Page Styles

Page Styles

Estimated reading time: 9 min

Page styles are designed to help manage the formatting & printing of documents & reports used within RxWorks.
Every letter, form, handout, cage card, report and even drug labels all use these instructions to control their print behaviour.
Multiple documents of a similar type can use the page style and the page style can either be universal across all computers in your practice or, for larger practices (or branch clinics) they can be personalised by computer or by physical location.

Access Page Style Configuration

To access the page style configuration, go to: Options & Setup > Report & Reminder > Page Styles

What does a page style do?

A single Page Style can be used by multiple reports and documents to determine:

  • What printer to use for printing.
  • What paper source to use from the selected printer.
  • Document margins.
  • Address indentation for clear face envelopes.
  • What letterhead graphic is used.
  • What footer graphic is used.
  • Styles available for consistent formatting.
  • If a user manually edits the margins and page setup inside a word document (Reports > Setup and Document Editing) they will be ignored and overridden by the page style that controls the document. Every document generated by RxWorks must comply with the overriding instruction from its page style.

    RxWorks Default Page Styles

    RxWorks ships with general purpose Page Styles which are usually sufficient for your initial needs, however you may need to modify the settings to suit non-RxWorks hardware.
    Examples of general purpose Page Styles are:

  • Default
  • Account Statements
  • Cash Drawer
  • Crystal (Internal and External)
  • Drug Label
  • Word Documents (Internal and External)
  • Avery reports
  • Additional page styles for special documents such as newsletters or envelopes may need to be added.

    Page Style Settings

    Page style settings let you configure the printer, tray or paper source, margins, header & footer graphics. Most page styles allow you to configure all these settings; however there are some system page styles that are slightly different.

    Managing Page Styles

    The list of page styles is shown on the left of the configuration screen.
    Click an entry to view its details.

    The page style list can be filtered by:

  • Page Style Name
  • Computer Name
  • IP Subnet
  • Click REFRESH to update the list.

    A maximum of 200 page styles are displayed in the list. To view more page styles, alter the filter settings.

    General Page Styles

    These are used for Word documents and Reports

    Drug & Task Label Styles

    Cash Drawer

    What Each Field Means

    Name:

    Descriptive name of a page style

    Printer:

    The printer a page style will direct its documents to. For a printer to be available in this drop-down list, it must be available over the clinic’s network.

    Paper Source:

    The paper source a page style is to use from the selected printer.

    Host Machine:

    The Print Server Name. Generally this will not need to be used.

    Header:

    The page header image to be printed on documents using a page style. Set up your Letterhead images under Reports > Setup and Document Editing > Letterhead and Footer Graphics.

    Footer:

    The page footer image to be printed on documents using a page style. Set up your Footer images under Reports > Setup and Document Editing > Letterhead and Footer Graphics.

    Style Template:

    Choose a Microsoft Work Style template for a page style to follow. (Reports > Setup and Document Editing – Further information is provided on setting up style templates under ‘Reports’ in this manual).

    Top, Bottom, Left and Right Margin:

    Set the margins a page style is to follow when printing a document.

    Extra Address:

    Set the indentation space for client name and address details to print. This is used for clear spaced envelopes.

    Drug Label Line:

    The number of characters that should print on the line before wrapping to the next line.

    Drug Label Inter-line:

    The height of each line in pixels. If the writing is printing too squashed increase this value.

    Drug Label Font:

    The size of the font in pixels. If the writing it printing too small, increase this value.

    Print Clinic Details on Crystal Reports:

    Check this box if you would like to print your clinic details on any crystal report using this page style. These are the clinic details set up under Options and Setup > Clinic > Clinic Address, Contact and Phone Details. It will print the clinic details of the clinic you are logged into.

