The "Preview" function includes an editing capability.
To Preview a Presentation Manager template
Select a template in the Document Details screen.
Select Preview.
This causes EXDOC-PRO to open in Edit mode for a custom Patient document (with all merge fields populated with the current patient's information and the practice / provider information).
If the template contains any Recall merge fields, you will be prompted to select the recall types that you want to appear in the document:
If you select both Dentist and Hygienist Recall Types, the wording in the document will refer to both.
Once the document displays you can use all of the tools that are available for editing templates (merge fields, charts, images, Xrays, etc.) This immediately drops in all of the correct patient data, which you can move or resize. You can also add additional text.
