Overview
Transitioning from Kendo to Sync Fusion: A User Guide Highlighting MediRecords' Changes.
â
Table of Contents
-
đ Accessing and Navigating the Letter Templates Grid
- Navigating to the Letter Templates section
-
đ Creating a New Template: Navigating the Template Builder
- Use the builder to design and save a new letter template.
-
đ Create a New PDF Template
- Upload or generate a new PDF format template for use.
đ Accessing and Navigating the Letter Templates Grid
1. Click on More from the Navigation Menu.
2. Click on Resources.
3. Click on Letter Templates.
4. By default, you will be directed to the Letter Templates Grid.
âšī¸ Notable Changes: In this section, take note of the addition of toggles for Status (Active/Inactive) and Favourites* (Yes/No) in the grid. Additionally, on the far-right column, you'll find two icons. The eye icon enables you to preview the letter template, while the pencil icon grants access to editing the template.*Please be aware that at present, the Favourites toggle does not initiate any actions; it is solely for display purposes on the user interface (UI).
5. Utilise the Search field to locate a specific template.
6. Select Filter to examine the layout adjustments
7. Please review and take note of the alterations to the selection when applying filters.
đ Creating a New Template: Navigating the Template Builder
8. Click Create New Template.
9. On the left side, you'll find the Template Builder.
âšī¸ Notable Changes: The Template Builder has been relocated to the left-hand side, replacing the pop-up interface used in Kendo. All mandatory fields in the Template Builder must be completed before commencing the template creation process.
10. Enter in a name for the Template.
11. Select the field for Category by clicking on it.
12. Make your selection from the available options as appropriate.
âšī¸ Notable Changes: A new Category for Admissions is now visible. It is crucial to categorise all letters intended for use within the Admissions Module, such as Discharge Summaries, under Admissions. Please note that any templates categorised differently will not be visible for use within the Admissions Module.
13. Select the field for Type by clicking on it.
14. Make your selection from the available options as appropriate.
15. Select the field for Share by clicking on it.
âšī¸ Notable Changes: Currently, the option to share with the Community is accessible for all users.
16. Make your selection from the available options as appropriate.
17. Enter a description for this letter template.
18. Select Save, located at the top right-hand corner.
19. After saving, you can proceed to create your letter template.
20. Navigate through the top toolbar by hovering your mouse over each icon to view tooltips explaining their functions.
âšī¸ Notable Changes: As of now, custom fields options have been discontinued, and snippets have been removed. However, users can now conveniently add signatures directly into the letter when using New Letter in a Patient Record. To explore this functionality, simply click on the Signature Icon. Additionally, new features include the ability to incorporate Headers, Footers, Page Numbers, Footnotes, and Endnotes.
21. Click on the Mail Merge Field icon located to the left-hand side.
âšī¸ Notable Changes: By default, the mail merge fields will be displayed in an expanded view. To simplify searching by category, you can select "Collapse all."When inserting a mail merge field, you need to select and highlight, enabling you to insert multiple fields at once. After making your selection, click "Insert" located at the bottom of this section.
22. Click on Insert to add your mail merge fields to your letter template.
23. Click on the page icon located on the right-hand side to minimise the bar. Clicking it again will expand it.
24. Select the eye icon on the left-hand side to preview your letter template.
25. Complete all mandatory fields.
26. Click on the field for Letter Sender.
27. Enter the Providers name and select it from the options when it populates below.
28. Click on Search Patient.
29. Enter the patient's name and select it from the options when it populates below.
30. Click on Select Contact Type.
31. Please make your selection as applicable.
32. Click on Search Recipient
33. Enter the recipient's name based on your selection for the Recipient Contact type.
34. Click on Apply to confirm this process.
35. Review your letter template in Preview mode.
âšī¸ Notable Changes: Now you can preview within the letter template, ensuring your mail merge fields are populating correctly before closing and saving. This saves time as you no longer need to navigate to a Patient Record to test it in New Letter.
36. Click on Close to exit and return to the Letter Templates Grid.
âšī¸ All changes are automatically saved as you make them when creating the letter template.
đ Create a New PDF Template
37. Click on New PDF Template.
38. On the left side, locate the Template Builder. Then, click on select Files to upload your prepared PDF from your computer.
39. Complete all mandatory fields.
40. Select Save, located at the top right-hand corner.
41. Click on Close to exit and return to the Letter Templates Grid.
We value your feedback! If you have suggestions for improving this guide, please contact our support team.
Comments
0 comments