    Editing Page Style Settings

    To Add a New Page Style
  • Click ‘Add Blank’.
  • Enter the necessary details on the right hand side, ensuring the name has not been used by any other page style.
  • Click Save.
  • To Edit a Page Style
  • Select the page style you wish to edit from the list.
  • Click EDIT.
  • Edit the details are required.
  • Click SAVE.
  • To Rename a Page Style
  • Select the page style you wish to rename from the list.
  • Click Edit.
  • Click Rename.
  • Enter the new name, ensuring the new name has not been used by another page style. Any personal versions of the page style will be updated as well as any reports or documents that use the page style.
  • Click OK.
  • To Delete a Page Style
  • Select the page style you wish to delete from the list.
  • Click Delete.
  • If you are deleting the default version of the page style all personal versions will also be deleted. If the page style is being used by reports or documents you will be asked to select an alternative page style for these to use instead.

    Personal Page Styles

    When a clinic needs finer control over which printers a document should print to, personal page styles can be setup. These can help for branch practices or where a practice has many terminals or printers.
    A personal page style will override the default version of a particular page style.

    Personal page styles are resolved by 2 fields:

  • Computer Name
  • IP Subnet
  • Computer Name
    This is the name of the computer you are using. Each computer has a unique name on your network. If you are using a Terminal Server, it is the name of the computer you are using to connect to your server.

    IP Subnet
    This is the network address of where you are currently connected from. Generally each computer in the same physical building will have the same IP Subnet but branch clinics will have a different one. For example all computers in your main site will have IP Subnet of 192.168.1 and all computers at your branch site will have 192.168.2.
    The IP Subnet is always the first 3 octets of the IP address.

    How to Add a Personal Page Style

    To add a personal page style, select the page style you wish to use as the base. This may be the default version of the page style or another personal version which has already been set up.

    1. Click CREATE PERSONAL PAGE STYLE.
    2. Select an option for Computer & IP Subnet
      • Copy from the selected page style will use the same value as your base page style
      • Use current session will use the values from the terminal you are currently logged into RxWorks from
      • Set to Empty will leave the value blank
      • Enter manually will allow you to enter the required details if you know them without trying to automatically generate them. This is useful if you are not currently at the terminal for which you are adding a personal page style
    3. Click CONTINUE
    4. All other settings, such as margin and printer are copied from the base page style you are copying.
    5. Edit these are required.
    6. Click SAVE.

    Resolving Which Personal Page Style to Use

    When printing a document, report or drug label or firing the cash drawer RxWorks will resolve the correct version of the page style to use based on your current situation.
    First RxWorks will look up the name of the page style to use for the document. It then runs through the following steps to check for a personal page style:

    1. Check for a personal page style with the same Computer Name AND IP Subnet as the current login. If one is found, use it and stop looking.
    2. Check for a personal page style with a blank IP Subnet and the same Computer Name as the current login. If one is found, use it and stop looking.
    3. Check for a personal page style with a blank Computer Name and the same IP Subnet as the current login. If one is found, use it and stop looking.
    4. If no personal versions of the page style have been found, use the default version (which has a blank Computer Name and a blank IP Subnet).

    Examples

    The user asks RxWorks to print a consent form which uses the page style called Word Document External

    ID Page Style Name Computer Name IP Subnet Printer
    1 Word Document External     Invoice
    2 Word Document External 2-80   Invoice 2
    3 Word Document External   192.168.2 Invoice 3
    4 Word Document External Laptop1 192.168.2 Invoice 3
    5 Word Document External Laptop1 192.168.3 Invoice 4

    Example 1 – Main Site Terminal

    A user is logged onto the server from a main site terminal with Computer Name 1-60 and IP Subnet 192.168.1
    Step 1 – No Match (there is no page style with a computer name of 1-60 and IP Subnet of 192.168.1)
    Step 2 – No Match (there is no page style with a computer name of 1-60 and a blank IP Subnet)
    Step 3 – No Match (there is no page style with a blank Computer Name and IP Subnet of 192.168.1)
    Step 4 – Match! ID 1 matches because it has a blank IP Subnet and a blank Computer Name

    Example 2 – Branch Clinic Terminal

    A user is logged onto the server from a branch clinic terminal with Computer Name 2-80 and IP Subnet 192.168.2
    Step 1 – No match (there is no page style with computer name of 2-80 and ip subnet of 192.168.2)
    Step 2 – Match! ID 2 matches because it has a blank IP Subnet and a computer name of 2-80.

