VIDEO: Enterprise Tips: Templates in Text Boxes

You can now populate any smart text box with a either a personal or generic template.

Smart text boxes can be identified by the buttons at the top of the box which allow for additional features.

To enter a template click the document with an arrow icon. This loads your templates list.

Select whether you wish to view “my templates” or “generic”

The choose your template of choice.

You can then choose whether you wish to overwrite the text that is currently in the box or by unselecting your template will load after any text in the box.

Then press select.

For example one such use may be as an optom specific dispensing advice you want to be able to fill in to hand over to a dispenser

You can left click the tag text to select a single option from the available choices or right click to select multiple. On right clicking, select your choices and then press “use answers”

Another use could be a pre set list of questions when booking a patient into the diary

Or even using the actions smart box to fill in a triage form which guides the user through the recommended advice by the optom, using tags within tags to prompt questions and then giving outcomes.

This can then be assigned to the optom who can then view it and complete it, actioning whatever they may want to.

These are just a few of the many examples templates and tag text can be used within smart text boxes in i-clarity.