To save time when presenting a plan to patients, it is recommended commonly used cases are setup as templates.
For example: If the practice commonly recommends Implants, an Implant Case Presentation should be created and then edited per case.
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Ensure the Case Presentation feature is activated
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Click the navigation menu > Patients > Letters page
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Select Case Presentation category
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Template toolbar > Create Template
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Specify Template Name: Enter the name, e.g. Implant Presentation
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Specify Template Description: Enter a description of the template, e.g. Dr Cameron's Implants
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Click OK
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The default letter template will appear onscreen, design the template as needed, using Input Fields to help automatically input data from the patients' file when opened against their Treatment Plan
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In the Implant_Presentation. txm screen:
- Mail Merge tab
- Add Field
- Scroll through the List of Fields to find input fields required
- Click ADD and CLOSE
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When finished creating the template:
- Go to File toolbar
- Click Save and Close
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