Applies to: DVMAX v7.0.12 - v8.7.3
Purpose: This document will give step-by-step instructions on how to create a new Word Processing template document within DVMAX. When configured, the templates (called Protected Documents in DVMAX) will pull in client and patient specific information. Word processing documents can be printed, emailed, or faxed. *Faxing is an additional service which must be purchased through your DVMAX Account Manager.
*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!
Inserting Current Date and Time
Inserting Clinic Logo
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.
Inserting Specific Patient History Entries into a Document
There may be instances when a user will want to insert additional patient history entries into a specific word processing document. (These steps are not for inserting references into a Protected Document. These steps are for inserting patient history into an existing document to print or save as a case document).
Inserting Specific Finding Items into a Protected Document
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.
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.
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.
DVMAX User Manual - Word Processing Section