Creating a Template with the New Template Editor

Brief Overview

The New Template Library is our latest release to improve the Letter Creation and Template Management experience within Clinic to Cloud.  This article explains how to Create a New Template using the Editor.  

Note:  For this article, the example template will be a 'Letter to Referrers'.  

 

The Short Version

  • Go to Settings > Template Library > toggle New Template Library > click Create.  
  • Go to Details tab > enter a Template Name (mandatory).
  • Use the Toolbar tab to design and format your template.  
  • Use the Details tab to assign a category, specific users and who the template is default for.  
  • Click Preview to see your document and watermark together.  
  • When finished, click Save at the bottom right.  

Note:  New templates that are created here will become available to use in Clinic to Cloud when Stage 3, New Letter Workflow, is released.  

See this article for an in depth review of each function in the New Template Editor: Components of the New Template Editor

 

Instructions

1.  Open a new template in the New Template Editor.  

a.  Go to Settings > Template Library.

Settings_-_Template_Library.png

 

b.  Select the New Template Library toggle.

Library_Toggle.png

 

c.  Click Create

Click_Create.png

1c._Create_New.png

 

2.  Give your template a name.  

a.  Go to the Details tab > type in a name eg. Letter to Referrer > click Save.

Note:  The Template Name is mandatory and required to Preview, Save or Print this template.  

2._Details_Tab._Template_name.png

 

3.  Return to the Toolbar tab to design and format your template.  

Note:  There are many options available to create your perfect template.  The following steps are just one example of how to set up a template (Letter to Referrer).  Get creative and experiment!

a.  Set up the layout of your template with the following: 

Page Margins, Paper Size and Layout

3a._Content_Tab._Page.png

 

b.  Create your Letterhead with the following: 

-  Use the Watermark to insert images behind your template. 

Content_Tab._Insert._Insert_Watermark.png

-  Insert Tables to align your text and images.  

Content_Tab._Insert._Table.png

-  Use the Tags to populate variable information eg. Provider's name.

3b._Content_Tab._Tag._Down_arrow.png

-  Format your Letterhead using the Text section eg. font size, colour and alignment. 

3._text.png

 

c.  Enter the main body of your Template. 

-  Type in any standard text eg. Thank you for referring this patient to me for review.  

-  Use Tags to load in variable information.  For this example you could use:

  • Date
  • Recipient
  • Patient Demographics
  • Clinical Information
  • Provider (for sign off)

3c._completed_template.png

 

d.  Preview your template to check for any issues with the Preview button. 

-  If you have entered a Watermark, the Preview will show both the watermark and your template so you can see if they align properly. 

-  If you need to sample your template on a printed letterhead, use the Print button in the bottom right.  

3._preview_template.png

 

3._preview_templates.png

 

- Click Go Back to return to your template.

3d._go_back.png

 

4.  Assign a Category, Users and Default status within the Details tab. 

a.  Category.

-  Giving your template a Category will make it easier to find in the Letters List.  

-  You can create your own categories if required.

-  This is a mandatory field.

4a._Details_Tab._Category.png

 

b.  Users (Assign to).

-  Receptionist/Doctor user type cannot see this field.  It will automatically default to themselves.

-  Only the Admin user type can control who can see this template.  

-  You can add individual users and groups (user types).  

-  The purpose of this is to reduce unnecessary clutter in a user's Letters List.  

4b._Details_Tab._Assign_To.png

 

c.  Default.

-  You can control who sees this template as default when opening the Letters List.

-  Click the Toggle to turn it on for this template. 

-  You can add individual users and groups (user types). 

-  Only the Admin can manage this setting. 

4c._Details_Tab._Default.png

 

5.  Publish your template to the Letters List.  

a.  Once you are satisfied with your template, click the Save button in the bottom right.  

5._Save.png

 

b.  Your new template is now in the New Template Library

Note:  This template will be available to use once the New Letter Workflow has been released in Stage 3.

5._library_visible.png

 

Further Reading

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