CL Fits/Follow Ups

[jamiepec]

I am looking for some input regarding the records for CL fits and follow ups. Seems there is way too much going on in our template and I would love to see how others use this tab? 
We want to be able to see all trials on one page, and easily show corrections and dates, to then send to final. 
Can we get some screen shots or tips on setting up a template that is easy to follow with minimal boxes, buttons, etc.!!

[friscoeyeassociates]

Our template has worked fairly well for CL's.. All on a single tab, including all Trials... When patient's return for follow ups on CLs we do not create a new encounter, but rather go back into old one and edit CL Tab to reflect new trials from follow up or to finalize the CL's they left with at exam.. That being said, there are still lots of boxes and buttons because I did not want our techs and scribes to have to re-type the Rx every time they were giving a patient a new trial lens. Instead they can use the "Copy to T2" etc. buttons to copy what is in Trial 1 section down to Trial 2 section. This way if the second trial is going to be the same in virtually every way except for say a small change in Cyl Power then all they have to do is copy down from last trial and make the Cyl change.. It works for our office, but it did take a while to format the tab at the beginning.

I will attach some screen shots... Also, In case you are wanting to check our template out via Crystals import template tool, the current version on there is from earlier this year for our office. I am currently working on updating some things in my current template, but once I get them re-formatted I can upload a new version of my medrec template to share via Crystal.. Hopefully in the next couple of days if I find the time

[jamiepec]

AWESOME...Thank you so much for the input. Ours is similar, but I can see how we could eliminate some things to make it easier on the eyes. I will look for your templates! Thanks again!!

[friscoeyeassociates]

I had mentioned in a couple of places on the forum that I would upload the latest build of our record template once it had been completed, this being one of them. I uploaded the new template this morning for those interested.

[nrastegar]

How did you change the background colors? I like that

[friscoeyeassociates]

It is fairly easy. They are called "Panels". If you don't have them on your template already you can add them by creating a new field and selecting Panel from the drop down menu. then you can insert the new panel field onto whichever tab you would like. I have dozens of panels throughout my template, and virtually never use the standard back ground. To change the look of a panel once it is on a tab left click it with your mouse so it is highlighted and use the font color and background color tools at the bottom of the editing screen to change the color of the panel. You can also use the +/- buttons to change the size of the Panel, just like you would with text boxes... Also it should be mentioned that sometimes when adding and editing panels it will overlay on top of existing fields, but all you need to do is right click on the panel and hit "send to back" so the other fields lay on top of it. 

It should also be noted that I have lots of practice making custom changes to my template in Crystal. If you have never edited your template at all then I would suggest seeing some of the instructional PDFs located else where on the forum that can get you started on how editing the templates works.