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Clinical Data Templates

Clinical Data Templates. Presenter: Scott Everist Customer Support Operator, Team Bp. Using your Templates. Opening Word processor What happens if the Patient record is not open Template categories – Custom vs Supplied Include all States option

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Clinical Data Templates

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  1. Clinical Data Templates Presenter: Scott Everist Customer Support Operator, Team Bp

  2. Using your Templates • Opening Word processor • What happens if the Patient record is not open • Template categories – Custom vs Supplied • Include all States option • Deleting templates – make sure it isn’t a practice wide one before deleting • Template favourites Bp Sunshine Summit 2014

  3. Customise your Templates • Templates > Edit Templates • Inserting template fields • Deleting template fields • Changing System Templates • Saving changed ‘system’ templates - prompts for new name • Give it a different name to original • Advise staff of the correct one to use • Changing Custom Templates • Saving changed ‘custom’ templates overwrites the old template • Use File > Save As if you want a different name Bp Sunshine Summit 2014

  4. Editing a Template Bp Sunshine Summit 2014

  5. Using a Template Bp Sunshine Summit 2014

  6. Standard Template Fields • Text, fields, tables & images • Supplied template fields • <Letterhead> field Bp Sunshine Summit 2014

  7. Custom Template Fields Bp Sunshine Summit 2014

  8. Creating Letterheads • Practice vsUser • Logos – max 50kb Bp Sunshine Summit 2014

  9. Template Tips • Reinventing the wheel • Before starting do a Google search to see if someone else has already created one and made it available. • Many Medicare Locals have websites which have comprehensive lists of templates. If no Best Practice version use the Medical Director one. • Importing a Template • Refer to the document ‘BP_FAQ-Import a document template' for details on how to import a template into Best Practice. • Template Margins • Keep the left margin no less than 10mm to stop data being cut off on the left when printing. • Font size • Don't be scared to use a size 10 font - it is surprisingly readable on forms and gives you a much better look to the template. Bp Sunshine Summit 2014

  10. Template Tips • Using tables • Can assist with the layout of the document. • Take care however when using template fields that themselves become tables. Examples of these fields are: past medical history template; allergies, current and past medications; immunisations, observations, attendance dates, etc. • Recommend that these template fields are not put into tables or at least make the table one cell wide with a full page width and all margins set to zero using Table > Properties. • Using Tabs in table cells • The <Tab> key moves cursor between cells in a table. • To insert a tab between data in a cell, use <Shift> <Tab> instead. Bp Sunshine Summit 2014

  11. Template Tips • Spacing between each field. • Click on the template field to highlight it and then press the right arrow so that cursor moves to the space after the field. • Deleting fields • To delete a template field, click on the field - the cursor should change to an 'Up arrow' and the field will be highlight in grey. Press the 'Delete' button on your keyboard • Order of fields • Order of custom fields in the template is the order that they will appear on the data entry screen. • Try to keep things linear down the page to make the data entry flow better. • Spreading across end of page • Long questions spread a cell but when used cell size reduces to fit the text entered Bp Sunshine Summit 2014

  12. This session’s over. (But we’re still here for you) For assistance, please visit www.bpsoftware.com.au You can contact our Customer Support Team on: (07) 4155 8800 (07) 4153 2093 support@bpsoftware.com.au Bp Sunshine Summit 2014

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