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How do I create a document template?

  • Updated

Document Templates allow the clinic to create customized documents that are client-facing and could automatically pull client, patient, and practice-specific information. To get to the Document Templates section go to the Menu > Settings > Practice Setup > Document Templates.

From the Document Templates section of the clinic, create new documents or edit the existing pre-loaded ones. There are several different types of documents that come standard with the system. The clinic is welcome to replace them with more customized versions.

  1. Account Balance / Invoice - This will be used whenever the clinic will print or email a client’s account balance or a specific invoice.
  2. Client Welcome Letter - This will be used whenever the clinic emails a client the Welcome Letter at the time of creating a username and password to the Client or “welcoming” to the practice, giving them their log-in information and instructions and practice protocols.
  3. Estimate - This template will print or email when an estimate or treatment plan is generated.
  4. Patient Health Report Card - This will be used when the clinic prints or emails the patient Exam Form results.
  5. Patient Report (Check-In Report) - This is the sheet that the clinic print each time a patient appointment is checked in.
  6. Payment History/Receipt - This is the template used when the clinic prints and/or emails a client's payment history or receipt for a visit.
  7. Rabies Certificate - By default the system will use this template provided by the Center for Disease Control (CDC). However, the clinic can create a Document Template with their customized rabies form instead.
  8. Not Specified – The clinic will select this type for any other document that is not used for the specific reasons above (ex: consent forms).

CREATING A NEW DOCUMENT TEMPLATE

  • From the Document Template Management screen select Add a New Document Template.

Add_Doc_Template.png

  • The following screen will appear:

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  1. Select the Category the template should be assigned to.
  2. This will be the Name of the document as it will appear in the medical record (required field).
  3. This is where the clinic will select the type of document template it is as referenced above (Invoice, estimate, etc.)

    Note: Generally the clinic will choose Not Specified. This option will only need to be a different type if the clinic is replacing an existing template in the system. If the clinic does so, they will need to inactivate the template they are replacing.

  4. This is asking if they will allow edits when someone pulls up this template in a patient record. *The rule of thumb is that if the form requires any information to be inputted (such as the best number to reach the client that day), then the document must be editable. But, if it is only being used for documentation or to have a customer sign off, then the document does not need to be editable.
  5. If the clinic would like to have this document stored in the medical record then check off this option.
  6. This is the toolbar section of the document template editor. The clinic will find that it works similarly to word processors they may be accustomed to using. They can use these functions to format the text, spacing, insert tables, etc.

    In the blank area, enter the body of your document. Copy and paste from documents stored on your computer, but note you may need to edit the formatting as it does not always copy and paste exactly as it appears on the document.

  7. This option allows the clinic to insert one of the documents stored in the General documents section within the system.
  8. The bottom of the screen is where the clinic can see which documents they have available to insert into this template. They can add a new document here if they wish.

    Typically this will be used to insert the clinic logo. When they click this button will give them the option to select which document they want to insert, then click "Insert." The clinic can also choose to insert the document as a link for their clients to click on if they email the document template.

  9. Click Save when finished.

 Note: Please be aware that having multiple tabs open within the same browser while using Pulse and/or editing document templates can cause issues with information not being saved correctly or at all. Please use Pulse within multiple browsers vs. multiple tabs of the same browser.

 

Electronic Signature

If the clinic would like to accept an electronic customer signature on a document template, they can use the %clientsignature% merge field. Place the merge field on the document where they would like the client signature to appear. Then when the document is generated in the patient record, the system will prompt the staff at the document to “Sign Document."

 

 

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