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To create a new template, click Add New Personal Template
Give the template a name by which it will be identified in the relevant template list.
Select the type of template you wish to create from the drop down list. This determines where you will be able to access the template:
Enter text and use the formatting tools to create your desired template.
The Autofill Markers can be used to automatically pull relevant information from the selected patient record at the time of writing the letter. Select your desired auto-fill, ensure your cursor i where you want it, and click on the +
If your template type is Compose/Letter/Document, you will see an additional auto-fill option appear.
Custom Tags give you the opportunity to be able to create a template that allows you to select from a range of optional responses before you create the template in the Letter Wizard.
In this example, I am creating a template that will allow me to tailor my letter to suit the patient. For the custom Tag, give it a name, a Display Name and select an input type. The input type is what you will see in the Letter Wizard. Options include:
Click the Save Template button at the bottom of the page to save your template.
The tag in your template appears like this: «SawPatient, I saw the patient, DropDown, Today;Yesterday;Last Week»
There are a number of options available for sourcing the image and putting it into the template. Upload is the simplest. Click Choose File to select an image that is saved to your desktop or computer.
Then click Send it to Server.
You will be taken to the Image Properties tab, make any modifications you wish to and click OK.
The image will appear in your template.
To ensure you are able to add a specific clinicians' signature to a letter, you will need to include the «SenderSignature» as part of the template.
You can add this from the 'Autofill' options in the drop down from Sender (Current User) options , from the right hand side of the Template window.
In the Letter writer, place your cursor where you wish your signature to appear.
‘Write’ the signature and take a photo or scan into the PC.
Save the image as a ‘jpg’ image approx. 300 x 120
If the signature has been scanned in as a pdf document, use your Snipping Tool to “cut” the signature from the page and save it as a .jpg file.
In MMEx, on the Settings menu, select Manage My Templates.
NOTE: it is recommended that if using this method, to ensure other users cannot use this template uncheck the box for 'Visible to Organisation'. You will be the only person who sees this template for selection.
If you have a need to add 'page breaks' to your letter or form, please ensure you leave a space before and after the place where you add a page break.
If you wish to copy a template from one organisational silo to another, or to copy part of an existing template into another one.
Open the template you wish to copy (Template Management > Edit Template)
On the Edit Template screen, click the Source button
Highlight and copy everything within the text window.
Close that template and click Add new template. Ensure that this template is of the same template Type as the one you wish to copy (IMPORTANT)
Click the Source button in the new template
Paste in the copied source from the previous template
Click the Source button
The resulting text should be identical to the original template.
Click here for some advanced tips and tricks for creating complex letter writer forms and templates.