Case Doc Templates

Key Info  
Purpose:

Configure case document templates, used to generate letters and documents in the Case Management module.
Related Module(s):

Case Management
Accessed From:

Maintenance > Case Management > Case Doc Templates
Window(s):

Case Doc Templates

Case Doc Template Access

Dependencies:

None

Case Doc Templates Window

[Accessed from Maintenance > Case Management > Case Doc Templates]

The Case Doc Template window allows you to manage the document templates that are used to generate letters and documents in the Case Management module.

Templates for the Case Management module are created using Microsoft Word. Like any standard Word document, logos, standard text, and paragraph layouts can all be entered.

These templates can be customized to pull patient/case specific data from axiUm into the Word document by using predefined letter template fields. These field names are predefined in axiUm and cannot be modified. The field names are manually typed into the document, must be surrounded by << and >>, and the field name must be an exact match.

Example:

A Word template could be set up to include the following text:

<<Date.Long>>

ATTN: <<Refer.Name>>

<<Refer.Address1>>

<<Refer.City>>, <<Refer.State>> <<Refer.Zip>>

RE: <<Patient.Name>>

When generating the report from axiUm, the template would automatically pull the correct information into the Word document:

May 22, 2017

ATTN: John Doctor

123 Main St.

Dental Town, AB 12345

RE: Jane Patient

For more information on creating templates in Word, see the Case Management Setup Guide.

Field Description
Is Heading

A checkbox that, when selected, indicates this entry is a heading used to categorize templates.
Description A text field that indicates the heading information to display.
Is Doc Template

A checkbox that, when selected, indicates this entry is a template entry.
Create Note A checkbox that, when selected, indicates that a note is automatically created on the patient's record when a report is created from this template.
Inactive A checkbox that, when selected, indicates the template is inactive and not in use.
Description A text field that describes the template.
File Name

A text field that indicates the path and file name of the template.

The ellipsis is used to navigate to the saved file.
Section / Sub-tab Drop-down lists that indicate the locations to save generated letters for viewing in the Attachments/Consents module.
Task Procedure
Add Doc Templates / Headings
  1. Click the Clear Data () icon.
  2. Complete the fields as necessary and click the Add a new Record () icon.
Edit Doc Templates / Headings
  1. Select a listed entry.
  2. Make any necessary changes and click the Modify Record () icon.
View Case Doc Templates
  1. Select a listed entry and click the View button to display the template in Word.
Delete Doc Templates / Headings
  1. Select a listed entry and click the Delete Record () icon.
  2. When prompted, click Yes to confirm the deletion.
Reorder Doc Templates / Headings
  1. Select a listed entry.
  2. Click the Up and Down buttons to move the selected entry within the list.

Case Doc Template Access Window

[Accessed from Maintenance > Case Management > Case Doc Templates > Level Access () icon]

The Case Doc Template Access window allows you to manage access to the selected template. It displays when you open the Case Doc Template Access window and click the Level Access () icon.

Field Description
Description

A read-only field that indicates the selected template.
Level

A read-only field that indicates the selected user level(s).

Tip: You can select multiple levels to save time. If multiple are selected, a comma and ellipsis (, ...) display after the first level.

Access

A drop-down list that indicates access to the doc template for the selected user level(s):

  • Full Access
  • Read Only
Task Procedure
Edit Case Doc Template Access

  1. Select one or more user levels that should have the same access.

  2. Set the access fields as necessary and click the Modify Record () icon.

  3. Repeat for all necessary user levels.