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[ Help Main ] > [ Main
Menu ] > [ Custom Settings ] > Customize Health Maintenance Item Types
SynaMed's application provides you with the capability of utilizing
system templates shared by the SynaMed community and your practice group
and templates you create for yourself. With proper access
rights, you can share the template you customized with others in your
office.
Draft Templates
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Functional Items |
Description |
| Create A New
Template |
Users can create new
templates by selecting this function. SynaMed will prompt users to
create a name for the new template. Once the template is named, it
will be listed in the selection box adjacent to the 'Create A New
Template' function. |
| Delete |
Deleting a template that was copied from the
System Repository will delete your own copy of the system
template.
If you delete a template that was created, the template will be
deleted permanently. To delete a template, the user must highlight
the desired template and 'Click' the "Delete" function.
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| Push To Live
Repository |
To make use of a
template, you must push the template to User Repository. |
| Rename |
You can rename your template without changing
the contents of your template. To rename a template, users must
highlight the desired template and select the "rename" function.
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| [ Update ] |
Once a template
name has been assigned, use the 'Update' function to make necessary changes to
the template. You can also edit existing templates that are in the
User Repository, but you'll first have to move the template back
to Draft Templates first. |
After the templates are customized to specification, the templates
need to be pushed to User Repository in order to use the
template. To make your template available to everyone in your
practice, push the template in User Repository to the System
Repository.
Live Templates
User Repository - Only the templates in
this repository will be visible for your use.
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Functional Items |
Description |
| Disable Template |
You can disable a template by clicking this button
by after you select a template in this section.
Disabling a template will move the template back to Draft
Templates. |
| Push To System |
By clicking this option
after selecting a template, you will be sharing your template with
everyone in your group. |
| View |
The selected template can be viewed. |
System Repository - Templates in this
section can be used by your entire organization.
|
Functional Items |
Description |
| Copy to drafts |
If there is a particular system template suitable
enough for your organization to use, but still needs further
customizing,
you can copy a system template into Draft Templates to
further edit the template. |
| Delete |
Deleting a template the
System Repository will delete your template that's been
created by your group.
System Templates created by SynaMed's panel of physicians will not
be affected. If you delete a template that was created, the template will be
deleted permanently. To delete a template, you must highlight
the desired template and 'Click' the "Delete" function.
|
| Rename |
You can rename
the group template without changing
the contents of your template. To rename a template, users must
highlight the desired template and select the "rename" function.
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| View |
The selected template can be
viewed. |
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