Editing a System Template | Best Practice

Editing a System Template

1. Click on Letter Icon
2. Click on Templates
3. Click on Customise Templates
4. Select the template to customise and click Open
5. On the left-hand side are additional fields you may add to the template, such as Family/Social/Smoking/Alcohol, Medical/Surgical History, Immunisations, Today’s visit, Observations
6. It is easier to add the headings, tables, layout, font style and size, first and then place the cursor where the field is to be inserted, and then Double Click.
7. [Recommend – Highlight the whole document and paste into a separate blank word document and save it as an RTF file with the date to track document changes].
8. Click File, then Save As when you have finished editing the system template – the name needs to remain the same.
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.