Q: Can I use Document Designer commands in my templates?
A: Yes, Document Designer commands can be place in a temporary Document Design, and then copied and pasted into the template.
Access Document Designer
- Click on Tools.
- Click on Document Designer.
Create the Temporary Design
- Click on File.
- Click on "Create New Design."
- Name the Design.
- Click OK.
Access the Desired Commands
- Click on Data Items.
- Click on the desired commands, one at a time, to insert into the temporary design.
Incorporate Free Text
Free Text can be incorporated between the data commands.
Copy and Paste the Commands
- Click and drag the cursor over the text-to highlight the text.
- Click on Edit.
- Click on Copy.
- Click on Close.
- Click on "No" since this is a temporary Document Design.
Place the Commands in the Template
Access the template the commands are to go in. (*Note: You will want to access the desired template from the Templates tab-or press F6 on the keyboard--and insert the commands in the preview pane-to the right of the template name. This will ensure that your changes/additions will be saved for good.)
Click the cursor where the commands are to reside. Right-click and select Paste to paste in the document designer codes.
When the template is inserted into a SOAP Note, for example, the information will be pulled from the patients demographics.