Making a template

macropod · #4 01-27-2012, 03:28 PM

Hi Mitch,

For a simple letter like the one described, you could use a Word form document. See the attached document which uses some text formfields, dropdown fields, etc for soliciting inputs that are then propagated/processed elsewhere in the document.

However, your original post seems to suggest you want to be able to have a letter that might include multiple visits and treatments:

Quote:

I would like to be able to give my patients a yearly summary of their preventative care. It should read like a personal letter and list the dates of their last specific exams and the specialist that performed them and the date of the next future exams for each specialist.

In that case, the question arises as to how all the past data are to get into the letter. Is it all to be typed, or can it be retrieved from a database or spreadsheet? Either way, the document setup becomes much more complicated, especially if you want to both import some data and have other data input by the user.

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