field Content
Change to CONTENT.
Insert your default content for the created field. Use copy and paste or type the text into the field.
See below the difference when using option a or b for template fields:
a) default settings are Render Type Inline and Content Type Plain Text - use this for entering merge fields and HTML text.
The formatting options are greyed out.
b) in this option the default settings are Render Type Block and Content Type Rich Text
The same text appears in its original format.
Further formatting options are available.
Insert an anchor point at the place where the spoken text should go:
Place the cursor where you want the anchor point to be and then click the anchor icon in the toolbar.
=> a VR insertion point {INSERT} will be added to the template
Click on DONE to save the new field.
=> it appears in your template in the area where you had placed the cursor.
You can still move the field to a different place if necessary (mark the field with your mouse, cut & paste it to the correct position).
NOTE for sites within Ireland only: If you work with Healthlink and are setting up a Discharge summary template (DSHL) a summary_report field needs to be created (this spelling is crucial for integration).
See a preview of your template in the TESTER tab.
Edit Template Fields
To edit a template field click into the field.
=> you can view the field content at the top of the template
Use the pen icon to edit the field definition or content.
Use the bin icon to delete the field.
Sign Off and Signature
With these three buttons you have the following options:
Inserts the author's sign off - which consists of the handwritten signature and the sign-off
Insert the author's sign off only - inserts just the sign-off
Inserts the author's signature - their T-Pro signature or uploaded file
In the template:
In the approved/completed document:
=> Depending on your facility's policies you would only add one of those options to the template.
Remember that the option "signoff" enters the sign off to the author's template and adds the signature later when the document is approved. This is the common standard option.
Recipient and Cc Fields
With these buttons you can add the recipient field and the Cc field.
General
Undo and redo your actions using the arrows.
Click on the magnifying glass to enlarge or reduce the size of the document.
If you have any more queries, please do not hesitate to contact our Helpdesk or
[email protected]. © 2024