Home Print Templates
- Explanation and Purpose of Home Print Templates
- Security Level Requirements and Access
- Adding and Maintaining Home Print Templates
This article is meant to assist you with the details in Adding and Maintaining Home Print Templates.
If you have a question not addressed here, you can search at the bottom of this article in Related Articles or contact support at email@example.com.
Explanation and Purpose of Home Print Templates
Print Templates are printable forms that auto-fill with information from a Home. These completed forms are not saved/stored in the system, but can be regenerated at any time with updated information from the home database. Examples of Print Templates are face sheets or case note summaries.
Security Level Requirements and Access
You must be an Agency Administrator to access the “Administration” menu on the left side of your Workspace. Go to “Organization Settings” and click on “Home Print Templates”.
Adding and Maintaining Print Templates
- Once in “Print Templates”, select an existing print template from the list or create a new one by clicking “Add Home Print Template”.
- Click on “Edit” if editing an existing Print Template.
- Within the General screen, complete the fields. Required fields are highlighted, while optional fields are not.
Image: “Add/Edit New Home Print Template: General Screen”
|Print Template Information||Description|
|Template Name||Name of the print template|
|Organization (If applicable)||Name of the organization using the print template|
|Menu Order||The number you assign will determine the order in which this template appears in the activity menu found within a specific program. (The top 12 templates appear if you hover over “Add Print Template”, however you can click on “More” to view all templates in alphabetic order.)|
|Available To||This refers to whom this print template is available|
|Inquiries||Check this box to limit the template to inquiries only|
|Households||Check this box to limit the template to households only|
|Non-Households||Check this box to limit the template to non-households only|
|Specify Provider Type(s)||Check this box to indicate who the print template will be available to|
Type: The Type of Template you select will determine the subsequent fields available for you to complete.
|Template Type Information||Description|
|Text – Use Field Codes||Enter in text into the narrative box using field codes. Once completed, the narrative box will display the field code information|
|Text and User Attached File||Allows users to add a text narrative as well as attach a file|
|File – Use Field Codes||Upload documents that use extendedReach field codes to populate the fields|
|File – No Field Codes||Upload documents without field codes|
|File – User Will Attach||User will attach a file (PDF or Word)|
|Photo – User Will Attach||User can attach a photo(s)|
|Attachment Icon||Click on the paperclip to attached a MS-Word document(s) if you selected a “Type” (from above) that includes attaching a document|
|Narrative||Add the narrative with Custom Field Codes, from the “Custom” Tab, if you wish. For more support regarding Custom Fields, see Related Articles. This narrative will appear when you access this Program Report in the eR system|
Don't forget to Save your work!
Your Print Template is now complete and printable. Your new Print Template is now accessible from your workspace within a case, and usable in your agency’s workflow.
Image: “Accessing Printable Template”
Image: “Printable Document with Home Details”