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How do I edit the Medical Record template?

  • Updated

The default Medical Record template is hard coded and cannot be edited.

Custom Medical Record templates can be made, which will replace the default template. Then that custom document template can be edited as desired.

Making a custom Medical Record template

  1. Menu > Settings > Practice Setup > Document templates > Add New Document Template.
  2. Set the Template is used for field to "Medical Record".
  3. In the HTML editor select Tools > Source Code.
  4. Copy and paste the source from the code block below into your new document template.
  5. Switch out of source code view, preview the template and make any minor adjustments, then Save the template. Verify the document template is active.
<div style="text-align: left;">
<table style="height: 78px; width: 900px;" border="0">
<tbody>
<tr style="height: 78px;">
<td style="text-align: center; height: 78px; width: 399.672px;">%practicelogo%</td>
<td style="text-align: right; height: 78px; width: 484.328px;">%practicename%<br />%practiceaddress%<br />%practicephone%</td>
</tr>
</tbody>
</table>
<br /><span style="font-size: 12pt; font-family: times new roman, times;"><strong><span style="text-decoration: underline;">Client Information</span></strong></span><br /><br /><span style="font-size: 12pt; font-family: times new roman, times;">%clientname%</span><br /><span style="font-size: 12pt; font-family: times new roman, times;">%clientaddress%</span><br /><span style="font-size: 12pt; font-family: times new roman, times;">%clientphone%</span><br /><br /><span style="font-size: 12pt; font-family: times new roman, times;">%secondownerfirst% %secondownerlast%</span><br /><br /><span style="text-decoration: underline; font-size: 12pt; font-family: times new roman, times;"><strong>Patient Information</strong></span><br /><br />%patientphoto%<br /><br />
<table style="height: 79px;" width="900">
<tbody>
<tr>
<td style="vertical-align: top;"><span style="font-size: 12pt; font-family: times new roman, times;">Name: %patientname%</span><br /><span style="font-size: 12pt; font-family: times new roman, times;">Sex: %patientsex%</span><br /><span style="font-size: 12pt; font-family: times new roman, times;">ID:&nbsp;%patientid%</span><br /><span style="font-size: 12pt; font-family: times new roman, times;">Color: %patientcolor%</span></td>
<td style="vertical-align: top;"><span style="font-size: 12pt; font-family: times new roman, times;">Species: %patientspecies%</span><br /><span style="font-size: 12pt; font-family: times new roman, times;">Breed: %patientbreed%</span><br /><span style="font-size: 12pt; font-family: times new roman, times;">DOB: %patientdob%</span><br /><span style="font-size: 12pt; font-family: times new roman, times;">Age: %patientage%</span></td>
<td style="vertical-align: top;"><span style="font-size: 12pt; font-family: times new roman, times;">Tag:&nbsp;%patienttag%</span><br /><span style="font-size: 12pt; font-family: times new roman, times;">Weight: %patientweight%</span><br /><span style="font-size: 12pt; font-family: times new roman, times;">Microchip:&nbsp;%patientmicrochip%</span></td>
</tr>
</tbody>
</table>
<br /><span style="font-size: 12pt; font-family: times new roman, times;">%patientweighthistory%<br /><br />%patientmpl%<br /><br />%reminderdesc%<span style="text-decoration: underline;"><strong><br /></strong></span></span><br /><span style="font-size: 12pt; font-family: times new roman, times;">%medicalrecords%</span></div>

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