Importing a Word Processor Template | Medical Director

Importing a Word Processor Template

1. Click on Tools
2. Click on Letter Writer
3. Click on File then New and select Blank Template
4. Click on File and then Import Template
5. Select template from your computer or a USB and click Open (if you have downloaded a RTF file and it has opened in Word please close down in the background or an error message will occur)
6. On the Right hand side are additional fields you may to add to the template such as:  Family/Social/Smoking/Alcohol, Medical/Surgical History, Immunisations, Today’s visit, Observations
7. It is easier to add the headings, tables and layout, font, size etc first and then place cursor where the field is to be inserted and then Double Click
8. Click File then Save As when you have finished editing the word processor template – you can make available to all users
9. Test document with a test patient – you may need to repeat this process a couple of times until you are happy with the document