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*Tip - review the following document (Sending Targeted Marketing Letters or Reminder Cards) to use DVMAX Word Processing documents to help with the marketing needs of your practice!
Creating a New Patient Document
- Search for a patient (Creation of word processing documents can be done from any patient record)
- Click on the Patient Word Processing
- Click New
- Click on the Show Palette button at the bottom of the document. As you are creating the document, a 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. An alert will open asking if you want to save this newly created WP document to the Patients file. Click Yes.
- 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 reference in the word processing document
- In the word processing document, click Show Palette
- Scroll to the Patient Referral #1 Fields
- Click on the arrow to expand the list of options
- Choose WP Header Logo
Formatting a Word Processing Document
There are word processing toolbars, similar to those in Microsoft Word, available. If they are not displayed, from the view pull-down, choose Toolbars, and then pick which toolbars you'd like displayed.
Other Options for Inserting Patient Information
Inserting Specific Patient History Entries into a Document
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While there is already a reference to insert history entries onto a Word Processing document, there are occasions where one may want to insert their findings into different sections of a document instead of all together. The document, How to insert specific finding item values into a Word Processing document, covers how to spread the finding items of a specific MRE into several locations of a Word Processing document.
Saving as a Case Document
When a protected document has been opened for a patient, specific information is pulled into the document based on the references created. Often times, the history entry references include a date range that only pulls in information for a specific period of time. For this reason, the document should be saved as a case document in case a copy ever needs to be retrieved.
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In most instances, you do not want to edit a case document, and then save as a Protected document. There are no references saved in a case document. When you save a case document as a protected document, the information saved will be the same information there in all patient records.
Additional Resources:
DVMAX User Manual - Word Processing Section
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