Patient List printing labels
Printing labels for a list of patients in Patient Lists.
Printing labels
- Select the highlighted print icon to print the entire list of results.
- Single and Multiple label options.
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Single Label option
The single labeloption will launch the Label Details window. -
Multiple Label option
If the multiple label option is selected, you will be presented with the Contact Patients window with the contact preference defaulted to Letter:
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Single Label option
- Select Group by family if there are several members of the same family in the list, and you want to print one label for the family.
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Tick as complete when printed, if printing the labels completes the printing process, you have the option at this time to mark all entries in the list Complete as the labels print, as an alternative to marking them off manually at a later stage, perhaps when the patient responds.
With this unchecked the patient is not marked as Complete on the contact list until further manual action is taken. In other words, leave the checkbox unchecked if you want a reminder to take further action. - Click OK when configured.
This window will allow you to print labels based on a date using the Contacted by letter on option.
The date field will be defaulted to today’s date.
Once you have selected your list of patients and clicked OK, the Label Details window will launch, allowing you to complete the label printing process for the selected patients. The OK button on the Label Details window will instead read Print if multiple labels are selected.
Label details window
Please Note: This process requires Presentation Manager (EXDOC-PRO) enabled. |
The Label Details window displays in the process of Printing labels for contacts.
Configured label templates
If your patient label templates are already configured.
- 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:
- Select a Label Template, preview it at right, and then click Print.
Configuring label templates
If your patient label templates require configuration.
You will need to first Import Label Templates or Create Label Templates, as described below.
Importing label templates
Please Note: This process requires Presentation Manager (EXDOC-PRO) enabled. |
- Click the +1 button at bottom centre of the Label Details window.
- Browse to this folder: ExdocProTemplates - Label Templates.
- Select a Label Template or use Click + ShiftClick to select multiple Label Templates.
- Click the Open button.
- In the Create Template window that displays, click the Import New Template button then,
- 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. |
Creating label templates
- Click the +1 button at bottom centre of the Label Details window.
- Select Copy Existing Template button.
- Entere a name and choose a category for the template to sit under.
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Click the Create Template button.
- The template will now open for editing, edit the template as required then save when complete.
- Your new template will be available in the templates list.
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