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Creating a new template
Press the +1 icon at the bottom to create a blank template.
Either select a blank document or an existing one to copy an exisiting template then click Copy Existing Template.
Enter a name under Template Name.
Select a category if required or click OK.
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Editing an existing template
The document details window displays all existing templates, highlight the template to edit then press e|d icon or double click to edit the template.
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Importing a template
If you have an existing template or wish to view some of the pre-installed templates (not all templates are added into Presentation Manager but are available in folders) you can import these.
Select +1.
Then Import New Template.
Windows file explorer will open, navigate to the template to import then press open.
The template is now imported and available for use in Presentation Manager.
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Renaming a template
To change the saved name of a template,
Hover your mouse cursor over the template.
Select the I button.
Enter the new name or change the category.
Select OK to update the template with your changes.
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Adding merge fields
Merge fields provide the ability to add information from the patient file and practice details.
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In template mode these will only display the name of the merge field ready to be replaced when creating a patient document/letter.
Adding QR codes
QR codes provide access to websites or sending emails by opening the camera on a smart device and clicking the website (URL).
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Select the QR code to be added to the template then double-click, drag and drop or click Add>> to add the QR code placeholder to the template.
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Adding chart information
Under the Presentation Manager tab on the left of Microsoft Word, the Charts tab provides the ability to add Odontograms, Treatment Items or a Smile Chart. To add any of these to a template you can,
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| Info |
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NOTE: The printable page area occupied by Treatment varies considerably. It could, for example, fit on a page for one patient but run over a page for another patient, so the document may need to be reviewed before emailing and printing. |
Odontogram
The Odontogram is a representative map of the teeth. Once you add it at the cursor position, you can resize or move it as with any other image in MS Word.
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Display Recent Treatment, the most recent charted treatment.
Full Current Chart, all charting for the patient.
Placeholder Image Only, this is a dummy image to be replaced when creating the final document.
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Treatment Items
The options available to you are,
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Display Recent Treatment, the most recent charted treatment.
There are three options available, Basic, Medium and Advanced depending on how much detail you require to be added to the document.
Placeholder Image Only, this is a dummy image to be replaced when creating the final document.
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Smile Chart
TheSmile Chart is a photo of the smile alongside a diagram of the upper and lower jaw, marked with the patient's treatment to be done.
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Display Recent Treatment, the most recent smile chart.
Placeholder Image Only, this is a dummy image to be replaced when creating the final document.
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Adding images and X-rays (including education slides, patient photos and more)
Once a template is open, Education Slides, Patient and Specialist photos, Practice logos, Xrays and 3D Chart images are all adding through the Images tab located under the Presentation Manager section on the left of Microsoft Word.
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Once an image has been added to a template or document, you can resize it by dragging a corner of the image towards the centre of the image.
Education Slides
A drop down menu is available at the bottom of the Images tab when Education Slides is selected. This allows the selection of different slides within Slide Show menus. Select an option to display the available slides.
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Patient and Specialist ID Photo, Practice Logo
Adding any of these three to a document will add a placeholder to be replaced with the actual image when creating the patient document.
Practice Logo will add the practice logo as saved in your practice information, read more here.
Patient Photo will add the patients photo as saved on the patients profile, read more here.
Specialist Photo will add the selected specialists photo as saved on the specialists profile, read more here.
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Examine Pro Images
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The XRay Placeholder will add an image to the template be replaced when creating a document.
3D Chart Images
The 3D Chart Placholder will add an image to the template be replaced when creating a document.
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Quick sections
Add sections to documents easily with quick sections, providing the ability to save sections to be added to templates or documents.
Creating a new Quick Section
Create the section with text, merge fields or images as required.
Highlight the desired section then press <<Copy.
Enter a name for the section.
Add to a category, if required.
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Adding a Quick Section
To add a quick section to a template or document,
Highlight the quick section.
Either double-click the section
or press Add>> to add the section where the flashing text cursor is placed.
Creating and changing categories
Categories can be used to keep similar templates together, use the Add new category button at the bottom of the document details window to add a new category.
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