03 A Step by Step Example of Creating a Document in Document Designer

A Step by Step Example of Creating a Document in Document Designer
For this example, we will be making a simple Prescription form. This short tutorial assumes that you have opened the Document Designer.

 

1. Select Create new from the Designs menu. The new Document Design dialog box will open.

 



 

Leave the Start With option set to Blank Report, and give your new document a name. For this tutorial, our new document will be called "Example Rx". When you have entered a name for your document -> Select Ok. A new blank document will be created in the Document Designer.

 

2. Next, since this is a prescription, we’ll place "prescription" at the top. Type in the text "Prescription: (Give to pharmacist.)". You might notice that this doesn’t really stand out. So let’s apply some formatting.

 

Select "Prescription:" by clicking and dragging to highlight the text. Then, select Font from the Edit menu. Let’s make the text bold, and make it a little bit larger. Click to select Bold under Font Style, and 12 under Font Size. Once you have made these selections, Click Ok. Your changes will be applied.

 

Click to place the mouse cursor at the end of the existing text, and then Press Enter Twice.

 

3. Next, we’ll want to include the prescribing physician’s name. Since this report will be available for use by anyone using SOAPware, let’s set the report up to ask for the prescribing physician’s name.

 

To do this, we’ll use a Data Item called Ask User. Select Data Items, Misc. Data Items, Ask User. The Data Item Ask User will be placed in your document.

 

Next, click on the Ask User Data Item. This will open the Ask User dialog box.

 



 

In the Question to Ask, enter the question that you want SOAPware to ask when printing the report. In this case, our question is "Who is the prescribing physician?"

 

Note that you can include a Default Answer. This can save time if the answer is usually the same, but allows for the answer to change if needed.

 

When you have entered the question and default answer (if applicable), Click Ok.

 

Press Enter twice.

 

4. Next, we’ll set up the report to include information about the patient. We’ll do this by using a few Data Items to accompany our free text.

 

First, let’s put in the patient’s name and social security number.

 

Type "For" followed by a colon.

 

Now, select Last Name from Data Items, General Demographics. Enter a comma and a space, and then select First Name from Data Items, General Demographics. Enter another space, and select Middle Initial from Data Items, General Demographics.

 

Press Enter to go to the next line.

 

Type "SSN" and the number sign, followed by a colon. Enter two spaces, and then select Social Security from Data Items, General Demographics.

 

Press Enter twice. Now we’ll add the patient’s address. Type "Address", followed by a colon, and then press Enter. Then, we’ll select the data item Address, from Data Items, General Demographics.

 

Here’s what our document looks like so far:

 



 

5. Next, we’ll have the report insert the Medications that are being prescribed.

 

Press Enter a few times to move the cursor down the page a bit. Type "Rx", followed by a colon. It might be good to make this section stand out, so let’s apply bold formatting to "Rx".

 

Then, Press Enter twice, and then select Data Items, SOAP Note and Medications.

 

Press Enter twice.

 

6. Now we’ll set up the prescribing physician’s signature block.

 

Type "Doctor," followed by a colon. Next, to create a line for the doctor to sign, enter a line of underscore characters. Your signature line should like this:

 

Doctor: ______________________

 

Press Enter to go to the next line. Use the space bar to move the cursor underneath the signature line. Here, we’ll have SOAPware ask again for the prescribing physician’s name. Select Data Items, Misc. Data Items, Ask User. Again, click on the Ask User data item, and enter the appropriate question and a default answer if applicable.

 

7. A good item to include now would be whether substitutions are allowed for this prescription. Although you could set up an Ask User data item, it might be simpler to just provide choices that the physician could circle when signing the prescription.

 

Type "Substitutions Permitted", press the space bar a few times, and type "Dispense as Written".

 

Press enter, and type "(circle one)".

 

Now, select the text you just entered, and Click the button to Center the text.

 

8. Lastly, enter any disclaimer text or instructions that are particular to your setting. An example might look like this:

 

Regarding Refills: After 12 months, a medical history update and exam are necessary for any refills. Antibiotics, Cortisones, and any addictive medications can not be refilled without a check in the clinic. Please call at least one day in advance of needing any medication refills. Bring in all your prescription bottles for us to check when you return for office visits.

 

Our final document looks like this:

 



 

If you would like to save this example document, select Save from the Designs menu.

 

Next, we’ll look at some Advanced Document Design options, starting with modifying an Existing Document Design in Document Designer.