KB87 Print this KB      
How can I create templates on InfraWare 360?

Answer / Solution

How to Create Templates for the InfraWare 360 Platform

Overview

The InfraWare 360 Platform supports templates to accelerate the production of reports.  To create templates, download and install the InfraWare Template Editor from the software tab of the InfraWare Management Console (IMC).

Requirements 

  • InfraWare Management Console (IMC) user with the Administrator (KB520) or Manager (KB521) role assigned.

Solution

Using the Template Editor, you can insert text which doesn't need to be re-typed each time a document is produced.  In addition, the use of variables is supported to automatically populate data values.  The data can include patient demographics as well as job properties (i.e. job ID, MT initials, etc.) 

The InfraWare Welcome Kit contains a tutorial for creating templates.  A brief outline of the steps includes:

  • Install the Template Editor
  • Open the Template Editor and type or copy/paste needed text
  • Insert data variables from the Insert menu
  • Save the template with the IWT file extension
  • Using the IMC, upload the new template on the Document Config/Templates tab
  • Assign the template to a new or existing Document Type

Now, each time an MT receives a new job of the Document Type involved, the correct template will accompany the job and auto-populate with data.

Headers and footers are supported.  Activate them by selecting from the View menu.  Headers and footers for the first page are automatically unique from headers and footers on all subsequent pages.  Images have limited support in templates, and can be used to recreate letterheads.


Related KBs
How do I Create a Template?
How to Create Templates
How can I insert horizontal lines into a template?
Horizontal lines in templates
How do I add a signature for eSign-off?
How to add author signature for eSign-off documents
How do I start and use the InfraWare Template Editor (ITE)?
Quick Start Guide to the InfraWare Template Editor (ITE)
How do I Create a Template in the InfraWare Template Editor (ITE)?
How to Create a Template
How do I create a Document Type?
How to Create a Document Type
How do I set up a template for Chart Notes printed on "sticky" paper?
Template Setup for Sticky Notes
How do I edit/create templates for First Draft?
Edit/Create FD Templates
InfraWare Template Editor - Template Wizard Instructions
Using the ITE Template Wizard
How do I specify the format of Date/Time fields in my templates?
ITE Custom Date Fields Explained
What are the First Draft fields I can add to a template?
Speech recognition fields available for templates
How can I automatically generate First Draft Fields in a template?
Generating First Draft fields in templates
How do I allow Facility Administrators to use the ITE?
How to allow facility administrator to use ITE
How do I accomplish advanced setup in the InfraWare Template Editor?
Using advanced features in ITE
How do I define how and where an image appears in a template?
Setting the image attributes on an image in the ITE
How can I change the resolution for an image on one of my templates?
Changing the resoluton on an image in a template
How do I set up optional template text in the InfraWare Template Editor?
Setting up Optional Template Text (OTT)
What is the ITE Template Tuner?
ITE template tuner feature explained

Direct Link to This KB
https://www.infraware.com/KB/?f=87

Last Updated
Wednesday, September 28, 2016

Tags
ADT create template KB87
How would you rate this article?

Poor
1
2
3
4
5

Great
Submit

Back to Top