Difference between revisions of "Template Maintenance"

Revision as of 09:00, 14 November 2017

Regardless of which type of Template you are creating, you will always have to come to the Template Maintenance screen first.

Here you need to select the Branches, Type and Method of your Template, as well as all the Merge Codes you wish to include.

Template Types

There are 5 Templates Types within Optisoft.NET. These are:

Standard - For use within the Patients Module

Recall - For use within the Recall Module

Notification - For use within the Appointment Module

Enclosure Insert - For use within the Recall Module but specifically for use with Enclosures. Templates of this Type can only be of Method 'Letter'.

Cash - For use within the Cash Module. Templates of this Type can only be of Method 'Receipt'.

Template Methods

There are 5 Template Methods within Optisoft.NET. These are:

Letter - The user will be taken to the built in Word Processor where they can design their template.

Email - The user will be taken to the dedicated Email editor where they can design their template.

SMS - The user will be taken to the dedicated SMS editor where they can design their template.

ToDo - The user will be taken to ToDo Template screen where they can design their template.

Label - The user will be taken to the built in Word Processor where they can design their template.

Merge Codes

Merge Codes allow Optisoft.NET to add information from your database directly into your Templates at the point of printing/sending them.

Merge Codes in Optisoft.NET are grouped together into Tables for ease of use. These tables are as follows:

• Appointment
• Branch
• CL Prescription
• Contact
• Group
• Patient
• Prescription
• Recall
• Staff

Per Template you can have as many Merge Codes as required, and there is no restriction on which Merge Codes can go in which Template as with older versions of Optisoft software.

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