Using the Form Designer - Creating a Standard Letter/Form
In order to create a new Standard Letter/Form you will need to do the following:
- Make sure the Document Type drop down specifies 'Patient Standard Letter' or 'Patient Standard Form'.
- Your screen should look something similar to this.
- Now click 'New' in the top left of the screen.
- You will taken to the 'Merge Codes' tab.
- Here you have the freedom to select whatever merge codes you would like to include in your new Standard Letter/Form. Simply select the correct table, and double click on all the codes necessary.
- To help you do this, the 'Load Standard Codes' button will add the basic codes for you.
- When finished your screen should look similar to this.
- Now click 'New' again.
- You will be presented with a 'Save As' dialogue screen.
- Give your new Standard Letter/Form a File Name and click Save.
- You will now be presented with a blank Microsoft Word document.
You can now use all the available design tools within Microsoft Word to create your New Standard Letter/Form.
As part of creating your new letter you will want information from Optisoft Enterprise to be merged into this document when you print it. To do this you will need to position your Merge Codes in the document as described below.
If you are creating a New Standard Form, Optisoft Enterprise will have already added each Merge Code into the document contained within a Text Box. This will then allow you to drag the Text Box to anywhere on the page. If you wish to add a duplicate merge code, the easiest way to do this is to copy and paste one that is already in the document, rather than following the instructions below.
Please note the instructions below are for use with Microsoft Word 2013; other versions may differ slightly. If you require help please ring the Optisoft Support Desk.
- If not already there, in the tool-bar in Microsoft Word click Mailings.
- In your document, position the cursor where you would like the new merge code to go.
- Click on Insert Merge Field.
- Click on the desired merge code. This should be added into your document to where ever your cursor was positioned.
- Take care to add in punctuation and grammar in between the merge codes, just as if you were writing a normal letter.
- Repeat as necessary.
- The end result should look something similar to the image below.
