Clinic HQ Merge Fields
DOWNLOAD TO YOUR COMPUTER AND OPEN IN MICROSOFT WORD ONLY
Word document contains coded fields and descriptions.Once downloaded and opened in Word, copy and paste the field.
You may notice that if you click on a field it turns light gray. This is not highlighting, you must manually select and drag your mouse over the full section. Including the double arrows in front of and behind the text.
In the screenshot notice that while highlighting the text to copy, it turns a darker shade of gray.
Notice the field is already gray- highlighting will turn a darker gray.Once fully highlighted, right-click on the highlighted text and choose copy or use CTRL+C on your keyboard.
On the custom template, place your cursor in the location where the field should produce real data.
Right-click and choose Paste or click CTRL+V on your keyboard.
Understand Merge Field Do’s and Don’ts
This document must be opened in Microsoft Word, and then the merge fields copied and pasted into your document. The fields themselves have a little code built into them, which is what makes them work.
You cannot do the following:
-View this document in the chrome browser and copy and paste (the supporting code will not come with it)
-View this document in Google Documents and copy and paste (the supporting code will not come with it)
-Type the merge fields by hand (the supporting code will not come with it)
In order for merge fields to work in your document, you must copy and paste them from this document.
You can do the following:
- Highlight the field and change the font.
- Highlight the field and copy and paste it to other Word documents or different places in your document.
Merge Field Troubleshooting
Merge fields are not populating.
If the template is uploaded to Clinic HQ, but when printed the fields do not populate with real data – this means the merge field lost its coding. The only way to fix this is to revise the Word document.
Please follow the steps below to update your custom template:
1. Download the latest master list from the user manual. Make sure the download is saved in Microsoft Word format only.
2. Open your custom template on your computer using Microsoft Word.
3. Remove any fields that are not properly populating data from your custom template.
4. Copy and paste the fields from the latest master list into your custom template.
5. Save the updated custom template on your computer and upload it back to HQ.
