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2 - Template Functions

Appointments Scheduler
E-Z Template Builder
> Features
> Sample Screens
Information Request

  1. First type in a heading.
     

  2. Next add the various fields which are to appear in this letter.

    For instance, add a date field by pressing the (Functions) button.

    Select a date type such as “&TodaysDate Long&” from the list by clicking on it. Then holding the mouse button down, drag it to the position on the Template where you want it. You can then use Tab, Spacebar, or cut and paste to reposition it. When you open a letter using this template, the current date will now appear where you placed “&TodaysDate Long&.”

To add other fields (from the patient’s AS/PC® record) select a category in the View: dropdown list box and press the Show Fields button (the one with an open book on it). The list contains fields which can be dragged and dropped onto the template in the same way that the date field was.

To save the template close the Template Editor window (click its ‘X’) and answer ‘Yes’
to:

When a new letter is opened using this template, all fields for the selected patient will appear in it as well as the heading and any other text you put in the template.

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