Presentation Manager 2: creating and editing a patient document

To edit a patient document or create a new one without using a template you can use the preview function to open the document editor.

When you preview a document you can add or remove any text, fields or content that is/isn't required.

Note: If you do not already have a template created, please read Presentation Manager 2: creating and editing templates to create this first.

Presentation Manager 2 is accessed by the letter icon from a patient profile.

Select a patient profile.
Click Create a Patient document icon
This will open the Document Details window.

In this window you have the option to create a new template, edit an existing one or create a letter for a patient.

From this screen you can then select the required template from the list, once highlighted there are several options available however for this article we will be looking at the Preview option.

Tip: Remember to select the Provider and Specialist to have their details entered into the relevant merge fields as well as the changing the Category and adding a Description to appear in the entry in the Patients Contacts tab.

Selecting Preview will allow you to view a document/letter before finalising (printing, posting or emailing). This will open Presentation Manager, providing you with a variety of options to customise your document.

Presentation Manager 2 has an updated menu, the controls appear to the left of the window.
Located at the top of the controls column are tabs for Merge Fields, Charts, Images and Quick Sections.

When adding any of these elements to a document, you can,

Drag and drop, click and hold on the desired merge field, drag into position and drop in place.
Double click, double click on the merge field to add where the text cursor is positioned.
Add, click to highlight the merge field then select Add>>to add where the text cursor is positioned.

Note: Drag and Drop functionality is not availale for Charts or Quick Sections.

Merge Fields

In Preview, Merge Field content will be displayed in the Presentation Manager menu before it is added to the document, as shown in the image below.

QR codes allow you to supply the letter recipient with a QR code, providing access to your website, patient portal forms or open a blank email. All the recipient needs to do is scan the QR code with their smart device and click the website link to complete the action.

Charts

Odontograms (charting), treatment items or smile charts to a document, select the Charts tab and choose from the three options.

Double-click the required option.
Select from the list or change the treatment type using the options at the top of the pop-out window/s.
Click OK to add to the document.

Images

This provides a variety of stock image for educating patients and is home to your practice logo (if set in EXACT) as well as patient Xrays and 3D charts.

Select from the four options.
All options will then be displayed.
Select the option required the double-click, drag and drop or click Add>> to add the selected image to the document.

Scroll down the list to view all Education Slides or use the Slide Show drop-down menu to view one section.

Quick Sections

This option allows you to create commonly created sections and add them with ease.

To add a quick section to a document

Select Quick Sections.
Double-click or highlight then press Add>> to add the section to your document.

To create a quick section,

Type the text you wish to save.
Highlight the required text.
Click <<Copy.
Add a name and add to a section if required then press OK.

Document Controls

At the footer of this column are the Document Controls.

These controls allow you to,

Print Final, sends a copy of the document to the chosen printer.
Print Draft, creates a work in progress copy of the document and sends a copy of the document to the chosen printer.
Email Document, opens the email creater with a PDF copy of the document attached.
Create PDF, saves a PDF copy of the document to the chosen location.
EasyPost, sends the document directly to the patient via post.
Save as Draft, creates a work in progress copy of the document in the patients contacts.
Discard Changes, reverts the document to the original copy, removing any changes since the last save.
Delete Document, erases the document, deleting it from the patients contacts.