Configuring the Estimate signing areas

EXACT ships with appropriate Estimate signing templates, and it is unlikely that you will need to edit them. This guideline is only necessary should you need to edit or create your own.

To access and edit Estimate form layout

(Requires Administrator permissions)

Go to Configure > Printing Setup...
Locate Estimates in the Stationery and the Payor tabs. For example:
Get to the setup document as follows:
1. Select a form
2. Select the Edit button (or rightclick the form > edit)
3. Select the Browse button against the Layout field
4. Select a Layout
5. Select the Edit button
Edit the text file using information from further down this page.

Layout Configuration

To use Estimate signing, ensure that the Estimate that you want to sign has a signature field.

EXACT supports up to 3 types of Estimate (5 types in the UK, if NHS features are enabled).

Each has at least one default (delivered) Layout:

Type	Purpose	UK templates	AUS templates	NZ templates
Standard Estimate	Can show the treatment plan but no chart	SOEstd1.331	SOEstd1.331 SOEitmno.331	SOEstd1.331
Graphical Estimate	Can show the treatment plan and a pictogram view of the chart	SOEstd1.333 SOEstd2.333 SOEstd3.333	SOEstd1.333 SOEstd2.333 SOEstd3.333 SOEitmno.333 StdAus.333	SOEstd1.333 SOEstd2.333 SOEstd3.333
Pictorial Estimate	Can show the treatment plan and picture view of the mouth with treatment labelled	SOEstd1.358	SOEstd1.358	SOEstd1.358
Old Style NHS Estimate	(NHS Only) Prints onto a pre-printed FP17DC form	This Estimate does not function on Clinipad as the PRX signature area cannot be defined.	N/A	N/A
New Style NHS Estimate	(NHS Only) This contains all the information required to comply with being an NHS estimate . EXACT will automatically choose a default templates. See Estimate form templates	SOEStd1.424	N/A	N/A
NHS Ortho Estimate		SOEStd1.426	N/A	N/A

Depending on which types of Estimate you use, you may have to add the "SignatureArea" command to all of these Estimate layouts.

The SignatureArea command has the following syntax:

%SignatureArea:Left,Top,Width, Height,"label":%

The Left, Top, Width and Height values are calculated by measuring the distance from the top left of the page, and the width and height of the area that you want to be signable.
See the diagram below (the values are in 1/10ths of a millimeter):

SignatureAreaCommand

For example, if you wanted the top of the signature box to be 25cm down from the top of the page, the Top value would be entered as 2500.

Actual layout file:

SignatureAreaCommand2

Leaving the Top blank will put the top of the rectangle at the current vertical position on the layout, i.e.

SignatureArea:Left,,Width, Height,"label":%