Create a document template

This article describes how to create a template that includes text, images, tables, and database fields.

Template fields are used to insert information from the database, for example, a patient's first name, DOB, or a reminder reason. When the letter is printed, the field is substituted with the value from the database for that patient.

After you have created a template, you can select the template when creating a document from the patient record or word processor.

Users require the Word processor templates user permission set to 'Add/Edit/Delete' to create and edit document templates.

What would you like to do?

Tips

Inserting a provider number

If you insert the provider number field, <DrProviderNo>, the value will be calculated as follows:

  • For an employee doctor of the practice, the value will be the provider number for the provider’s current logged-in location.
  • For providers who are external contacts, the value will be the Provider No. recorded in the contact details.
  • For non-providers, when a template is opened, Bp Premier will prompt to select a provider and location. The value will be the provider number for the selected location.

Inserting visit notes

If you have installed Indigo SP1 or later, and you insert visit history information (Clinical > Previous visits) in a document to print visit notes from the word processor, the visit date for each selected visit will be printed as Recorded On at the top of the inserted visit.

Using tables

Tables can assist with the layout of the document. Take care, however, when using certain template fields that are themselves tables. Examples of these fields are:

  • past medical history template
  • allergies
  • current and past medications
  • immunisations
  • observations
  • attendances dates.

Best Practice Software recommend that these fields are not put into tables, because table-type fields expand across the width of the page, giving no room for the table cell. If you must insert a table field into into a cell, make sure that the table is one cell wide with a full page width and that the margins are set to zero all around:

  1. Click into any table cell and select Table > Properties. The Table Properties screen is displayed
  2. Table Properties

  3. Set the Cell Margins at the bottom of the screen and click Ok.

Using tabs in table cells

The Tab key on the keyboard moves the cursor between cells in a table. If you want to insert a table between data in a cell, use Shift + Tab.

Deleting fields

To delete a template field, click on the field; the cursor will change to an up arrow and the field will be highlight in grey. Press Delete on your keyboard.

Font size

Use a size 10 font for form readability and template presentation.

Spreading data across end of page

When using a template, the order that the custom fields are displayed in on the template is the order they will appear on the data entry screen. It is good template practice to align fields down the page to make data entry flow better.

Template margins

Keep the left margin no smaller than 10mm, otherwise data may be cut off when printing.

Reinventing the wheel

Before starting to create your new template, search the Internet to see if someone else has already created a template of that type and made the template available. If there isn't one formatted for Bp Premier, you could use a Medical Director template (MD templates can be imported successfully). For instructions in how to import a template, see Import a document template.

Troubleshooting