Create and Manage Text Editor Templates

This article will help you create customized templates for letters, progress reports, assessment reports, SOAP notes, and other medical documents, for use in a patient’s case.

You will find the Text Editor familiar, as the look and feel are very similar to that of Microsoft Word. You can enter rich text, create tables, apply fonts, add drop-down lists, connect fields to patient data, add signatures, links and images, etc.

Since the Text Editor is integrated with Universal Office data, you can use “merge tags” as placeholders for patient and patient case details in your Text Editor template. These will be replaced with information drawn from a patient or case file when the template is used.

Before you begin, make sure at least one preset category of the Text Editor type is defined in Administration Setup. See Create and Manage Preset Categories article.

To perform the following procedures, open the Preset Manager.

Create a Text Editor Template

1. Select a text editor type in the list on the left of the screen.
2. Click [New Preset] on the toolbar.
   The Text Editor template screen opens.
3. Enter and format text and add tables, check boxes, date selectors, and images.
   Tip: You can also add merge tags to your template. See Merge Tags section.
4. Click [Save File] on the toolbar.
5. Enter a descriptive Template Name, and optionally, a brief Description.
6. Click OK.

Merge Tags

Merge tags correspond to field data stored in Universal Office and can be used to include personalized or dynamic content in documents produced by a text editor template. When you create documents for patients, the system replaces the merge tags with the current data from your Universal Office database. The Text Editor offers two types of merge tags:

• Database fields – patient and case information details (e.g. Patient Name, Case Number)
• Document controls – drop-down lists, checkboxes, date selectors, and provider signatures.

To add database field merge tags, while creating or editing a text editor template, expand the Patient or Case branch in the right pane to display the desired data field. Then drag and drop the field (e.g. Patient Name) into the template, at the location where you want it to appear in documents produced based on this template. To add document controls, while creating or editing a text editor template, drag and drop one of the controls from the right pane into the document, at the location where you want it to appear in documents produced based on this template.

Preview Template

To preview how the document will look when used to create a document, click on the Preview tab. To continue editing, return to the Edit Template tab.

Deactivate or Reactivate a Text Editor Preset

1. Select a text editor template type in the list on the left of the screen.
2. Double click on an active document preset on the right.
3. Change the Status to Active or Inactive.
4. Click Save & Close.

Edit a Text Editor Template

1. Select a text editor template type in the list on the left of the screen.
2. Locate and double click on a text editor template on the right.
3. Make changes to the template.
4. Click [Save File] on the toolbar.

Delete a Text Editor Template

1. Select a text editor template type in the list on the left of the screen.
2. Locate and select a document preset on the right.
3. Click [Delete Preset] on the toolbar.
4. Click Yes when prompted.