Adding and editing file manager tables

You can add and edit the tables for merging patient information into letters.

To add or edit a table

1.   From the Reports menu, click Word Processor.

The Word Processor window appears.

2.   From the File menu, click File Manager.

The File Manager Table window appears.

3.   Click Tables.

The Insertable Tables window appears.

4.   Do one of the following:

·        To add a table, click Add.

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

The Edit Insertable Table dialog box appears.

5.    If you are adding a new table, select the Data Source (the source from which you can gather data for insertion): Patient Ledger, Patient Treatment Plan, or EOB Letters. If you are editing a table, you cannot change the selected source.

6.   Set up the following options:

·        Table Name - Type a name for the table. This field has a limit of 30 characters.

·        Description - Type a description for the table.

·       Table Attributes

·        Show Table in Grid Format - Select this check box to show the table in a grid format (a table with borders around the cells).

·        Table Count -  If 1 (the default) is selected, the table will appear on one line of the narrative and might not all fit on the page. To allow the table to break to a second line if it reaches the right margin of the narrative document and more columns need to be displayed, select 2.

·        Header

·        Show - Select this check box to allow the header to be shown at the top of the table.

·        Background Color and Foreground Color - Click these buttons to choose the background and foreground colors of the header.

·        Bold, Underline, and Italic - Select any of these check boxes to set the font attributes of the header text.

·        Table Items

·        Background Color and Foreground Color - Click these buttons to choose the background and foreground colors of the table items.

·        Bold, Underline, and Italic - Select any of these boxes to set the font attributes of the table items.

7.   Click OK.

 

Need more help?

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