H – Setup and Document Editing

H – Setup and Document Editing

Estimated reading time: 5 min

Overview

The ‘H: Setup & Document Editing’ section allows you to access all available Word Documents used with RxWorks. These are “reports”, “styles templates”, letterhead and footer graphics and so on.

This area is dedicated to editing, emailing, deleting and general document setup.

There are 6 areas, each dedicated to specific types of documentation. These are:

  • “Client Documentation”
  • “Patient Documentation”
  • “Handouts”
  • “Crystal Reports”
  • “Document Styles Templates”
  • “Letterhead & Footer Graphics “
  • Sub-Categories For Each Area

    Some of these sections are broken down into subcategories. For instance, Client Documents are broken down into ‘Letters’, ‘Forms’, and ‘Labels’.
    Selecting one of the radio buttons will then allow you to choose from the list of documents in relation to it.

    Functions For Each Area

    After selecting a document (or header/footer graphic) from one of the drop-down lists for each area, you can use the functions to the right of them to perform a certain task.

    Such as:

  • Print
  • Preview
  • Email
  • Edit
  • Copy
  • Setup
  • Delete
  • The “functions” section of this page can provide more detailed information.

    Related Articles

    “H: Setup and Document Editing – Style Templates”
    “Using Word Documents”

    Accessing the ‘H: Setup & Document Editing’ Window

    From The Toolbar Ribbon

    1. Select ‘Reports’ from the “toolbar”.
    2. Select ‘H Setup & Document Editing’.

    From The RxWorks Orb Button

    1. Click on the “RxWorks ORB Button”.
    2. Select ‘Reports’.
    3. Select ‘H Setup & Document Editing’.

    From The Task Panel

    1. Select ‘Reports’ in the ‘Task Panel’.
    2. Select ‘H Setup & Document Editing’.

    The ‘H: Document Setup and Editing’ Window

    Client Documents

    Use this category of ‘H: Setup and Document Editing’ to work with client letters, forms and labels.

    These documents concern communications strictly for the client.

    Client Letters, Forms Or Labels

    Use the radio buttons to select the type of client document you wish to select from the drop-down list.

    What Can I Do With These?

    The “functions” section of this page will provide you with more detailed information on each function to the right of this Work Area.

    Please see our online manual article “Working with Word Documents” to learn more on working with each of these documents.

    Patient Documents

    Use this category of ‘H: Setup and Document Editing’ to work with patient certificates, reminders, letters, forms, labels.

    These documents concern communications strictly for the patient.

    Patient Certificates, Reminders, Letters, Forms Or Labels

    Use the radio buttons to select the type of patient document you wish to select from the drop-down list.

    What Can I Do With These?

    The “functions” section of this page will provide you with more detailed information on each function to the right of this Work Area.

    Please see our online manual article “Working with Word Documents” to learn more on working with each of these documents.

    Handouts

    Use this category of ‘H: Setup and Document Editing’ to work with client and patient handouts.

    All handouts appear in the same drop-down list, but are grouped by species. The name of the handout will be followed by a bar &”>&” and the name of the species, e.g. &”Dental Horse Adult > Equine&”

    Handouts are purely informative. They generally stick to one particular topic and provide detailed information.

    What Can I Do With These?

    The “functions” section of this page will provide you with more detailed information on each function to the right of this Work Area.

    Please see our online manual article “Working with Word Documents” to learn more on working with each of these documents.

    Crystal Reports

    Use this category of ‘H: Setup and Document Editing’ to setup your Invoices, quotes, receipts and other such reports.

    As indicated, these documents include several types of invoices, quotes, and receipts, as well as consult summaries, reminder listings, and others.

    What Can I Do With These?

    The “functions” section of this page will provide you with more detailed information on each function to the right of this Work Area.

    Please see our online manual article “Working with Word Documents” to learn more on working with each of these documents.

    Document Styles Templates

    Use this category of ‘H: Setup and Document Editing’ to work with Style templates for you documents.

    These are document style templates which contain styles used by your Word Documents. This allows for consistent colours, fonts, formatting, etc. throughout all of your Word Documents.

    See the “Document Styles Templates” article for more information on using Style Templates with you Microsoft Word Documents.

    Letterhead & Footer Graphics

    Use this category of ‘H: Setup and Document Editing’ to work with the Header and Footer images used on your documents.

    These are image files that are inserted into the header and footer of Word Documents.

    Use your “Page Styles” for each document to dictate if a document will print with a header and/or footer.
    Customise your client communications with your practice’s branding.

    The “functions” section of this page will provide you with more detailed information on each function to the right of this Work Area.

    Please see our online manual article “Working with Word Documents” to learn more on working with each of these documents.

    Using the Document Functions

    Each of the areas under ‘H: Document Setup and Editing’ have selected features for you to use.

    These are:

  • Print
  • Preview
  • Email
  • Edit
  • Copy
  • Setup
  • Delete
  • Each area has it’s own specific functions, depending on the document

    Choose the document you wish to work with and then select a function to the right hand side of it. The functions are described in further detail below.

    The ‘Print’ Function

    Print the document you have chosen from the drop-down list. The document will print to the printer set by it’s page style. You can check this by clicking SETUP.

    The ‘Edit’ Function

    Open the document you have selected from the drop-down list in Microsoft Word (except in the case of a header or footer graphic, which is opened in Microsoft Paint). For documents with merge fields, EDIT opens the document in the non-merged status. Make your preferred changes to the document or graphic and save. When printed or previewed, the changes will be reflected. For more information on RxWorks Merge Fields, please reference the appropriate online manual article.

    The ‘Setup’ Function

    Use this function to set up your document preferences.

    Security Level

    Set the user security access level for this document by selecting the appropriate level from the drop-down list. For example, if you set the level to 3, only users with the security user access level of 3 or higher will be able to work with this document.
    The number indicated to the right of the drop-down, next to ‘Current Users’ indicates the user security level for the user currently logged in to RxWorks.

    Page Style Settings
    1. Set the “Page Style” for the document to use when printing.
    2. This is the printer that will be used for the document to print. This is set through your page style for the document.
    3. This is the paper source of the printer that will be used to print the document. This is set through your page style for the document.
    Margins

    These are the margins of your document. Dictated by the page styles you have set.

    For further information on page styles please see the online manual article “G: Report / Reminder Options”.

    The ‘Preview’ Function

    Opens your chosen document in Microsoft Word. For documents with merge fields, PREVIEW opens the document in the merged status. Merge fields will be populated with the information from the currently active Client, Patient, Visit, or Financial file.

    The ‘Copy’ Function

    This feature will copy the selected document.

    Copying Documents

    When you click COPY, the Save Word Document dialog will appear.

    Enter a name for the new document and click ‘OK’.

    Copying Style Templates and Graphics

    When you click COPY on a “document styles template” or letterhead or footer graphic, a field will appear to the right of the COPY button.

    Enter a name for the new document and click the new ‘COPY’ button to the right of the field.

    The ‘Delete’ Function

    This function deletes the selected document. When you click DELETE, the Delete Word Document dialog will appear.
    Type &”yes&” and click ‘Delete’. This field is not case sensitive, i.e. you do not have to hold Shift or press Caps Lock on your keyboard when typing &”yes&”.

    The ‘Email’ Function

    Emails the selected document to the email address of the “currently active client record”. The currently selected client is the one viewed most recently. The email will be sent automatically with any merge fields populated with information of the currently selected client; no dialog or confirmation will appear.

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