Customizing the columns for insertable tables

You can add, edit, and delete columns for an insertable table. You can also change the order of the columns in an insertable table.

To add or edit a column for an insertable table

1.   In the EHR Narrative Edit window, under EHR Case Fields, right-click an insertable table merge variable, and then click Edit Option.

The Insertable Tables window appears.

2.   Select a table, and then click Columns.

The Columns for Insertable Table window appears.

3.   Do one of the following:

·        To add a new column, click Add. You can add columns only to an insertable table that supports columns.

·        To edit an existing column, select a column, and then click Edit.

The Edit Insertable Table Column dialog box appears.

4.   Set up the following column options:

·        Contents - Select the content for the column.

·        Justification - Select the alignment of the text in the column.

·        Width - Enter the width of the column in tenths of an inch.

·        Show - Select this check box to have this column and corresponding data appear in those narratives that use the insertable table that contains this column when they are power merged. With this check box cleared, this column will not appear.

·        Sum up values - Select this check box to provide a total for specific financial items. With this setting turned off, each item’s amount is listed individually.

5.   Set up the following heading options:

·        Text - Type text of the heading. The field has a limit of 50 characters.

·        Justification - Select the alignment of the text in the heading.

6.   Click OK.

To delete a column from an insertable table

1.   In the EHR Narrative Edit window, under EHR Case Fields, right-click an insertable table merge variable, and then click Edit Option.

The Insertable Tables window appears.

2.   Select a table, and then click Columns.

The Columns for Insertable Table window appears.

3.   Select a column, and then click Delete. You cannot delete the system default columns of insertable tables.

A confirmation message appears.

4.   Click OK.

To change the order of columns in an insertable table

1.   In the EHR Narrative Edit window, under EHR Case Fields, right-click an insertable table merge variable, and then click Edit Option.

The Insertable Tables window appears.

2.   Select a table, and then click Columns.

The Columns for Insertable Table window appears.

3.   Select a column, and then click the up, down, to top, and to bottom arrow buttons as needed. Repeat this for any other columns that you want to rearrange.

 

Need more help?

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