Create A New Template Using a Blank Template

Create a new template from scratch, using a blank template.

Before you begin

Permissions:
  • Update Document Templates

Procedure

To create a new template using a blank template:
  1. Click Create New. The Create Template window is displayed.
    Create new Template
  2. In the Template Name field, enter a name for the template.
  3. From the Letter Classification list, select a classification for the new template.
  4. (optional) To create a Recall for the patient whenever a letter using this template is generated, set Set Recall.
    Example set recall in a letter template
    1. From the Recall interval list, select the recall period.
    2. From the Reason for recall list, select a recall reason.
  5. (optional) To automatically notify your users if this letter template has been used to create a letter more than once during the specified period, which may affect Medicare eligibility:
    Example Medicare validation in a letter template
    1. Set Medicare validation.
    2. From the Document interval list, select the required period.
  6. Click Save changes.
  7. In the template editor, create your template.
    Example template editor
    • The Template Editor has different formatting options. Use different fonts, styles and alignments, and insert images and tables using the options in the toolbar.
      Example template editor toolbar
      • Hover your mouse over each icon to see its function and shortcuts.
      • You can also insert images and tables into templates.
    • Use the Data bar located on the left side of the template editor to insert clinical, demographic, and other data fields into the template. Add data fields to a template to populate your letters with data from Helix. Drag and drop fields into the template, or double click on the field name to insert it. For example, to insert the practice phone number:
      1. In the template, place your cursor where you want the field to appear. Then,
      2. Select Centre Demographics, then double-click Phone or drag it the required location in the template.

      Data Fields
    • You can also add custom data fields to the template and edit or delete these fields:
      Custom Content Section
      1. In the Data bar, select Custom Content.
      2. Click Add custom field.
      3. From the Custom Content list, select the type of content you want to add. For example, to add a paragraph:
        1. Click Free text (paragraph).
          Custom Content Fields
        2. In the Field name field, enter a unique identifier for the field.
          Custom Content
        3. In the Field label field, enter the name of the field, which will appear on a completed letter.
        4. To preview the new field as it will appear in the template, click Preview.
          Custom Content Preview
        5. Click Save. The new field is listed in the Custom Content section.
          Custom Field Example
  8. After completing the template, click Save at the bottom of the window.

Results

In the saved template, the Helix data fields inserted into the template are highlighted in blue, and the custom fields are highlighted in green.
Completed Template Example

Example

What to do next