Introduction
This article will provide you with an overview of home print templates as well as instructions on adding one. Print Templates are printable forms that auto-fill with information from a home. These completed forms are not saved/stored in the system, but can be regenerated at any time with up-to-date information from the home database. Examples of print templates are face sheets or home case note summaries.
Prerequisites
An extendedReach User ID with one of the following user permissions:
- Full Administrator
- Restricted Administrator - Forms Administration
Demo
Overview
Print Template Information
Above screenshot shows the location of items 1-10 covered below.
- Template Name: Name of the print template.
- Menu Order: The number you assign will determine the order in which this template appears in the menu found within a the home print template list.
- Organization: Name of the organization using the print template.
- Available To: Refers to whom this print template is available.
- Inquiries: Check this box to limit the template to inquiries only.
- Households: Check this box to limit the template to households only.
- Other Residences: Check this box to limit the template to other residences only.
- Specify Provider Type(s): Check this box to indicate which provider types the print template will be available to within households, other residences or both.
- Household Types: Check the box to indicate which household provider types the print template will be available to.
- Other Residences Types: Check the box to indicate which other residences provider types the print template will be available to.
Related Document(s)
Above screenshot shows the location of items 1-5 covered below.
- Type: Can select File - Use Field Codes for a field coded Word document and File - Field Codes for a non field coded Word document.
- Paperclip Icon: Use the paperclip icon to attach the Word document print template.
- Trash Can Icon: Select the document you want to delete then click the trash can icon to allow for deletion when the print template is saved.
- Past Versions: Select to show the past saved and updated files from the last 45 days.
- Having trouble editing documents?: Select for instructions on downloading and installing the extendedReach Plugin.
Instructions
Follow the below instructions for adding a home print template by selecting the "Get Started" button below.