Accessing EXDOC-PRO, creating a template

To access EXDOC-PRO to create a new template

1. Start from the Patient File (any patient, on any tab).
2. Click the Create Patient Document button:

   

   You will see the Document Details screen, with any templates that you currently have displayed on the screen.

3. Select the +1 button at the bottom of the screen:

   

   The Create Template screen displays, with default (locked) Standard Templates listed. You have to base any New template on a standard template, so it is essential to select a starting template.

   IMPORTANT: For EasyPost you must select an EasyPost template as these have the address labels set up for EasyPost.

   

4. In the Create Template window:

   

   TIP: Create an EasyPost folder for your EasyPost templates so that you can easily see which are available for EasyPost.

5. Click the Create Template button.

   This launches EXDOC-PRO with the existing template opened in MS Word (if you started off a blank template the entire page will be blank).

   

   You will also see the EXDOC-PRO icon in your taskbar:

   

See: The EXDOC-PRO screen