Difference between revisions of "Template Maintenance"

Revision as of 10:42, 2 March 2022

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, Category and Method of your Template, as well as all the Merge Fields you wish to include. You can use the Default Merge Codes buttons in the toolbar to automatically select common merge codes, rather then selecting them one by one. Once you have done this, you can click on the Template Editor button to design your Template.

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'.

Email - For creating an Email header and footer that will be sent out on all Emails generated in Optisoft.NET.

Spectacles - For use within the Spectacles Module.

Contact Lens - For use within the Contact Lenses Module.

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 Fields

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

Merge Fields 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
• Spectacles
• Staff

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

Standard Merge Fields

To help you select Merge Fields on your Templates, you can use the Standard Merge Fields buttons to load a common standard list of fields. These fields are:

• Patient
  • Title
  • Forename
  • Surname
  • Inititals
  • Salutation
  • Default Address 1, 2 and 3
  • Default Town
  • Default County
  • Default Postcode
• Recall
  • Start Date

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