- Prior to uploading documents to the document or email template it must first be uploaded to the practice's site under Menu > Settings > Practice Setup > General, then scroll down and expand the Documents section.
- When you are needing to upload an image to the email or document templates first access the template you wish to add to from Menu > Settings > Practice Setup > Document Templates or Menu > Client Engagement > Email Templates.
- To add a document to the template click on the icon directly below Edit.
- Select the document to add to the template from the drop-down.
- Click Insert.
NOTE: Where the cursor is on the template is where the document will be inserted
Merge Fields
Merge fields insert information into the template once it is generated.
- To place the merge fields on the template click on the icon under Edit and Insert.
- Once selected a drop-down list with client patient and practice fields will appear. Choose the information you would on the document.
NOTE: Where the cursor is on the template is where the document will be inserted
- When the document is generated the merge fields will be satisfied with the information from the record.