CREATE A TEMPLATE KEYA GOLD report template reference tool

Heather Sousa, CT (ASCP)CUG 2014 – Dallas, Texas

Class objectives• Create a Template Keys folder• Create Template Keys with full bookmark names and

other hard coded information from your laboratory final reports templates.

• Recognize the difference between the file formats of live templates and template key documents.

Importance of a Template Key• Change the look of the patient report

• Formatting changes (color, font size, etc)

• Client requests for new information• Adding comments based upon special status codes.

• New test information that needs to be updated on bookmarks.• Know which bookmarks need to be changed.

Template intro.• Gold uses Microsoft Word for editing final patient reports.• Every final report document is based upon a template.• A template determines the basic structure for a document

and contains formatting and content settings.

A Template is essentially a report Wizard

Template ExampleWhat do

these brackets

represent?

Designators and templates• Designator Maintenance

Each designator in

GOLD is linked to a Template

GOLD HELP• When a Patient report (Word document) is created, it

inherits three things from its “wizard” template:1. Styles – Font, Color

2. Content – Hard coded information, bookmark placement

3. Page settings – page numbers, margins

GOLD HELP• Thereafter, a template sits in the background (behind the

curtain) and provides four things to a document:1. Macros – Lab specified sequence that expands automatically

on report.

2. AutoTexts – Word AutoTexts :) = 3. Toolbars – Editing tool settings saved

4. keyboard shortcuts – F9 (save and exit)

Pay no attention to the man (template) behind the curtain

The template does it’s job behind the scenes.

Finding the Wizard…

Find the Word Template Gold Directory

Laboratory PreferencesPage 2

Open Template Folder…• Make sure you are out of the GOLD product• Navigate to your Template folder

• File path found on Pg. 2 Laboratory Preferences• ex. PSMGSQL2/Gold/Template

Create a new folder: “Template Keys”

.dot (live templates)

Create your Key• Double click on your .dot template to open as a Word

document (.doc)• Save as

• You will need to direct your new copy to the Template Key Folder you just made. Remember your file path.

• For example PSMGSQL2/Gold/Template/TemplateKeys

Save as-Rename as “TemplateKey…”

Live Templates are .dotTemplate Keys are .doc

Template Key (Word doc)Live Template (.dot)

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SAFETY• All live Templates (.dot) should be set as Read Only

• If this is set properly you will not be able to mess up your live Template

“Key” features

• You will see all hard coded items (Lab address, Logo, etc)

• Bookmarks are shown as brackets [ ]

Adding Bookmark Name• [ ] brackets show you where your clever bookmarks will

appear on the final report.• Which bookmark is which!! How confusing…not!• It’s easy

Adding Bookmark Name• Put your curser within the brackets of a bookmark

Adding Bookmark Name• Click on Insert/Bookmark

Adding Bookmark Name• You will see the bookmark box with the selected

bookmark that corresponds to the brackets in your report.• Copy the bookmark name (ctrl C)• Click Cancel

Adding Bookmark Name• Paste the name within the brackets (ctrl V)

Template Key ExampleWhen finished you have a Word document mapping all hard coded and bookmarked information.

GOLD HELP• Help/Contents (F1)

• Index/Template