Forms Training. Tested Formatted The Template Library

Forms Training

•Tested

•Formatted

The Template Library

• www.simplifyMD.com

• Client Login• Enter Username

• Enter Password

• Select Template Library

Locating the simplifyMD Template Library

• Simply press the play button

Watch the Overview Video in the template library

•Use the folders on the left side of your screen to select the type of form or template you need.

•Click the name of the document to view the form in the Preview Window.

•Click the name of the document in the File Information box to download.

•Make sure you save it to a place you will be able to find it later.

Using the template library

•Select the form

•Select the file information link

•Save document in “RTF”

•To desktop or a document folder

Saving and uploading a form from the template library

•Customize your document

•Save

Customizing a form from the template library

•Open a word document

•Select the Margins

•In the header right click select “Edit”

•Using your Merge Tag reference sheet

•Add a Barcode With File Name

•Patient – First Name, Last Name

•Patient - Birth Date (mm/dd/yyyy )

•Note: Barcode should be 20-24 font size the 3 of 9 Barcode

Adding a barcode to a form

Creating a form•Open a word document

•Select View Rules about templates

•Select the appropriate merge tags, copy and paste or type the merge tags

•Add the body of the letter

•Save as “RTF” and name the document

Printing Merge Tags

•Select view rules about templates

•Select printer or leave the window open and toggle back and forth

Adding Forms to The Digital Chart Room

Uploading a Form

•Select the “Tools” Tab

•From the Navigation Tree select:

•Office Documents

•Manage Template

•From the Tools detail window:

•Select the Upload a template to the system

Uploading a form

•Browse and select form

•Select tab, enter document name and select the type of document

•Press “Upload”

•Verify the document title is correct and placed under the appropriate document “tab”

Test the form for accuracy

•Select the document "Tab”

•Select “T” button

•Select “Open Read Only”

•Verify document is working correctly

•Print the document

• Scan document to Filing Center

• 2 backup USB hard drives (pictured bottom left).

• 1 is connected to server via a USB Cable (pictured bottom right) and a power outlet via a UPS unit

• Swap out the drives everyday

– same time

– store the one not connected to the server offsite or in a locked fireproof safe.

• Label each drive

– Backup 1 & Backup 2

– Backup A & Backup B

• Database server back up

– nightly at 1:00 A.M. local time.

• Swap out and plug in each day

Backing Up Your Data Digital

simplifyMD Customer Support

• Support is available Mon-Fri 8:00am – 8:00pm EDT via phone

• 678-578-6200

• 24/7 via email

• support@simplifymd.com

• Check online & simplifyMD University for regular updates

• www.simplifymd.com

• Use your login name & password to access simplifyMD University

Thank You!