Edit a Template

Edit HTML templates and add custom fields.

Before you begin

Permissions:
  • Update Document Templates

About this task

When you edit a template, you can now modify any information on the template, including updating text, or adding or editing any fields.

In the following example, we will edit a template to automatically include the preferred contact method for patients in letters.

Procedure

To edit a template to include custom fields:
  1. For the template you want to edit, click Edit TemplateEdit.
    Example templates
  2. In the Data bar, select Custom Content.
  3. Click Add custom field.
  4. From the Custom Content list, select the type of content you want to add. For example, to add a preferred contact, select Check Box Group.
    Custom Content Fields
  5. In the Field name field, enter a unique identifier for the field, for example, Mode of Contact.
  6. In the Field label field, enter the name of the field, which will appear on a completed letter, for example, Can be Contacted By.
  7. In the Options section, for each option that you want to specify:
    1. in the Name field, enter an identifier for the option.
    2. In the Label field, enter a label that will appear in the letter.
    3. Click Add.
  8. In the Options section, select how you want information added to the letter:
    • Text - enter text that will appear in each letter depending on whether you select the option or not. For example, you might pose the question Can the patient can be contacted on weekends?. When writing a letter, if the user ticks this question (confirming), the text that might appear in the letter might be This patient may be contacted on weekends. Alternatively, the false case might read This patient can be contacted only on weekdays.
    • Cross - set to add a Cross check box or a blank check box in the letter.
    • Tick - set to add a Tick check box or a blank check box in the letter.
    • Select check box by default - set to add a check box which is selected by default.
      Example group check box settings in a template
      In our example, we have chosen the Check group option as in the example above.
  9. To display a preview of the added custom fields, click Preview.
    Custom Field Preview
  10. Click Save.

Results

The new custom field is listed in the Custom Content pane.

Add the new field to the template.
Example custom field in template

Custom fields are highlighted in Green.

Example

What to do next

When the Healthcare Professional generates a letter using this template during the patient consult, a form is presented for completing any user-defined fields found on the letter, as shown below. In the letter values are highlighted in different colours depending on whether they're from Helix data fields or user-defined fields.
Example letter

For more information about using templates in Letter Writer, see Letters.