How to create a Word template

[erica]

How to Create a Microsoft Word Template.pdf (623.96 KB)

Everything you wanted to know about creating a word template and more!

UPDATE: Here is also a cheat sheet for creating word documents ~ It includes how to create check boxes, the allergy/medication grids, a shortcut (yay!) for medical record fields and the current patient information fields
When you open the document you will need to click Yes on the SQL Prompt that comes up.

MS Word Template File.docx (24.4 KB)

If you only want a label to show up if there is information entered into a field - check out this document: Word merge labels.pdf (261.98 KB)

After you have your letter template finalized you can upload it to the database for everybody to access.
Go to Admin->MSWord->Add Document
(Do NOT open the file and edit it from here! You will want to open the original template file, and re-add it)
**If you have medical record fields in your template, you will only be able to send the information from Records
While in the Records section, press Alt+0 or go to EHR Settings->Button Commands->Send to office document
**To send basic patient info into your template
Patient->Files->Send Office Document
(Keep in mind if you have appointment info in your template, you will only be able to send the information into the template the same day as the appointment)
**To send ALL patients from the schedule into the template
Schedule->Send Office (you can ONLY do this the same day of the appointment)

[erica]

This word document has a check box you can copy/past into your template as well as the medication and allergy grids:
CheckBox_allergy_medication.docx (14.82 KB)

There are links to YouTube videos for creating Word documents/Checkboxes in this thread as well:
link
Thanks to mdeyedoc for those She's the Word master

[sumnerfamily]

Mar 12, 2015 22:16:58 GMT -6 erica said:

Everything you wanted to know about creating a word template and more!

At the very beginning of this document it says there is a "Generate Records Template File" button...where is this located? I have looked everywhere and can not find it. Wondering if maybe it's because I don't have access to that portion of Crystal.

[mdeyedoc]

Apr 6, 2015 11:14:34 GMT -6 sumnerfamily said:

At the very beginning of this document it says there is a "Generate Records Template File" button...where is this located? I have looked everywhere and can not find it. Wondering if maybe it's because I don't have access to that portion of Crystal.

It's under Admin/MS Word, about midway down.
Marcia

[sumnerfamily]

Apr 6, 2015 11:30:44 GMT -6 mdeyedoc said:

Apr 6, 2015 11:14:34 GMT -6 sumnerfamily said:

At the very beginning of this document it says there is a "Generate Records Template File" button...where is this located? I have looked everywhere and can not find it. Wondering if maybe it's because I don't have access to that portion of Crystal.

It's under Admin/MS Word, about midway down.
Marcia

Thank you!

[sumnerfamily]

Apr 6, 2015 11:30:44 GMT -6 mdeyedoc said:

Apr 6, 2015 11:14:34 GMT -6 sumnerfamily said:

At the very beginning of this document it says there is a "Generate Records Template File" button...where is this located? I have looked everywhere and can not find it. Wondering if maybe it's because I don't have access to that portion of Crystal.

It's under Admin/MS Word, about midway down.
Marcia

Question, when I push on the "Generate Records Template File" button I receive this message? We do have word on our computer so not understanding why I get this message. Any help would be great.

Attachments:

[Gina]

Apr 14, 2015 12:36:33 GMT -6 sumnerfamily said:

Apr 6, 2015 11:30:44 GMT -6 mdeyedoc said:

It's under Admin/MS Word, about midway down.
Marcia

Question, when I push on the "Generate Records Template File" button I receive this message? We do have word on our computer so not understanding why I get this message. Any help would be great.

What version of MS Word do you have installed on that computer? 

[sumnerfamily]

Apr 14, 2015 13:13:09 GMT -6 Gina said:

Apr 14, 2015 12:36:33 GMT -6 sumnerfamily said:

Question, when I push on the "Generate Records Template File" button I receive this message? We do have word on our computer so not understanding why I get this message. Any help would be great.

What version of MS Word do you have installed on that computer? 

MS Word 2000

[Kraig]

Unfortunately Crystal PM is only compatible with Office 2003 and newer. I apologize for the inconvenience.

[Gina]

The merge fields only work with MS Word 2003 and above. You would need to update Word on that computer to use the mergefields.

[sumnerfamily]

Ok that makes sense. Thank you for your help.

[Gina]

Apr 14, 2015 14:30:13 GMT -6 sumnerfamily said:

Ok that makes sense. Thank you for your help.

You're welcome!

[mdeyedoc]

Apr 14, 2015 13:50:16 GMT -6 Kraig said:

Unfortunately Crystal PM is only compatible with Office 2003 and newer. I apologize for the inconvenience.

You guys always mention 2003 and above but the message in Crystal says"MS Word 2002 and above". I think it went from 2000 to 2003 anyway but it would be nice if the warning was consistent and said "MS Word 2003 and above".
Marcia

[sumnerfamily]

Ok so I'm all set up with MS Word 2013, I have removed the old version on MS Word. Now when I go to the generate template file button it says "Word can not be initiated. Please verify it is installed on this computer." How do I fix that?

[erica]

Apr 20, 2015 11:22:18 GMT -6 sumnerfamily said:

Ok so I'm all set up with MS Word 2013, I have removed the old version on MS Word. Now when I go to the generate template file button it says "Word can not be initiated. Please verify it is installed on this computer." How do I fix that?

Can you email your contact information & description of the issue to [e-mail]
We will give you a call to take a look at it