Label Details window

The Label Details window displays in the process of Printing labels for contacts.

If your practice label templates are already set up,

1. Optionally specify a Provider and type a Description (required if this information populates merge fields in the Label template):

   Provider: The Provider merge field in the document (if any).

   Description:
   Description to identify this label template. When the label is printed, the text entered in this field will be written to the Contacts tab in the Patient File, in the Description column (as in the image below).

   Category:
   Associate a Category with the template. Default is Admin Document.
   Add, edit and delete categories by means of the Selector controls.

   These Categories are significant in the Patient File Contacts tab (as indicated below), where contacts can be displayed/sorted by the Category. Note also how the template Description field is shown under the Description column:

   

2. Select a Label Template, preview it at right, and then click Print.

If your practice Label Templates are not already set up:

You will need to first Import Label Templates or Create Label Templates, as described below.

To import Label Templates

(requires Presentation Manager / EXDOC-PRO)

1. Click the +1 button at bottom centre of the Label Details window.
2. In the Create Template window that displays, click the Import Templates button and then

   

   1. Browse to this folder: ExdocProTemplates > Label Templates.
   2. Select a Label Template or use Click > ShiftClick to select multiple Label Templates.
   3. Click the Open button.

   
   The Label Template/s display in the Label Details window.
   

3. If necessary, drag templates into an existing Category or create a new Category for them:

   

   

   TIP: These Categories are significant in the Patient File Contacts tab (as indicated below), where contacts can be displayed/sorted by the Category. Note also how the template Description field is shown under the Description column:

   

To create Label Templates

(requires Presentation Manager / EXDOC-PRO)

1. Click the +1 button at bottom centre of the Label Details window.

   
   

2. The Create Template window displays. In this window, do the following:

   

3. First select an existing template to use as a Base template.
4. EXACT will by default name it the same as the Base template, but with an incremented (number) after the name. You can later edit and rename it. can later rename it.
5. Click the Category dropdown and select a Category in which to save the new template that you will create.
6. Click the Create Template button.

   You will see the Presentation Manager Loading... message:

   
   

7. Please refer to the Presentation Manager module for further information:

   Presentation Manager Overview

   Using Presentation Manager (v11)

   The EXDOC-PRO screen

   Presentation Manager Registration

   Enabling Presentation Manager