    Example 3 – Laptop Which Moves Between Branches

    A user is logged onto the server from their laptop at the main site, the laptop is called ‘Laptop1’ and the IP Subnet is 192.168.1
    Step 1 – No match (there is no page style with Computer Name of Laptop1 and IP Subnet of 192.168.1)
    Step 2 – No match (there is no page style with Computer Name of Laptop1 and blank IP Subnet)
    Step 3 – No match (there is no page style with blank Computer Name and IP Subnet of 192.168.1)
    Step 4 – Match! ID 1 matches because it has a blank Computer Name and a blank IP Subnet

    The user then moves their laptop to the branch clinic.
    The laptop is still called ‘Laptop1’ but the IP Subnet is now 192.168.2
    Step 1 – Match! ID 4 matches because it has a Computer Name of Laptop1 and IP Subnet of 192.168.2

    Recommended Setup for Multi-Site Practices

    As a basic setup, all terminals at the main site can use the default version of each page style. For each branch practice, add a personal version of each page style for the branch clinic subnet, but leave the computer blank. This will act as the default for any terminal at the branch clinic.
    You only need to add personal versions with a computer name if a particular terminal should use a different printer. If you have a laptop that moves between branches, it will use the subnet of the branch it is currently plugged in at, so does not require specific personal page styles as a general rule.

    Cash Drawers

    Electronic cash drawers are installed as printers onto your system. To fire them, a small print job is sent to them and this triggers the drawer to open. The page style called “Cash Drawer” controls this.
    When adding a payment in RxWorks, the cash drawer will automatically trigger. Generally this should only occur if a payment is added on a reception terminal.

    To set this up:

  • Set the default version of the Cash Drawer page style to No printer to prevent it from opening the cash drawer.
  • Add a personal page style for the reception terminal which is set to print to your Cash Drawer.
  • Checking Document Page Styles

    To check what page style a document is using:

  • Go to Task Panel > Reports > Setup and Document Editing.
  • Select the document you wish to check the page style for and click on SETUP.
  • A popup window will appear showing you the page style this document references. Jot this down (along with the Printer Name and Paper Source) on a piece of paper to reference when editing the page style for that document.
  • Page Styles and Crystal Reports

    When generating account statements and summaries, Crystal Reports will reference a specific Account Page Style that determines how the document is displayed. This Account Page Style will then reference a Page Style under Options and Setup > Report and Reminder > Page Styles.

    When previewing a crystal report, the top bar of the report window will indicate what Account Page Style is being used to generate the document

    Account Page Styles are found under Reports > Accounts, Debtors and Tax Analysis > Printer Page Styles.

    Page Style Examples

    Example 1:

    Two laser printers are installed at one practice. One is located at the front desk. The other is found in the manager’s office.
    Letters & handouts use the page style: Word Documents External which prints to front desk.
    However, the terminal in the manager’s office should print to the printer in the same room.
    A personalised page style for the manager’s terminal will override the page style: Word Documents External

    Example 2:

    Your practice has a branch clinic and hence another laser printer on the network.
    You will need to instruct each terminal at the branch clinic to print at the correct location.
    Each terminal will need a personalised page style that overrides the default settings at the main clinic

  • Word Docs External = Invoice Printer, Lower Tray + Main Letterhead
  • Word Docs External = Invoice Branch, Lower Tray + Branch Letterhead
  • Word Docs External = Invoice Branch, Lower Tray + Branch Letterhead
  • Word Docs Internal = Invoice Branch, Lower Tray + Branch Letterhead
  • Word Docs Internal = Invoice Branch, Lower Tray + Branch Letterhead
  • Drug Label= Label Printer Branch
  • Drug Label= Label Printer Branch
  • Letterheads in Multiple Branch Clinics

    In Multiple branch clinics, you will find it easier to manage letterheads and footers by saving them in a subdirectory of the RxWorkstemplateslogos folder in Microsoft Windows.
    Create a folder that relates to each unique clinic ID. Save the letterheads for each branch clinic in their relevant folder. They should be named to correspond with the letterheads and footers for the main branch in the RxWorksTemplatesLogos folder.

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