Importing the DEFAULT Oral Health Survey print template

EXACT ships with a default A4 printable 'Oral Health Survey' template.

To import the default Oral Health Survey print template

1. Go to the Patients desktop and select any patient.
2. Select the Create a Patient Document button:

   

3. (Optional) In the Document details screen, create a Category called Oral Health Survey:

   

4. Select the +1 button to open the Create Template screen.
5. In the Create Template screen,

   

   1. Open the Misc category.
   2. Select the Oral Health Survey template.
   3. Select Import Templates button.
   4. In the Open File dialogue, browse in the Letter Templates > Misc folder for Oral Health Survey.pm and select it.
   5. Select the Open button.
6. This will immediately re-open the Document Details screen, and you'll see Oral Health Survey now listed as the last template on the page. Drag it to the Oral Health Survey folder (if you created one):

   

7. To customise this template, simply double-click it and it will open in Presentation Manager.

   From here you can edit it as for any MS Word document and Save it back into the Document Details screen.

   At this point you haven't yet told Oral Health Surveys to use this template, so you can optionally create multiple custom templates and store them in the Oral Health Survey folder.

8. To inform Oral Health Surveys to use a particular template,

   

   1. (Any Dentist) Open the Oral Health Surveys tab in the Chart tab.
   2. Select the Spanner button.
   3. In the Oral Health Surveys Configuration, select the Browse button alongside Template to use when printing a paper form.
9. This opens the Document Templates screen.

   Locate your template (don't double-click) and then select the OK button at the bottom of the screen.

   

   NOTE: If you double-click the template it will open in Presentation Manager for editing.

   Back in the Oral Health Surveys Configuration you will now see that the template is selected:

   

   Now when you create a printable Oral Health Survey, EXACT will automatically print this template.