You can create a client specific document that can be attached to an individual client record. These documents are then listed in the client's Documents tab, Patient window for easy access. The date, time, a reference note, and the name of the person who created the document will also be listed.
This feature allows you to track forms and documents for each client such as Release of Information forms.
(Note: This is different from a Mail Merge document that merges with data from a table (e.g. clients, providers, referral sources or insurance companies), and is used for more general types of letters, such as change of address or notice of scheduled vacation.)
The first step is to create a template, then merge the template with the client's information. The last step is to save and attach the file to the client.
Create a template:
| 1. | From the Write menu, select Create Document Template. This opens the QuicWord word processor. |
| 2. | To insert a field, first place your cursor at the position where you want to inset the field. From the Insert menu, select Merge Fields... |
| 3. | Select a field to merge. Click Insert. Move your cursor to another position and repeat to add other fields. |
| 4. | To Customize: Double click on the Field, check the box for changeable if you want the option to edit the info after the merge and choose the background color |
| 5. | When you have finished inserting fields and formatting, select Save As from the File menu to name and save the template. |
| 6. | Name and save the template (with a .tpl extension) in your QuicDoc, Documents folder. |
| 7. | Select File...Exit to close the template file. |
Merge a Template
Select a client form the list in the Patient window. From the Write menu, select Other Document... Select the template you want to use from the QuicDoc, Documents folder. Click Open.
Your template will be merged with the client data.
Save and Attach
| 1. | To save the file, select Save form the File menu, or click the Save button. |
| 2. | The Create History window opens. Click to check the Attach document to history, if you wish to do so. |
| 3. | Enter a descriptive note in the Regarding field. |
| 4. | Click to check the Read-Only check box if you want the document to be read only. |
| 5. | Click the Create button to attach the file to the client and list the document in the Documents tab. |
To Open a Document
First select the client. Click on the Documents tab, then double click on the Document you wish to open.