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- Search for a patient (Creation of word processing documents can be done from any patient record)
- Click on the Patient Word Processing
- Click New
- You'll see a 'show palette' button. Clicking this button will open a list of reference options The reference palette is located to the right of the word processing documentand shows all the different patient and client fields you can add. As you are creating the document, a client or patient specific reference can be inserted into the body of the document by double-clicking an item from the palette. When the reference is inserted, the current patient information will be displayed. When the document is saved, a reference to that data field is saved, rather than the current patient information.
- When the document is complete, click Save.
- Enter a Name for the document in the Save As field
- Change the document class to Protected *This is the step that saves the document as a template and allows the document to be available in all patient records
- Click Save
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- Attach the logo in System Constants
- From the Section menu, choose System Constants
- Click on User Settings
- Locate the WP History Delimiters section and click Load WP Logo
- Add a the logo reference in the word processing document
- In the word processing document, click Show Palette
- Scroll From the palette on the right, scroll to the Patient Referral #1 Fields
- Click on the arrow to expand the list of options
- Choose WP Header Logo
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