INSERTABLE ITEMS

TO EDIT THE DOCUMENT/LETTER

Any fields that you see in brackets ( [PATFIRSTNAME] ), are merge fields that will pull data either directly from your patient/claim information or other, preset paragraph selections. If not needed, you may delete these entries.

To change the basic text of the document or letter is no different than using a word processor. Highlight the area(s) you want to change and hit the DELETE key on your keyboard. To replace these areas, simply start typing.

To add a merge field to the document/letter place your cursor where you wish to add this field and click on [Insert an Element].

You have four categories of “insertable elements” available. You may select either Prompts, Lists of Categories, Random Selections, or Individual Fields from the system. When you have made the category selection, the window will fill with all of the choices necessary.

You may either scroll through the list of items, or click once in the window then type the first few letters of the item for which you are searching. When you have found your selection, either double click on the item, or click once and click on [Insert the Selected Item] to add this entry to your document/letter.

When you have made the changes that you deem as necessary, either pull up another record using the Show List of Records Icon, or close the screen.