In Dentally you can use MS Word to create templates for complex documents, such as templates for referral purposes.
To add or edit any template, you need to have Level 4 (Administrator) permissions or you need to have "Can edit Templates" set as an opt-in permission in Settings > Users > Security.
Upload Word documents
You can upload MS Word documents that you receive from external sources into a patient's correspondence tab in order to keep them on record. Once uploaded, documents can be viewed, downloaded or printed.
You can use the data tags from Dentally in a Word document to complete data fields saving you time and ensuring that all the relevant information recorded in Dentally is automatically and correctly inserted into the document.
Create your Word Template
To create your Word template,
First create your document in Word.
Insert the relevant Dentally data tags in the correct places
You can see a complete list of available data tags from Settings > Templates > Select Word Docs > Show data tags
Save the document to your computer
Next Upload the document into Dentally
Go to Settings > Templates > Word > New template
Add a name for your Word template
Select the location (if appropriate)
Click on "Drop a Microsoft Word document her or click to select a file"
The chosen file will appear in the list of Word Templates
Save the Template
Use your Word Template
To use your Word template
Go to the patient's correspondence tab
Select New correspondence
New Word doc
Select the template
Click on Download
The Word document with all the patient's appropriate data completed is now downloaded
Open the Word document
Complete any additional relevant data and save the document
When would you use a Word Template?
Use a Word template when you need to create a document that require specific formatting, such as referral forms.
Create the Word Document, add in the Dentally data tags, save and upload to Dentally so that you can download from the patient's record with the appropriate data from Dentally pre-populating fields.
Additional Support Documents to help with Templates
Clinical Notes Templates