What is the context?
Templates are blueprints for documents within Meddbase. This means templates can be created to generate documents, emails and SMS all from a template. Meddbase allows users to create Microsoft Word Documents from pre-defined templates meaning information from the patient record can be pushed into Microsoft Word, for a user's preference of using the text editor in Microsoft Word.
Just like Meddbase Document Templates, MS Word Templates are formed of a combination of free text and template codes.
Please note: To use Microsoft Word Templates you must have the Meddbase Document Manager installed. This can be found under Documents and Links. Click Secure Document Manager and install the application.
What is the purpose of the article?
The purpose of this article is to guide users through the process of creating Microsoft Word templates in Meddbase. These templates enable users to pull patient information directly into a Microsoft Word document for efficient editing and formatting.
Creating a Microsoft Word Template
Follow the instructions below to create a Microsoft Word Template:
- Click Templates
- Click New and select Microsoft Word Document.
- When the new template window opens enter a name for your template
- Select a type for your Template - this is the folder it will be stored under in the templates tree.
- Click Create and Download - this will download a temporary Meddbase file that will open in MS word using the Document Manager.
- A blank document will open in Microsoft Word desktop application.
- Format your document with text and graphics where necessary within the MS word document. Enter template codes where you wish to reference patient details.
- Hit Save in Word and then close Word. When you close Microsoft Word, Meddbase will automatically save the template back to the server. You will see the box appear displaying a progress bar.
- In Meddbase, Click "I have finished editing" to free the document up.
Please note: You are unable to preview formatting of MS Word templates and documents in Meddbase. To view formatting, you will need to download the template or document and to view formatting in MS word.
Review date
This article was last updated on 14th January 2025.