Templates are predesigned notes or outlines that allow you to pull text, patient information, or MacPractice data into a Note. Unlike Categories and Parts, which are holding areas for information, Templates are the actual predesigned Note. Some example templates are available in the Shared Templates library. Many offices will create templates for documents such as new patient welcome letters, collection letters, referral letters, consent forms, pre-procedure instruction sheets, and more.
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Within the body of the new template, text can be entered and pull fields can be dragged from the pull field palette. Since templates are not associated with a specific patient, when a pull field is added it will be displayed as a placeholder. In the image belowto the right, you can see an example of a template that includes a number of pull fields for office and patient demographic information, as well as the provider's title, name, and suffix. This template is based on the New Patient Welcome letter that is available in the Shared the Shared Template library.
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You can use the Merge Fields button in the lower left hand corner of MacPractice to access the Pull Field palette, which contains several Pull Fields that you can drag and drop into a Template. Pull fields "pull" in information from the patient's account into the template to provide patient-specific information.
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For information on adding headers, changing the font, or other formatting questions, please click here. For information on adding an image to a note or template, click here.
Editing a Template
Once a template has been saved the Locked checkbox will be checked. This is to prevent inadvertent changes to the template. To edit a template, simply select it from the Template node and uncheck the Locked checkbox. Then you can modify the template content as necessary.
Creating a Custom Form Using Notes
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You can add a new template directly to a group by selecting the group node title in the sidebar and clicking the plus button. Enter the template content as you would if it were created under the Template node.
To move existing templates between groups, simply select the template and drag it to the appropriate group.