You can modify as needed. To get a list of all of the patient variables go to Admin->MS Word->Generate Template File. You will need to copy the text from the second column into the template example: «First_Name» in order for that field information to pull through.
Medical information works a little bit differently as most everybody's template has unique field ID's. It's still possible though Go to Admin->MS Word->Generate Records Template File. This will send every field in your medical record into Word. You would need to be in edit template mode (EHR Settings->Edit Medical Record Templates) in order to see what field is assigned what field ID. Example: I want my ENT, Cardiovascualr etc information on the intake sheet. While in edit mode, the field ID is the number in parenthesis. ENT is FID (181)
I would need to go to the word document I generated from Admin->MS Word and find MC_181 in the list (Ctrl+F to go right to it!) and paste the «MC_181» in my template
I can't the medical information to work. I get an error when I use the MC codes that the field isn't valid. Any help would be greatly appreciated. Thanks.
2/17/17- I have tried this as well and get the error message, has there been a fix to this or should I call into support to see if I can get some help? I think it would save a ton of time to have the forms already completed for the patient so that all they need to do is review the information---we have so many patients that one year their grandparent has cancer and the next year they do not. I worked on the template all day yesterday and to no avail did it work
Have you checked to make sure that the fields you are requesting in Word are using the correct field ID's for your template? I assume things have changed a bit since November 2014.
Yes, I followed the directions, it just keeps popping up with the same error message. I have got the name/address/patient balance/dob etc to import on the form but the history just will not import. Do I need to put the numbers that are in parentheses as well as the MC code?
If you have medical record fields on your Word template, make sure that you are sending from the records and not the Patient section. While in the records, choose the date of service you want to send to. There is a little "Off" button by the doctor drop down menu (it's short for office)
Post by friscoeyeassociates on Feb 23, 2017 12:42:11 GMT -6
No you don't need to put the numbers that are in parenthesis. Where are you in Crystal when you try to print the word document??? As Erica mentioned above you will not be able to get med history from the patient's file page. You will have to use the schedule report or print directly from inside the medical records tab...