Overview
This course is an introduction for practice staff who are or will be responsible for creating and importing documents. The course introduces the basic building blocks of creating and importing document templates.
The course will be run virtually, using
Microsoft Teams
Duration: 1 hour plus Q & A
Agenda
- Creating a new folder
- Creating a new Document Template
- Adding Merge Fields to Document Template
- Using Test Merge
- Saving Document Templates and Adding SNOMED code
- Add an EMIS Web Header/Footer
- Editing Existing Document Templates
- Importing Document Templates
- Exporting Document Templates
