SUMMARY

The New Document template area is the soft yellow shaded area on the Main Form. In this area, common items such as Patient name, shade and Notation are on every new job ready to be filled out if needed. These can be changed or added to.

This article explains how to add or replace the standard template items with your own.

CONTENT

As an example let's assume a lab prefers to use their own method of recording the notation on one row so upper right 3456, lower left 123 could be written simply UR3456 LL123. (The default set up is that a 'Notation' item appears on every new job which uses the Palmer notation).

Step 1. Create the new Line Note item code NOTATION. to replace NOTATION

• From the Products/Services menu, choose Products and Services
• Change the State box, from 'Sales Item' to 'Note' and click 'Add New'
• Enter a simple code eg. 'NOTATION.' (NOTATION and fullstop, this is because we don't want it to clash with the old code).
• Leave the 'Type' set to 'Simple'. Tick 'Can Modify Description' and 'Upper Case' then choose OK
• Still in the Products and Services box, right click the old item 'NOTATION', choose 'Make Obsolete'
• Choose Close

Test you have correctly created the new code. On a blank lineitem row, in the code column type in NOTATION. (NOTATION plus a fullstop) and press enter. The 'Select NOTATION.' box should have popped up with the cursor flashing in Description.

For now, click Cancel on this box.

 Step 2. Add the new Linenote Item to New Document Setup

• From the Tools Menu, choose New Document Setup
• In the Linenote Code column, in a blank row, select NOTATION. (you may use the space where the old NOTATION used to be)
• Choose Apply, then Close.

Test the setup works now: On a clear Main Form, choose Action - New Job. You should see the new NOTATION. Item in the template area. Double click it, or highlight it and press Enter, you should be able to enter a description such as UR4321 UL3456 LR22. If it isn't working as expected re-check Step 1 and 2 above.

For more help contact the Help Desk.

You may also use the methods above to add your own devised Linenote Items to the template area, 'NHS-No' for example. Note you also have the option in the properties of the item, to tick the box 'Do Not Print On Invoice'. This tick box is available 'on the fly' but setting it in the properties will save you typing when booking in jobs.