02 Using Data Items and Macros in Document Designer

Data Items and Macros allow you to automatically insert information from a patient chart into a report when that report is printed.

 

Data Items allow you to insert specific information from a chart, such as the patient’s name. Macros allow you to insert chart sections and CPT codes into a report.

 

To insert a Data Item, first Click to place your mouse cursor in the location you wish to insert the Data Item, and select the Data Item from the Data Items menu. The Data Item will be added to the document.

 

Don’t worry about what it looks like in the Document Designer. When you print your report, that Data Item will be replaced with the information from the patient chart that it represents.

 

Inserting a Macro works the same way. For example, if you wanted to insert the entire Demographics section of a patient chart, you could select Insert Chart Section from the Macros menu. This will open the Select Chart Section dialog box, shown below.

 



 

Select the chart section you wish to add to the report, in this case Demographics, and Click Select. A command will be added to your report that, when the report is printed, will enter the chosen chart section into your report.

 

For more information about the individual Data Items that are available, see About Data Items

 

For more information about the Macros that are available, see About Macros.

 

Now that we’ve covered the basics of building a report in the Document Designer, let's look at A Step by Step Example of Creating a Document in Document Designer.