13.7. Miscellaneous Templates

*THE BIG WHAT
Templates are, at their core, simply Microsoft Word documents. You create copies of your forms in Word. Then, you create “merge fields,” which pull data from HQ into the form. It can easily pull data such as owner and animal information, but it can also pull more complex information such as requested services, the amount paid, test results, and drugs used in surgery. Any piece of information you collect can be turned into a merge field.

!Templates to download

When working with templates, you have two options:

1. Edit Industry Leading Templates to make them your own. Video: Watch a video on how to do this.

2. Start from scratch and create your own. To do that, create your document in Microsoft Word and copy and paste merge fields from this Merge Field document into your document. Note, if you open this file in any software other than Microsoft Word, the merge fields will instantly become disabled. ONLY OPEN IN WORD.

Once you get your template created in Word, follow the instructions below to upload forms to HQ.

Uploading forms

1. Once forms are completed, go to Settings > Templates: https://clinichq.com/app#/settings/report-templates

2. Click New Template in the upper right corner.

3. You will see many options on the left. Fill in a title for your document (this is client-facing, so be sure to make it something appropriate like “Surgical Consent Form”), tick the box to “Add e-signature capabilities,” and select the Appointment Type and click the *Select Your Template

4. File* Button in the middle of the page to upload the Word document template created earlier.

5. Use the tools in the lower left corner to make it so clients can provide information to you. You can insert checkboxes, text boxes, date, and finally, a signature. All templates which have the “e-signature” box ticked must have a signature associated with them.

6. Click Save Template in the upper left corner.

Editing a form/template

Known Bugs Regarding Templates

1. Having a blank page at the end of the document
2. Not having fixed tables in the document (Table properties> Row > Row height should be set at Exactly)
3. Having a header in the document
4. Having hyperlinks in the document. (blue underlined link – right-click on the website or email and “Remove Hyperlink”)
5. Images must be in JPEG format, or the document will not upload to HQ.