SOAPware DocumentationFAQ's TemplatesQ: Can I use Document Designer commands in my templates?

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

Access Document Designer
  1. Click on Tools.
  2. Click on Document Designer.

Create the Temporary Design

Create the Temporary Design
  1. Click on File.
  2. Click on "Create New Design."
  3. Name the Design.
  4. Click OK.

Access the Desired Commands

Access the Desired Commands
  1. Click on Data Items.
  2. Click on the desired commands, one at a time, to insert into the temporary design.

Incorporate Free Text

Incorporate Free Text

Free Text can be incorporated between the data commands.

Copy and Paste the Commands

  1. Click and drag the cursor over the text-to highlight the text.
  2. Click on Edit.
  3. Click on Copy.

 

Save Changes
  1. Click on Close.
  2. 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.

Results

Results

When the template is inserted into a SOAP Note, for example, the information will be pulled from the patients demographics.