Medical Director can import document templates with the extensions: RTF (Rich Text Format), .doc (Microsoft Word) as well as a few other formats.
To add a template into Medical Director:
1. Insert the rewritable disk that contains the template into your pc and wait for the contents to display.
2. Save the template document to your hard drive desk top, depending on your windows set-up. E.g. (a) left-click on the template and use Copy file from the drop down menu or (b) right-click on template and use Save Target As.
Important: Do not open the template at this point as this may corrupt the file and prevent the successful template import.
3. Or…if your template has been received as an email attachment, open email, sit cursor on attachment, right click and use Save – choose Desk top so you can find it easily.
4. Start Medical Director
5. Log in and go to main menu (do not enter a patient file)
6. Select Tools, Letter Writer
7. Select File, Import
8. Click on the location down arrow, find and click on the Desktop
9. Locate and click once on My Template filename, ensure that the file type is either RTF or .doc and click Open.
10. From the File menu select Save as template
11. A “template detail” box will appear. Type in the name you wish to identify the template with (hint: the templates list in alphabetical order) and tick the box “available to all users” if you wish to share the template. Click Save.
12. Click once on one of the fields <<xxxxx.yyyy>> and it they turn to a grey background then the fields have successfully transferred across. You will still need to check your template thoroughly using a test patient to ensure all fields populate correctly.
To test a new template in Medical Director:
1. Open a test patient file
2. Open Medical Director
3. Tools, Letter Writer
4. File, New select your template and Open
5. Scrutinise all fields to check that they have populated correctly.
6. If not, you will need to modify your template.
7. Close and Save your open template. Close patient file.
8. follow Modifying Templates procedure.
Exporting document templates from Medical Director
Medical Director can export document templates for use in MD2, MD3, Best Practice and usually Zedmed and Practix software.
To export a template from Medical Director:
1. Identify the template you wish to export using the menu options
2. Tools, Letter Writer
3. File, Modify Template
4. User Defined, double click on template eg. My Template
5. File, Export
6. Click on the location down arrow, find and click on the Desktop
7. Name your template so you can find it easily again eg. My Template
8. Click Save
9. Close Medical Director
