Checking if you are editing a template or a patient document

Depending on how you work, you can be in either template-editing or patient document-editing mode. Template-editing is the means to creating a custom patient document.

To determine if you are editing a template or a patient document

There are multiple factors to check:

1. Look at the top left of the window.

   If you see the Patient name, you are editing a patient document, not a template. For example:

   

   If you do not see a patient name, you are editing a template. For example:

   

2. Look at the data on the page.

   If you see merge fields such as <<patient.name>>, or placeholder graphics with the red "Placeholder" label, you are editing a template.

   If you see a patient name and graphics without the red "Placeholder" label, you are editing a patient document.

3. Click the Options button at top left and see if there is an Email Document option button - if YES, you are in a patient document not a template: