Description

Use the Layout Templates page to create custom templates for report headers, bodies, order choice information, and footers, as well as requisitions, collection lists, manifests, custom versions of the Order Patient Samples page, custom versions of the Demographics page, blank requisitions, and form letters. The page contains two tabs, one for creating templates and one for viewing existing templates. Note that you must have the View Layout Templates page right associated with your assigned role in order to use this page.

For most layouts, you may create custom templates based on the standard system templates or the custom templates that have already been defined in your system, or you may start with blank versions of the templates to create your own format. There is no system default template for blank requisitions or form letters; you must define them from scratch or base them off of an existing template.

Once you make a template active, or live, in the system, users may select the template they wish to use when they define the result report (on the System Defaults, Locations, or Result Delivery administration pages or the Result Delivery lab tasks page), order choice information (templates referenced within report, requisition, collection list, and manifest templates), requisition format (on the Hosts administration page), collection list (on the Collection List page), manifest (on the Create Manifest page), patient requisition (when creating a blank requisition for the patient from the Options link on the Demographics, Insurance, Order History, Collect Samples, and Order Patient Samples pages), form letters for order entry rules (on the Order Entry Rules administration page), the Order Patient Samples page (when defining the signed-in settings on the Locations administration page), the Demographics page, or the Data Browser report (on the Data Browsers administration page). When a template is live, you may make changes to the format, and only post the new version when you are ready to do so.

Note

You can hide user defined field labels on layout templates. To do so, select the Hide User-defined Field label option below the user-defined field you add. This setting prevents the system from displaying the field label on the report or page.


Access

AdminCenter > Customization > Layout Templates

  • You must have the necessary security permissions to access the AdminCenter menu button. To return to the main menu for the system, select the TaskCenter menu button.

AdminCenter > Reports > Data Browsers > Add or edit a data browser > select Edit next to the Data Browser Template field

  • If you access the Layout Template page this way, you may only edit browser templates.

 AdminCenter > Reports > Data Browsers > Add or edit a data browser > select Search next to the Data Browser Template field > select Add

  • If you access the Layout Template page this way, you may only add browser templates.

Accessing Layout Template Tabs

Create TemplatesUse the tab to add or copy templates.
View TemplatesUse the tab to view, add, or edit templates.


Technical Manual

Viewing Layout Template Lists 

When you open this page, the system displays two tabs: Create Templates and View Templates. Use the Create Templates tab to create new templates based on the system default templates. The Create Templates tab contains copies of each of the default, system-defined formats for the standard and alternate result report templates (headers, bodies, order choice information, and footers), page footer, standard requisition, standard collection list, standard manifest, standard Order Patient Samples page, standard Demographics page, and importable templates. You may use these templates themselves, or you may base new template layouts on these templates. 

Select the View Templates tab to access the existing templates that you may view and the custom template filter.


View Templates Tab

The View Templates tab contains a list of up to four custom templates. Each custom template is listed on the Custom Template List with the name, its type of template, the date it was created, the date it was updated, and a description. There are also several links, and if there is both a live and modified version of the template, there are links for both versions.

View

Select the View link associated with the template to preview what the custom layout template looks like with actual data (see below). This is not an option for some templates such as Order Patient Samples Page or Demographics Page templates; however, you may view a preview of the page based on your layout when you define the template.

After selecting View on a template, you are prompted to enter existing data to generate the preview. Most of the time it will be an order ID, patient name, or ordering location.

Edit

Select this link to edit the selected custom template. You may modify the template as you would when you create a new template.

Copy

Select this link to create a new custom template based on the selected template.

Make Live

Select this link to make the template live in the system so users may select the template when they define the page/report formats they wish to use. A template must have a live version to be used in the program. When a template is live, you may make changes to the format, but the system will not use the new version of the template until you select the Make Live link again.

Delete

This link is only available once you have edited a template that was already live in the system (see above). Select this link to delete the modified version of the template. The system prompts you to confirm the deletion, and it retains the live version of the template. You cannot delete a template that has not been made live. You may mark such a template as inactive, or modify the template to a format you wish to use.

Template Type Select an option from the drop-down list to search and narrow the list of displayed templates on the View Templates tab. 
Template NameEnter one or more characters in the field and select the Refresh button. 
RefreshSelect the button to update the list to display only those that match your search.
Show active onlySelect the checkbox to view active templates only. You set the active/inactive status in the Create New Template, Editing Template, or Create New from Existing Template sections of the Layout Templates page. 
PageIf the list on the View Templates tab is longer than one page, use the Page links, located below the list of custom templates, to navigate through the list. If there are more page links than can fit on the page at once, the system displays the Page field. Enter a number in this field and press the Enter key on the keyboard to immediately open the selected page.


Create Templates Tab

Use the Create Templates tab to add or copy templates.

Creating New Custom Templates

When you open the Layout Templates page, the system displays two tabs: Create Templates and View Templates. Use the Create Templates tab to create new templates based on the system default templates. Select the View Templates tab to access the existing templates that you may view, edit, and use as the basis for new templates.

There are three ways to create a new template, and each method is based on a different type of template:

  • Blank Template: In the Create A Layout Template section of the page, select an option from the Template Type field, and then select Add to create a new template based on a blank version of the selected template. Use this method if you wish to create a new version from scratch.
  • System Template: In the System Template List section of the page, select the Copy link that corresponds to the default system template you wish to base the new template on. Use this method if the selected system template is close to the format that you wish to use. To create a new template off of a template that has been imported into the system, select a template from the drop-down list, and then select the Copy link. This allows you to create a template as you would a custom template from the View Templates tab (see below).
  • Custom Template: Select the View Templates tab, and in the Custom Template List section of the page, select the Copy link that corresponds to the custom template you wish to base the new template on. Use this method if the selected custom template is close to the format that you wish to use. See "Viewing Layout Template Lists" above.

Based on the creation method you use, the system displays a copy of the selected template or a blank template in the Create New from Existing Template or Create New Template sections of the page.

For every type of template, complete the template-level information described below.

Note

Changes to this information do not trigger the system to treat the template as a modified version that you would have to make live again. The system automatically saves the changes you make to this information to the version of the template that is live in the system.

Template Type

Displays the type of template you are creating. You cannot modify this value.

Template NameEnter a name for the new template. This field is required.
Template Description

Enter a description of the template. For example, you may wish to explain how this template differs from other templates of the same type.

ActiveSelect this checkbox to enable users to select the layout template while defining report, order choice, requisition, collection list, manifest, Order Patient Samples Page, Demographics Page, blank requisition, or form letter settings. The system selects this checkbox by default for new templates. Clear this checkbox to restrict users from selecting the template. If the layout template is inactive, the system clears it from the Custom Template List when you select the Show active only checkbox. 
PreviewBeneath the template-level information, the system displays a preview of what the selected layout template will look like, using sample data. As you make changes to the template, the system updates the display.
Use Drag and Drop

When you customize layout templates, you create or edit groupings of data.

Select the checkbox to indicate that you wish to design your template by dragging the table and cell elements to the desired location.

T and C buttons

When you customize layout templates, you create or edit groupings of data. 

Build groupings using the T and C buttons to add tables and cells. 

Each template contains one or more sections and/or columns that you may customize, and some templates contain buttons to access additional format settings. See the various topics below for additional information.


Defining ABN Templates

On the Layout Templates page, select ABN from the Template Type drop-down list.

Template NameEnter the name of the template. This is a required field.
Template DescriptionEnter description text into the field to define details about the template.
ActiveSelect the checkbox to make the template active in the system so that it appears during searches.
Use Drag and DropSelect the checkbox to enable the drag-and-drop feature, where you can select on an item and drag it to the desired location. When this checkbox is selected, movable boxes will appear. Drag the boxes to their desired location.
Miscellaneous Settings

Select the button to configure the top, bottom, left, and right margins (in inches) for the template on the Miscellaneous Settings pop-up.

Save: Select to save after entering values in the fields.

Cancel: Select to close the pop-up without saving any changes.

Image Settings

Select to add or edit images for the template using the Layout Template Images pop-up. Select the Suppress the Sample Header and Columns Sections setting to hide the Sample Header and Columns sections on the report.

Show active only: Select the checkbox to display only active images in the system.

Edit: Select the Edit buttons to edit specific images.

Add New Image: Select to add new images to the pop-up.

Close: Select to close the pop-up when changes have been been made.

Suppress the Sample Header and Columns SectionsSelect the option to hide the Sample Header and Columns sections on the report.
Label Font

Select the drop-down list to select a font for the text that appears on the template. Select either Helvetica, Courier, or Times from the drop-down list.

Label Size Select the drop-down to specify the size of the labels that appear on the template. You may select a size ranging from 6pt to 18pt font. 
Content Font Select the drop-down to select a style of font for the content. Select either Helvetica, Courier, or Times from the drop-down. Select the Content Size drop-down to specify the size of the content text that appears on the template. You may select a size ranging from 6pt to 18pt font.
Apply to all cells/columnsSelect to apply the previous selections to the template.
T

Select T to open the Edit Table pop-up, where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options.

Enter values into the Outer Border and Inner Border fields to define the widths of the outer and inner borders in pixels. You can select the color pickers for Outer Border and Inner Border to define a color for the outer or inner border. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values.

Select the Background Shaded checkbox to apply a background shade to the table. Select the color picker to define a color for the background shading. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values. 

Select OK to apply the changes, or select Cancel to close the pop-up without saving any changes.

C

Select C to open the Cell Menu pop-up to edit the template's cells.

Select Add Row and Move Cell in order to move the respective rows and cells.

Select Delete Row to delete rows from the table.

Select Make Table to create a new table.

Select Edit to edit the cells on the Edit Cell pop-up.

  • Content: Select the drop-down list to select the type of content that will appear on the template. Options include Associated Providers Button, Available Profiles Button, Blank Cell, Client Address, Client Fax Number, Client ID, Client Name, Client Phone Number, Client Tier, Courier Notes, Horizontal Line, Practice Name, Route Hours, Sales Person, or Supply History Button
  • Size, Alignment, and Padding: Use the options in this section to edit Relative Cell Width, Minimum Height, Cell Padding, Cell Horizontal Alignment (Left, Right, Center, Center on Label (center aligned), or Center on Label (left aligned)), Cell Vertical Alignment (Top, Middle, or Bottom), and Label Width.
  • Select Save to save the changes on the pop-up, or select Cancel to close the pop-up without saving any changes.
SaveSelect to return to the Layout Template list page with the new template added to the Custom Template List.
CancelSelect to clear the changes and return to the Layout Template list page.


Defining Batch Orders Templates

On the Layout Templates page, select Batch Orders from the Template Type drop-down list.

Template NameEnter the name of the template. This is a required field.
Template DescriptionEnter description text into the field to define details about the template.
ActiveSelect the checkbox to make the template active in the system so that it appears during searches.
Use Drag and DropSelect the checkbox to enable the drag-and-drop feature, where you can select on an item and drag it to the desired location. When this checkbox is selected, movable boxes will appear. Drag the boxes to their desired location.
Label Font

Select the drop-down list to select a font for the text that appears on the template. Select either Helvetica, Courier, or Times from the drop-down.

Label Size Select the drop-down to specify the size of the labels that appear on the template. You may select a size ranging from 6pt to 18pt font. 
Content Font Select the drop-down to select a style of font for the content. Select either Helvetica, Courier, or Times from the drop-down. Select the Content Size drop-down to specify the size of the content text that appears on the template. You may select a size ranging from 6pt to 18pt font.
Apply to all cells/columns Select to apply the previous selections to the template.
T

Select T to open the Edit Table pop-up, where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options.

Enter values into the Outer Border and Inner Border fields to define the widths of the outer and inner borders in pixels. You can select the color pickers for Outer Border and Inner Border to define a color for the outer or inner border. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values.

Select the Background Shaded checkbox to apply a background shade to the table. Select the color picker to define a color for the background shading. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values. 

Select OK to apply the changes, or select Cancel to close the pop-up without saving any changes.

C

Select C to open the Cell Menu pop-up to edit the template's cells.

Select Add Row and Move Cell in order to move the respective rows and cells.

Select Delete Row to delete rows from the table.

Select Make Table to create a new table.

Select Edit to edit the cells on the Edit Cell pop-up.

  • Content: Select the drop-down list to select the type of content that will appear on the template. Options include Associated Providers Button, Available Profiles Button, Blank Cell, Client Address, Client Fax Number, Client ID, Client Name, Client Phone Number, Client Tier, Courier Notes, Horizontal Line, Patient Ethnicity, Patient Race, Patient Sex, Practice Name, Route Hours, Sales Person, or Supply History Button
  • Size, Alignment, and Padding: Use the options in this section to edit Relative Cell Width, Minimum Height, Cell Padding, Cell Horizontal Alignment (Left, Right, Center, Center on Label (center aligned), or Center on Label (left aligned)), Cell Vertical Alignment (Top, Middle, or Bottom), and Label Width.
  • Select Save to save the changes on the pop-up, or select Cancel to close the pop-up without saving any changes.
Batch Order ColumnsSelect an item from the drop-down list to select and add columns to the template. Select either Abbreviation, Alternate Sample Collection, Billing, Blank, Cancel, Collection Information, Do Not Collect, External Billing, Host Code, ICD Codes, Internal Billing, Lab, Name, Phlebotomist, Priority, Profile, Sample ID, or User Defined Text from the pop-up, followed by selecting Add.
SaveSelect to return to the Layout Template list page with the new template added to the Custom Template List.
CancelSelect to clear the changes and return to the Layout Template list page.


Defining Batch Orders - Grid Layout Templates

On the Layout Templates page, select Batch Orders - Grid Layout Templates from the Template Type drop-down list.

Template NameEnter the name of the template. This is a required field.
Template DescriptionEnter description text into the field to define details about the template.
ActiveSelect the checkbox to make the template active in the system so that it appears during searches.
Page PreviewUse this section to preview the ordering location, ordering provider, patient, patient practice, patient last name, patient first name, patient SSN, patient DOB, order choice, name, ICD codes, priority, lab, billing, and account.
Use Drag and DropSelect the checkbox to enable the drag-and-drop feature, where you can select on an item and drag it to the desired location. When this checkbox is selected, movable boxes will appear. Drag the boxes to their desired location.
Label Font

Select the drop-down list to select a font for the text that appears on the template. Select either Helvetica, Courier, or Times from the drop-down.

Label Size Select the drop-down to specify the size of the labels that appear on the template. You may select a size ranging from 6pt to 18pt font. 
Content Font Select the drop-down to select a style of font for the content. Select either Helvetica, Courier, or Times from the drop-down. Select the Content Size drop-down to specify the size of the content text that appears on the template. You may select a size ranging from 6pt to 18pt font.
Apply to all cells/columns Select to apply the previous selections to the template.
T

Select T to open the Edit Table pop-up, where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options.

Enter values into the Outer Border and Inner Border fields to define the widths of the outer and inner borders in pixels. You can select the color pickers for Outer Border and Inner Border to define a color for the outer or inner border. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values.

Select the Background Shaded checkbox to apply a background shade to the table. Select the color picker to define a color for the background shading. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values. 

Select OK to apply the changes, or select Cancel to close the pop-up without saving any changes.

C

Select C to open the Cell Menu pop-up to edit the template's cells.

Select Add Row and Move Cell in order to move the respective rows and cells.

Select Delete Row to delete rows from the table.

Select Make Table to create a new table.

Select Edit to edit the cells on the Edit Cell pop-up.

  • Content: Select the drop-down list to select the type of content that will appear on the template. Options include Associated Providers Button, Available Profiles Button, Blank Cell, Client Address, Client Fax Number, Client ID, Client Name, Client Phone Number, Client Tier, Courier Notes, Horizontal Line, Practice Name, Route Hours, Sales Person, or Supply History Button
  • Size, Alignment, and Padding: Use the options in this section to edit Relative Cell Width, Minimum Height, Cell Padding, Cell Horizontal Alignment (Left, Right, Center, Center on Label (center aligned), or Center on Label (left aligned)), Cell Vertical Alignment (Top, Middle, or Bottom), and Label Width.
  • Select Save to save the changes on the pop-up, or select Cancel to close the pop-up without saving any changes.
Order ColumnsSelect an item from the drop-down list to select and add columns to the template. Select either Add Payor, Diagnosis Code Select, Order Choice Columns, Order Choice Select, Ordering Location, Ordering Provider, Patient, Patient Columns, Patient Insurance, Payor, or Selected Diagnosis Codes from the list, followed by selecting Add.
Patient ColumnsSelect an item from the drop-down to select and add columns to the template. Select either Patient DOB, Patient Ethnicity, Patient First Name, Patient Last Name, Patient Practice, Patient Race, or Patient SSN from the list, followed by selecting Add.
Order Choice ColumnsSelect an item from the drop-down to select and add columns to the template. Select either Abbreviation, Alternate Sample Collection, Billing, Blank, Cancel, Collection Information, Do Not Collect, External Billing, Host Code, ICD Codes, Internal Billing, Lab, Name, Phlebotomist, Priority, Profile, Sample ID, or User Defined Text from the list, followed by selecting Add.
SaveSelect to return to the Layout Template list page with the new template added to the Custom Template List.
CancelSelect to clear the changes and return to the Layout Template list page.


Defining Billing Summary Templates

On the Layout Templates page, select Billing Summary from the Template Type drop-down list.

Template NameEnter the name of the template. This is a required field.
Template DescriptionEnter description text into the field to define details about the template.
ActiveSelect the checkbox to make the template active in the system so that it appears during searches.
Use Drag and DropSelect the checkbox to enable the drag-and-drop feature, where you can select an item and drag it to the desired location. When this checkbox is selected, movable boxes will appear. Drag the boxes to their desired location.
Miscellaneous Settings

Select the button to configure the top, bottom, left, and right margins (in inches) for the template on the Miscellaneous Settings pop-up.

Save: Select to save after entering values in the fields.

Cancel: Select to close the pop-up without saving any changes.

Image Settings

Select to add or edit images for the template using the Layout Template Images pop-up. 

Show active only: Select the checkbox to display only active images in the system.

Edit: Select the Edit buttons to edit specific images.

Add New Image: Select to add new images to the pop-up.

Close: Select to close the pop-up when changes have been been made.

Label Font

Select the drop-down list to select a font for the text that appears on the template. Select either Helvetica, Courier, or Times from the drop-down.

Label Size Select the drop-down to specify the size of the labels that appear on the template. You may select a size ranging from 6pt to 18pt font. 
Content Font Select the drop-down to select a style of font for the content. Select either Helvetica, Courier, or Times from the drop-down. 
Content Size Select the drop-down to specify the size of the content text that appears on the template. You may select a size ranging from 6pt to 18pt font.
Apply to all cells/columns Select to apply the previous selections to the template.
T

Select T to open the Edit Table pop-up, where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options.

Enter values into the Outer Border and Inner Border fields to define the widths of the outer and inner borders in pixels. You can select the color pickers for Outer Border and Inner Border to define a color for the outer or inner border. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values.

Select the Background Shaded checkbox to apply a background shade to the table. Select the color picker to define a color for the background shading. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values. 

Select OK to apply the changes, or select Cancel to close the pop-up without saving any changes.

C

Select C to open the Cell Menu pop-up to edit the template's cells.

Select Add Row and Move Cell in order to move the respective rows and cells.

Select Delete Row to delete rows from the table.

Select Make Table to create a new table.

Select Edit to edit the cells on the Edit Cell pop-up.

  • Content: Select the drop-down list to select the type of content that will appear on the template. Options include Associated Providers Button, Available Profiles Button, Blank Cell, Client Address, Client Fax Number, Client ID, Client Name, Client Phone Number, Client Tier, Courier Notes, Horizontal Line, Practice Name, Route Hours, Sales Person, or Supply History Button
  • Size, Alignment, and Padding: Use the options in this section to edit Relative Cell Width, Minimum Height, Cell Padding, Cell Horizontal Alignment (Left, Right, Center, Center on Label (center aligned), or Center on Label (left aligned)), Cell Vertical Alignment (Top, Middle, or Bottom), and Label Width.
  • Select Save to save the changes on the pop-up, or select Cancel to close the pop-up without saving any changes.
ColumnsSelect an item from the drop-down list to select and add columns to the template. Select either ABN Status, Billing, Blank, CPT Code, Completion Time, External Billing, ICD Codes, Internal Billing, Name, User Defined Field, or User Defined Text from the list, followed by selecting Add.
SaveSelect to return to the Layout Template list page with the new template added to the Custom Template List.
CancelSelect to clear the changes and return to the Layout Template list page.


Defining Blank Requisition Templates

On the Layout Templates page, select Blank Requisition from the Template Type drop-down list.

Template NameEnter the name of the template. This is a required field.
Template DescriptionEnter description text into the field to define details about the template.
ActiveSelect the checkbox to make the template active in the system so that it appears during searches.
Use Drag and DropSelect the checkbox to enable the drag-and-drop feature, where you can select an item and drag it to the desired location. When this checkbox is selected, movable boxes will appear. Drag the boxes to their desired location.
Miscellaneous Settings

Select to open the Miscellaneous Settings pop-up, where you may define the margins, the date/time format (AM/PM or Military), and page footer format for blank requisitions. You may also set layout options (number of columns and display options) that affect the practice's ordering providers' settings and/or the location's ordering providers' settings. In addition, you may set layout options that control the layout of the information the system displays when you include a report order choice list in the body table of the blank requisition:

  • Number of Columns: Determines the number of columns in the Report Order Choice List table.
  • Fill: Determines if the order choices in the Report Order Choice List table should be filled in by row (left to right, top to bottom), or by column (top to bottom, left to right).
  • Outer border Width: Determines the width of the border around the Report Order Choice List table. A value of 0 clears the border.
  • Inner border Width: Determines the width of the border around each order choice in the Report Order Choice List table. A value of 0 clears the border.
  • Order Choice Display Format: Determines what text appears for an order choice, either Abbreviation or Name.
  • Order Choice Sort: Determines the sort order of the order choices, either Default (listed in their sort order on the Report Order Choice List configuration page) or Alphabetical (listed in alphabetical order). This option overrides the initial sorting of the lists.
  • Select Options: Determines the character(s) that appear next to each order choice that allow you to indicate on the printed requisition that the order choice is selected. The options are None, Box, Parenthesis, Brackets, Underline, and Circle.
  • Select Option Placement: Determines which side of the order choice the select option gets placed (right/left).
  • Number of Columns: Determines the number of columns the system uses when horizontally displaying the ordering providers. The default is 5, but you may increase or decrease the number of columns.
  • Select Options: Determines the character(s) that appear next to each ordering provider's name that allow you to indicate on the printed requisition that the provider is selected. The options are None, Box, Parenthesis, Brackets, Underline, and Circle. The default is Box.
  • Save: Select to record the new settings.
  • Cancel: Select to close the pop-up without saving any changes.


Note

You may enter any number between 0 and 2 for the margin. If you wish to enter a number less than one, you must enter a zero before the decimal point (e.g., 0.5).

Image Settings

Select to add or edit images for the template using the Layout Template Images pop-up. 

Show active only: Select the checkbox to display only active images in the system.

Edit: Select the Edit buttons to edit specific images.

Add New Image: Select to add new images to the pop-up.

Close: Select to close the pop-up when changes have been been made.

You may then add images to the layout template by selecting Image as the content type when defining groupings (a cell and all of the tables, rows, and cells within that cell).

HeaderUse this section to define the layout of the header. The header will repeat on every page. This section is blank by default; customize it by creating or editing groupings of data and organizing them in a table format. 
BodyUse this section to define the layout of the body. The body is the content of the report. This section is blank by default; customize it by creating or editing groupings of data and organizing them in a table format. One option for the body contents is  Report Order Choice List . Select this option to include in the blank requisition the order choices assigned to the selected report order choice list, which is defined in the  Report Order Choice Lists  administration page. See the  Order Choice Lists  topic.
FooterUse this section to define the layout of the footer. The footer is at the bottom of the last page. This section is blank by default; customize it by creating or editing groupings of data and organizing them in a table format. 
T

Select T to open the Edit Table pop-up, where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options.

Enter values into the Outer Border and Inner Border fields to define the widths of the outer and inner borders in pixels. You can select the color pickers for Outer Border and Inner Border to define a color for the outer or inner border. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values.

Select the Background Shaded checkbox to apply a background shade to the table. Select the color picker to define a color for the background shading. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values. 

Select OK to apply the changes, or select Cancel to close the pop-up without saving any changes.

C

Select C to open the Cell Menu pop-up to edit the template's cells.

Select Add Row and Move Cell in order to move the respective rows and cells.

Select Delete Row to delete rows from the table.

Select Make Table to create a new table.

Select Edit to edit the cells on the Edit Cell pop-up.

  • Content: Select the drop-down list to select the type of content that will appear on the template. 
  • Size, Alignment, and Padding: Use the options in this section to edit Relative Cell Width, Minimum Height, Cell Padding, Cell Horizontal Alignment (Left, Right, Center, Center on Label (center aligned), or Center on Label (left aligned)), Cell Vertical Alignment (Top, Middle, or Bottom), and Label Width.
  • Select Save to save the changes on the pop-up, or select Cancel to close the pop-up without saving any changes.
SaveSelect to return to the Layout Template list page with the new template added to the Custom Template List.
CancelSelect to clear the changes and return to the Layout Template list page.


Defining Client Services Client Information Templates

On the Layout Templates page, select Client Services Client Information from the Template Type drop-down list.

Template NameEnter the name of the template. This is a required field.
Template DescriptionEnter description text into the field to define details about the template.
ActiveSelect the checkbox to make the template active in the system so that it appears during searches.
Use Drag and DropSelect the checkbox to enable the drag-and-drop feature, where you can select on an item and drag it to the desired location. When this checkbox is selected, movable boxes will appear. Drag the boxes to their desired location.
Label Font

Select the drop-down list to select a font for the text that appears on the template. Select either Helvetica, Courier, or Times from the drop-down.

Label Size Select the drop-down to specify the size of the labels that appear on the template. You may select a size ranging from 6pt to 18pt font. 
Content Font Select the drop-down to select a style of font for the content. Select either Helvetica, Courier, or Times from the drop-down. 
Content Size Select the drop-down to specify the size of the content text that appears on the template. You may select a size ranging from 6pt to 18pt font.
Apply to all cells/columns Select to apply the previous selections to the template.
T

Select T to open the Edit Table pop-up, where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options.

Enter values into the Outer Border and Inner Border fields to define the widths of the outer and inner borders in pixels. You can select the color pickers for Outer Border and Inner Border to define a color for the outer or inner border. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values.

Select the Background Shaded checkbox to apply a background shade to the table. Select the color picker to define a color for the background shading. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values. 

Select OK to apply the changes, or select Cancel to close the pop-up without saving any changes.

C

Select C to open the Cell Menu pop-up to edit the template's cells.

Select Add Row and Move Cell in order to move the respective rows and cells.

Select Delete Row to delete rows from the table.

Select Make Table to create a new table.

Select Edit to edit the cells on the Edit Cell pop-up.

  • Content: Select the drop-down list to select the type of content that will appear on the template. Options include Associated Providers Button, Available Profiles Button, Blank Cell, Clinical Study Select, Client Address, Client Fax Number, Client ID, Client Name, Client Phone Number, Client Phone Extension, Client Tier, Courier Notes, Horizontal Line, Practice Name, Route Hours, Sales Person, or Supply History Button
  • Size, Alignment, and Padding: Use the options in this section to edit Relative Cell Width, Minimum Height, Cell Padding, Cell Horizontal Alignment (Left, Right, Center, Center on Label (center aligned), or Center on Label (left aligned)), Cell Vertical Alignment (Top, Middle, or Bottom), and Label Width.
  • Select Save to save the changes on the pop-up, or select Cancel to close the pop-up without saving any changes.
SaveSelect to return to the Layout Template list page with the new template added to the Custom Template List.
CancelSelect to clear the changes and return to the Layout Template list page.


Defining Client Services Edit Item Pop-up Templates

On the Layout Templates page, select Client Services Edit Item Pop-up from the Template Type drop-down list.

Template NameEnter the name of the template. This is a required field.
Template DescriptionEnter description text into the field to define details about the template.
ActiveSelect the checkbox to make the template active in the system so that it appears during searches.
Use Drag and DropSelect the checkbox to enable the drag-and-drop feature, where you can select an item and drag it to the desired location. When this checkbox is selected, movable boxes will appear. Drag the boxes to their desired location.
Label Font

Select the drop-down list to select a font for the text that appears on the template. Select either Helvetica, Courier, or Times from the drop-down.

Label Size Select the drop-down to specify the size of the labels that appear on the template. You may select a size ranging from 6pt to 18pt font. 
Content Font Select the drop-down to select a style of font for the content. Select either Helvetica, Courier, or Times from the drop-down. 
Content Size Select the drop-down to specify the size of the content text that appears on the template. You may select a size ranging from 6pt to 18pt font.
Apply to all cells/columns Select to apply the previous selections to the template.
T

Select T to open the Edit Table pop-up, where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options.

Enter values into the Outer Border and Inner Border fields to define the widths of the outer and inner borders in pixels. You can select the color pickers for Outer Border and Inner Border to define a color for the outer or inner border. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values.

Select the Background Shaded checkbox to apply a background shade to the table. Select the color picker to define a color for the background shading. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values. 

Select OK to apply the changes, or select Cancel to close the pop-up without saving any changes.

C

Select C to open the Cell Menu pop-up to edit the template's cells.

Select Add Row and Move Cell in order to move the respective rows and cells.

Select Delete Row to delete rows from the table.

Select Make Table to create a new table.

Select Edit to edit the cells on the Edit Cell pop-up.

  • Content: Select the drop-down list to select the type of content that will appear on the template. Options include Assignee, Blank Cell, Change Log Button, Client, Client Fax Number, Client Phone Number, Client Sales Representative, Contact, Department, Description, First Closed Date, Horizontal Line, Item ID, Last Modified By, Modified Date, Open Date, Priority, Reason, Region, Resolution, Status, Summary, User-defined Field, or User-defined Text
  • Size, Alignment, and Padding: Use the options in this section to edit Relative Cell Width, Minimum Height, Cell Padding, Cell Horizontal Alignment (Left, Right, Center, Center on Label (center aligned), or Center on Label (left aligned)), Cell Vertical Alignment (Top, Middle, or Bottom), and Label Width.
  • Select Save to save the changes on the pop-up, or select Cancel to close the pop-up without saving any changes.
SaveSelect to return to the Layout Template list page with the new template added to the Custom Template List.
CancelSelect to clear the changes and return to the Layout Template list page.


Defining Client Services Item Report Templates

On the Layout Templates page, select Client Services Item Report from the Template Type drop-down list.

Template NameEnter the name of the template. This is a required field.
Template DescriptionEnter description text into the field to define details about the template.
ActiveSelect the checkbox to make the template active in the system so that it appears during searches.
Use Drag and DropSelect the checkbox to enable the drag-and-drop feature, where you can select an item and drag it to the desired location. When this checkbox is selected, movable boxes will appear. Drag the boxes to their desired location.
Print Settings

Select to display the Default Print Settings pop-up.

Select the Print in Landscape checkbox to have the template report print in "Landscape" format.

Select checkboxes from the Print the following types of Links section to specify the types of links that should be printed on the report.

Select Save to save the changes.

Select Cancel to close the pop-up with saving changes.

Label Font

Select the drop-down list to select a font for the text that appears on the template. Select either Helvetica, Courier, or Times from the drop-down.

Label Size Select the drop-down to specify the size of the labels that appear on the template. You may select a size ranging from 6pt to 18pt font. 
Content Font Select the drop-down to select a style of font for the content. Select either Helvetica, Courier, or Times from the drop-down. 
Content Size Select the drop-down to specify the size of the content text that appears on the template. You may select a size ranging from 6pt to 18pt font.
Apply to all cells/columns Select to apply the previous selections to the template.
T

Select T to open the Edit Table pop-up, where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options.

Enter values into the Outer Border and Inner Border fields to define the widths of the outer and inner borders in pixels. You can select the color pickers for Outer Border and Inner Border to define a color for the outer or inner border. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values.

Select the Background Shaded checkbox to apply a background shade to the table. Select the color picker to define a color for the background shading. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values. 

Select OK to apply the changes, or select Cancel to close the pop-up without saving any changes.

C

Select C to open the Cell Menu pop-up to edit the template's cells.

Select Add Row and Move Cell in order to move the respective rows and cells.

Select Delete Row to delete rows from the table.

Select Make Table to create a new table.

Select Edit to edit the cells on the Edit Cell pop-up.

  • Content: Select the drop-down list to select the type of content that will appear on the template. Options include Assignee, Blank Cell, Client, Client Fax Number, Client Phone Number, Client Sales Representative, Contact, Department, Description, First Closed Date, Horizontal Line, Item ID, Last Modified By, Modified Date, Notes, Open Date, Priority, Reason, Region, Resolution, Sales Person, Status, Summary, or User-defined Text
  • Size, Alignment, and Padding: Use the options in this section to edit Relative Cell Width, Minimum Height, Cell Padding, Cell Horizontal Alignment (Left, Right, Center, Center on Label (center aligned), or Center on Label (left aligned)), Cell Vertical Alignment (Top, Middle, or Bottom), and Label Width.
  • Select Save to save the changes on the pop-up, or select Cancel to close the pop-up without saving any changes.
ColumnsUse the Item Links Columns, Document Links Columns, Location Links Columns, Order Links Columns, Patient Links Columns, Pickup Links Columns, Provider Links Columns, Supply Shipment Links Columns, STAT Pickup Links Columns, and Supply Request Links Columns sections to edit the specific link columns.
SaveSelect to return to the Layout Template list page with the new template added to the Custom Template List.
CancelSelect to clear the changes and return to the Layout Template list page.


Defining Collect Samples Order Header Templates

On the Layout Templates page, select Collect Samples Order Header from the Template Type drop-down list.

Template NameEnter the name of the template. This is a required field.
Template DescriptionEnter description text into the field to define details about the template.
ActiveSelect the checkbox to make the template active in the system so that it appears during searches.
Use Drag and DropSelect the checkbox to enable the drag-and-drop feature, where you can select an item and drag it to the desired location. When this checkbox is selected, movable boxes will appear. Drag the boxes to their desired location.
Label Font

Select the drop-down list to select a font for the text that appears on the template. Select either Helvetica, Courier, or Times from the drop-down.

Label Size Select the drop-down to specify the size of the labels that appear on the template. You may select a size ranging from 6pt to 18pt font. 
Content Font Select the drop-down to select a style of font for the content. Select either Helvetica, Courier, or Times from the drop-down. 
Content Size Select the drop-down to specify the size of the content text that appears on the template. You may select a size ranging from 6pt to 18pt font.
Apply to all cells/columns Select to apply the previous selections to the template.
T

Select T to open the Edit Table pop-up, where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options.

Enter values into the Outer Border and Inner Border fields to define the widths of the outer and inner borders in pixels. You can select the color pickers for Outer Border and Inner Border to define a color for the outer or inner border. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values.

Select the Background Shaded checkbox to apply a background shade to the table. Select the color picker to define a color for the background shading. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values. 

Select OK to apply the changes, or select Cancel to close the pop-up without saving any changes.

C

Select C to open the Cell Menu pop-up to edit the template's cells.

Select Add Row and Move Cell in order to move the respective rows and cells.

Select Delete Row to delete rows from the table.

Select Make Table to create a new table.

Select Edit to edit the cells on the Edit Cell pop-up.

  • Content: Select the drop-down list to select the type of content that will appear on the template. Options include ABN Button, Add to Collection List, Blank Cell, Clinical Info Button, Comments Button, Encounter, Fasting, Fasting Yes/No, Labels, Payor(s), Print Labels Button, Reroute Button, Requisition(s) Button, Split Order, Update Insurance, User-defined Field, or User-defined Text.
  • Size, Alignment, and Padding: Use the options in this section to edit Relative Cell Width, Minimum Height, Cell Padding, Cell Horizontal Alignment (Left, Right, Center, Center on Label (center aligned), or Center on Label (left aligned)), Cell Vertical Alignment (Top, Middle, or Bottom), and Label Width.
  • Select Save to save the changes on the pop-up, or select Cancel to close the pop-up without saving any changes.
SaveSelect to return to the Layout Template list page with the new template added to the Custom Template List.
CancelSelect to clear the changes and return to the Layout Template list page.


Defining Collection List Templates

On the Layout Templates page, select Collection List from the Template Type drop-down list.

Template NameEnter the name of the template. This is a required field.
Template DescriptionEnter description text into the field to define details about the template.
ActiveSelect the checkbox to make the template active in the system so that it appears during searches.
Use Drag and DropSelect the checkbox to enable the drag-and-drop feature, where you can select an item and drag it to the desired location. When this checkbox is selected, movable boxes will appear. Drag the boxes to their desired location.
Miscellaneous Settings

Select to open the Miscellaneous Settings pop-up, where you may define the margins, the date/time format (AM/PM or Military), footer format for collection lists, line height between patients on the collection list (valid values are from 0-100; a value of 0 will hide the line completely), and whether or not the system displays clinical information on the collection list.

Select OK to record the new settings, or select Cancel to return to the Layout Templates administration page without retaining your changes. 

Note

You may enter any number between 0 and 2 for the margin. If you wish to enter a number less than one, you must enter a zero before the decimal point (e.g., 0.5).

Image Settings

Select to add or edit images for the template using the Layout Template Images pop-up. 

Show active only: Select the checkbox to display only active images in the system.

Edit: Select the Edit buttons to edit specific images.

Add New Image: Select to add new images to the pop-up.

Close: Select to close the pop-up when changes have been been made.

You may then add images to the layout template by selecting Image as the content type when defining groupings (a cell and all of the tables, rows, and cells within that cell).

Collection List HeaderUse this section to define the layout of the collection list header. By default, the Collection List Header section displays at least one grouping of a table with one cell (when starting with a blank template), though it may contain more tables and/or cells (when starting with a system or existing custom template). Customize this section by creating or editing groupings of data and organizing them in a table format. 
Patient HeaderUse this section to define the layout of the patient header. By default, the Patient Header section displays at least one grouping of a table with one cell (when starting with a blank template), though it may contain more tables and/or cells (when starting with a system or existing custom template). Customize this section by creating or editing groupings of data and organizing them in a table format. 
Order HeaderUse this section to define the layout of the order header. By default, the Order Header section displays at least one grouping of a table with one cell (when starting with a blank template), though it may contain more tables and/or cells (when starting with a system or existing custom template). Customize this section by creating or editing groupings of data and organizing them in a table format. 
T

Select T to open the Edit Table pop-up, where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options.

Enter values into the Outer Border and Inner Border fields to define the widths of the outer and inner borders in pixels. You can select the color pickers for Outer Border and Inner Border to define a color for the outer or inner border. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values.

Select the Background Shaded checkbox to apply a background shade to the table. Select the color picker to define a color for the background shading. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values. 

Select OK to apply the changes, or select Cancel to close the pop-up without saving any changes.

C

Select C to open the Cell Menu pop-up to edit the template's cells.

Select Add Row and Move Cell in order to move the respective rows and cells.

Select Delete Row to delete rows from the table.

Select Make Table to create a new table.

Select Edit to edit the cells on the Edit Cell pop-up.

  • Content: Select the drop-down list to select the type of content that will appear on the template. 
  • Size, Alignment, and Padding: Use the options in this section to edit Relative Cell Width, Minimum Height, Cell Padding, Cell Horizontal Alignment (Left, Right, Center, Center on Label (center aligned), or Center on Label (left aligned)), Cell Vertical Alignment (Top, Middle, or Bottom), and Label Width.
  • Select Save to save the changes on the pop-up, or select Cancel to close the pop-up without saving any changes.
ColumnsThis section contains several selections by default, though you may add, modify, or delete columns from the template, as well as customize how the information in the columns appears. For the Collection List template, you can add Abbreviation, Blank, Collection Location, Collection Time, Minimum Required Yield, Name, Phlebotomist, Priority, Proposed Collection Location, Sample ID, Sample ID Bar Code, Sample Instruction, Tube/Container, or User-defined Text.
SaveSelect to return to the Layout Template list page with the new template added to the Custom Template List.
CancelSelect to clear the changes and return to the Layout Template list page.


Defining Completion Report Templates

On the Layout Templates page, select Completion Report from the Template Type drop-down list.

Once you select an order, the system displays the report using the template you chose to view, along with one of the header, body, order choice info, and footer templates. Use the scroll bar to view the entire report, if necessary.
To view different combinations of report formats, select different options from the Header, Body, or Footer drop-down fields. Note that you cannot change the body setting for the Order Choice Information template you chose to view.

Template NameEnter the name of the template. This is a required field.
Template DescriptionEnter description text into the field to define details about the template.
ActiveSelect the checkbox to make the template active in the system so that it appears during searches.
Use Drag and DropSelect the checkbox to enable the drag-and-drop feature while creating a new template
Miscellaneous Settings

Select to open the Miscellaneous Settings pop-up, where you may edit margins for the template.

Enter values (in inches) in the Margin Top, Margin Bottom, Margin Left, and Margin Right fields.

Select Save to record the new settings, or select Cancel to return to the Layout Templates administration page without retaining your changes. 

Image Settings

Select to add or edit images for the template using the Layout Template Images pop-up. 

Show active only: Select the checkbox to display only active images in the system.

Edit: Select the Edit buttons to edit specific images.

Add New Image: Select to add new images to the pop-up.

Close: Select to close the pop-up when changes have been been made.

You may then add images to the layout template by selecting Image as the content type when defining groupings (a cell and all of the tables, rows, and cells within that cell).

T

Select T to open the Edit Table pop-up, where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options.

Enter values into the Outer Border and Inner Border fields to define the widths of the outer and inner borders in pixels. You can select the color pickers for Outer Border and Inner Border to define a color for the outer or inner border. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values.

Select the Background Shaded checkbox to apply a background shade to the table. Select the color picker to define a color for the background shading. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values. 

Select OK to apply the changes, or select Cancel to close the pop-up without saving any changes.

C

Select C to open the Cell Menu pop-up to edit the template's cells.

Select Add Row and Move Cell in order to move the respective rows and cells.

Select Delete Row to delete rows from the table.

Select Make Table to create a new table.

Select Edit to edit the cells on the Edit Cell pop-up.

  • Content: Select the drop-down list to select the type of content that will appear on the template. 
  • Size, Alignment, and Padding: Use the options in this section to edit Relative Cell Width, Minimum Height, Cell Padding, Cell Horizontal Alignment (Left, Right, Center, Center on Label (center aligned), or Center on Label (left aligned)), Cell Vertical Alignment (Top, Middle, or Bottom), and Label Width.
  • Select Save to save the changes on the pop-up, or select Cancel to close the pop-up without saving any changes.
ColumnsIn this section, select either Completion Date, Order Choices, Ordering Location, Ordering Practice, Ordering Provider, Patient ID, Patient Name, Sample ID, or User-defined Field from the drop-down, followed by selecting Add to add the column to the template.
SaveSelect to return to the Layout Template list page with the new template added to the Custom Template List.
CancelSelect to clear the changes and return to the Layout Template list page.


Defining Cover Page Templates

On the Layout Templates page, select Cover Page from the Template Type drop-down list.

Template NameEnter the name of the template. This is a required field.
Template DescriptionEnter description text into the field to define details about the template.
ActiveSelect the checkbox to make the template active in the system so that it appears during searches.
Use Drag and DropSelect the checkbox to enable the drag-and-drop feature while creating a new template. When this checkbox is selected, movable boxes will appear. Drag the boxes to their desired location.
Miscellaneous Settings

Select to open the Miscellaneous Settings pop-up, where you may edit margins for the template.

Enter values (in inches) in the Margin Top, Margin Bottom, Margin Left, and Margin Right fields.

Select Save to record the new settings, or select Cancel to return to the Layout Templates page without retaining your changes. 

Image Settings

Select to add or edit images for the template using the Layout Template Images pop-up. 

Show active only: Select the checkbox to display only active images in the system.

Edit: Select the Edit buttons to edit specific images.

Add New Image: Select to add new images to the pop-up.

Close: Select to close the pop-up when changes have been been made.

Label Font

Select the drop-down list to select a font for the text that appears on the template. Select either Helvetica, Courier, or Times from the drop-down.

Label Size Select the drop-down to specify the size of the labels that appear on the template. You may select a size ranging from 6pt to 18pt font. 
Content Font Select the drop-down to select a style of font for the content. Select either Helvetica, Courier, or Times from the drop-down. 
Content Size Select the drop-down to specify the size of the content text that appears on the template. You may select a size ranging from 6pt to 18pt font.
Apply to all cells/columns Select to apply the previous selections to the template.
T

Select T to open the Edit Table pop-up, where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options.

Enter values into the Outer Border and Inner Border fields to define the widths of the outer and inner borders in pixels. You can select the color pickers for Outer Border and Inner Border to define a color for the outer or inner border. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values.

Select the Background Shaded checkbox to apply a background shade to the table. Select the color picker to define a color for the background shading. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values. 

Select OK to apply the changes, or select Cancel to close the pop-up without saving any changes.

C

Select C to open the Cell Menu pop-up to edit the template's cells.

Select Add Row and Move Cell in order to move the respective rows and cells.

Select Delete Row to delete rows from the table.

Select Make Table to create a new table.

Select Edit to edit the cells on the Edit Cell pop-up.

  • Content: Select the drop-down list to select the type of content that will appear on the template. Options include Associated Providers Button, Available Profiles Button, Blank Cell, Clinical Study Select, Client Address, Client Fax Number, Client ID, Client Name, Client Phone Number, Client Tier, Courier Notes, Horizontal Line, Practice Name, Route Hours, Sales Person, or Supply History Button.
  • Size, Alignment, and Padding: Use the options in this section to edit Relative Cell Width, Minimum Height, Cell Padding, Cell Horizontal Alignment (Left, Right, Center, Center on Label (center aligned), or Center on Label (left aligned)), Cell Vertical Alignment (Top, Middle, or Bottom), and Label Width.
  • Select Save to save the changes on the pop-up, or select Cancel to close the pop-up without saving any changes.
ColumnsIn this section, select either Order ID or Recipient from the drop-down list, followed by selecting Add to add the column to the template.
SaveSelect to return to the Layout Template list page with the new template added to the Custom Template List.
CancelSelect to clear the changes and return to the Layout Template list page.


Defining Form Letter Templates

On the Layout Templates page, select Form Letter from the Template Type drop-down list.

Template NameEnter the name of the template. This is a required field.
Template DescriptionEnter description text into the field to define details about the template.
ActiveSelect the checkbox to make the template active in the system so that it appears during searches.
Use Drag and DropSelect the checkbox to enable the drag-and-drop feature while creating a new template. When this checkbox is selected, movable boxes will appear. Drag the boxes to their desired location.
Miscellaneous Settings

Select to open the Miscellaneous Settings pop-up, where you may edit the margins, the date/time format (AM/PM or Military), and footer format for form letters.

Enter values (in inches) in the Margin Top, Margin Bottom, Margin Left, and Margin Right fields.

Select Save to record the new settings, or select Cancel to return to the Layout Templates page without retaining your changes. 

Note

You may enter any number between 0 and 2 for the margin. If you wish to enter a number less than one, you must enter a zero before the decimal point (e.g., 0.5).

Image Settings

Select to add or edit images for the template using the Layout Template Images pop-up. 

Show active only: Select the checkbox to display only active images in the system.

Edit: Select the Edit buttons to edit specific images.

Add New Image: Select to add new images to the pop-up.

Close: Select to close the pop-up when changes have been been made.

You may then add images to the layout template by selecting Image as the content type when defining groups (a cell and all of the tables, rows, and cells within that cell).

Header, Body, Footer

By default, the Header, Body, and Footer sections display at least one grouping of a table with one cell (when starting with a blank template), though they may contain more tables and/or cells (when starting with a existing custom template). Customize these sections by creating or editing groupings of data, organizing it in a table format. 

Note

The User Defined Text with Field Codes content type is available for form letters. This content type allows special field codes in the content area. For example, to add the patient's name, type ~patName~. This allows users to enter text, such as ~Patient:patName~. The ~patSex~ patient is ~patAge~ old and was born ~patDOB~. Ordered from ~orderLoc~.

The current available field codes include: ~patAdd~ (patient address full, single line); ~patAdd1~ (patient address 1); ~patAdd2~ (patient address 2); ~patAdd3~ (patient city, state, and ZIP); ~patAge~ (patient age); ~patDOB~ (patient date of birth); ~patName~ (patient complete name); ~patPhone~ (patient phone); ~patSex~ (patient sex); ~patSSN~ (patient SSN); ~patID~ (patient ID); ~docName~ (ordering provider complete name); ~docNPI~ (ordering provider NPI); ~orderAdd~ (ordering location address full, single line); and ~orderLoc~ (ordering location name).

T

Select T to open the Edit Table pop-up, where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options.

Enter values into the Outer Border and Inner Border fields to define the widths of the outer and inner borders in pixels. You can select the color pickers for Outer Border and Inner Border to define a color for the outer or inner border. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values.

Select the Background Shaded checkbox to apply a background shade to the table. Select the color picker to define a color for the background shading. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values. 

Select OK to apply the changes, or select Cancel to close the pop-up without saving any changes.

C

Select C to open the Cell Menu pop-up to edit the template's cells.

Select Add Row and Move Cell in order to move the respective rows and cells.

Select Delete Row to delete rows from the table.

Select Make Table to create a new table.

Select Edit to edit the cells on the Edit Cell pop-up.

  • Content: Select the drop-down list to select the type of content that will appear on the template. 
  • Size, Alignment, and Padding: Use the options in this section to edit Relative Cell Width, Minimum Height, Cell Padding, Cell Horizontal Alignment (Left, Right, Center, Center on Label (center aligned), or Center on Label (left aligned)), Cell Vertical Alignment (Top, Middle, or Bottom), and Label Width.
  • Select Save to save the changes on the pop-up, or select Cancel to close the pop-up without saving any changes.
ColumnsIn this section, select either Order ID or Recipient from the drop-down list, followed by selecting Add to add the column to the template.
SaveSelect to return to the Layout Template list page with the new template added to the Custom Template List.
CancelSelect to clear the changes and return to the Layout Template list page.


Defining Inbox Report Summary Templates

On the Layout Templates page, select Inbox Summary Report from the Template Type drop-down list.

Template NameEnter the name of the template. This is a required field.
Template DescriptionEnter description text into the field to define details about the template.
ActiveSelect the checkbox to make the template active in the system so that it appears during searches.
Use Drag and DropSelect the checkbox to enable the drag-and-drop feature while creating a new template. When this checkbox is selected, movable boxes will appear. Drag the boxes to their desired location.
T

Select T to open the Edit Table pop-up, where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options.

Enter values into the Outer Border and Inner Border fields to define the widths of the outer and inner borders in pixels. You can select the color pickers for Outer Border and Inner Border to define a color for the outer or inner border. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values.

Select the Background Shaded checkbox to apply a background shade to the table. Select the color picker to define a color for the background shading. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values. 

Select OK to apply the changes, or select Cancel to close the pop-up without saving any changes.

C

Select C to open the Cell Menu pop-up to edit the template's cells.

Select Add Row and Move Cell in order to move the respective rows and cells.

Select Delete Row to delete rows from the table.

Select Make Table to create a new table.

Select Edit to edit the cells on the Edit Cell pop-up.

  • Content: Select the drop-down list to select the type of content that will appear on the template. Options include Blank Cell, Horizontal Line, Number of Reports, Report Creation, Report Logo, or User Defined Text.
  • Size, Alignment, and Padding: Use the options in this section to edit Relative Cell Width, Minimum Height, Cell Padding, Cell Horizontal Alignment (Left, Right, Center, Center on Label (center aligned), or Center on Label (left aligned)), Cell Vertical Alignment (Top, Middle, or Bottom), and Label Width.
  • Select Save to save the changes on the pop-up, or select Cancel to close the pop-up without saving any changes.
ColumnsIn this section, select Inbox Recipient, Order ID, Patient DOB, Patient Name, or Report Creation Date from the drop-down list, followed by selecting Add to add the column to the template.
SaveSelect to return to the Layout Template list page with the new template added to the Custom Template List.
CancelSelect to clear the changes and return to the Layout Template list page.


Defining Manifest Templates

On the Layout Templates page, select Manifest from the Template Type drop-down list.

Template NameEnter the name of the template. This is a required field.
Template DescriptionEnter description text into the field to define details about the template.
ActiveSelect the checkbox to make the template active in the system so that it appears during searches.
Use Drag and DropSelect the checkbox to enable the drag-and-drop feature while creating a new template. When this checkbox is selected, movable boxes will appear. Drag the boxes to their desired location.
Miscellaneous Settings

Select to open the Miscellaneous Settings pop-up, where you may edit the margins, the date/time format (AM/PM or Military), footer format, and page break settings for manifests.

Enter values (in inches) in the Margin Top, Margin Bottom, Margin Left, and Margin Right fields.

Page break between patients: Creates a page break between patients.

Page break between storage temperatures: Creates a page break between storage temperature values.

Show order choice info on a single row: Displays order choice information on a single row.

Suppress Sample Header and Columns: Removes the Sample Header section and Columns section from the template.

Select Save to record the new settings, or select Cancel to return to the Layout Templates page without retaining your changes. 

Note

You may enter any number between 0 and 2 for the margin. If you wish to enter a number less than one, you must enter a zero before the decimal point (e.g., 0.5).

Image Settings

Select to add or edit images for the template using the Layout Template Images pop-up. 

Show active only: Select the checkbox to display only active images in the system.

Edit: Select the Edit buttons to edit specific images.

Add New Image: Select to add new images to the pop-up.

Close: Select to close the pop-up when changes have been been made.

You may then add images to the layout template by selecting Image as the content type when defining groups (a cell and all of the tables, rows, and cells within that cell).

Manifest Header, Order Header, Sample HeaderBy default, the Manifest Header, Order Header, and Sample Header sections display at least one grouping of a table with one cell (when starting with a blank template), though they may contain more tables and/or cells (when starting with a system or existing custom template). Customize these sections by creating or editing groupings of data and organizing them in a table format. 
T

Select T to open the Edit Table pop-up, where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options.

Enter values into the Outer Border and Inner Border fields to define the widths of the outer and inner borders in pixels. You can select the color pickers for Outer Border and Inner Border to define a color for the outer or inner border. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values.

Select the Background Shaded checkbox to apply a background shade to the table. Select the color picker to define a color for the background shading. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values. 

Select OK to apply the changes, or select Cancel to close the pop-up without saving any changes.

C

Select C to open the Cell Menu pop-up to edit the template's cells.

Select Add Row and Move Cell in order to move the respective rows and cells.

Select Delete Row to delete rows from the table.

Select Make Table to create a new table.

Select Edit to edit the cells on the Edit Cell pop-up.

  • Content: Select the drop-down list to select the type of content that will appear on the template. Options include Blank Cell, Bullet, Collection Location Address, Collection Location NPI, Collection Location Name, Collection Location Phone, Collection Practice, Empty Blank Cell, Horizontal Line, Host Address, Host Name, Host Sample ID, Image, Manifest ID, Manifest ID Bar Code, Manifest Patient Count, Manifest Sample Count, Patient Address 1, Patient Address 2, Patient Address Complete, Patient Address Complete Single Line, Patient Age, Patient Age and Sex, Patient Age in Years, Patient Aliases, Patient City, Patient City, State, and ZIP Code, Patient Class, Patient Complete Name, Patient Country, Patient Date of Birth, Patient Email, Patient Ethnicity, Patient ID, Patient ID Bar Code, Patient ID2, Patient ID3, Patient Location and Room Number, Patient MRN, Patient Phone, Patient Phone 2, Patient Photo, Patient Primary Care Provider, Patient Primary Care Provider NPI, Patient Race, Patient  Room Number, Patient SSN, Patient Sex, Patient State, Patient ZIP/Postal Code, Report Creation, Report Logo, and User-defined Text.
  • Size, Alignment, and Padding: Use the options in this section to edit Relative Cell Width, Minimum Height, Cell Padding, Cell Horizontal Alignment (Left, Right, Center, Center on Label (center aligned), or Center on Label (left aligned)), Cell Vertical Alignment (Top, Middle, or Bottom), and Label Width.
  • Select Save to save the changes on the pop-up, or select Cancel to close the pop-up without saving any changes.
ColumnsThis section contains several selections by default, though you may add, modify, or delete columns from the template, as well as customize how the information in the columns appears. Note that to not show any column data on a manifest generated from a Manifest Layout Template, the user should add blank as the template's only column and set its Relative Column Width to zero.
SaveSelect to return to the Layout Template list page with the new template added to the Custom Template List.
CancelSelect to clear the changes and return to the Layout Template list page.


Defining Multiple Standing Orders Report Templates

On the Layout Templates page, select Multiple Standing Orders Report from the Template Type drop-down list.

Template NameEnter the name of the template. This is a required field.
Template DescriptionEnter description text into the field to define details about the template.
ActiveSelect the checkbox to make the template active in the system so that it appears during searches.
Use Drag and DropSelect the checkbox to enable the drag-and-drop feature while creating a new template. When this checkbox is selected, movable boxes will appear. Drag the boxes to their desired location.
Miscellaneous Settings

Select to open the Miscellaneous Settings pop-up, where you may edit the margins for the report.

Enter values (in inches) in the Margin Top, Margin Bottom, Margin Left, and Margin Right fields.

Select Save to record the new settings, or select Cancel to return to the Layout Templates page without retaining your changes. 

Note

You may enter any number between 0 and 2 for the margin. If you wish to enter a number less than one, you must enter a zero before the decimal point (e.g., 0.5).

Image Settings

Select to add or edit images for the template using the Layout Template Images pop-up. 

Show active only: Select the checkbox to display only active images in the system.

Edit: Select the Edit buttons to edit specific images.

Add New Image: Select to add new images to the pop-up.

Close: Select to close the pop-up when changes have been been made.

You may then add images to the layout template by selecting Image as the content type when defining groups (a cell and all of the tables, rows, and cells within that cell).

Suppress the Sample Header and Columns Select the setting to hide the Sample Header and Columns sections on the report.
Label Font

Select the drop-down list to select a font for the text that appears on the template. Select either Helvetica, Courier, or Times from the drop-down.

Label Size Select the drop-down to specify the size of the labels that appear on the template. You may select a size ranging from 6pt to 18pt font. 
Content Font Select the drop-down to select a style of font for the content. Select either Helvetica, Courier, or Times from the drop-down. 
Content Size Select the drop-down to specify the size of the content text that appears on the template. You may select a size ranging from 6pt to 18pt font.
Apply to all cells/columns Select to apply the previous selections to the template.
T

Select T to open the Edit Table pop-up, where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options.

Enter values into the Outer Border and Inner Border fields to define the widths of the outer and inner borders in pixels. You can select the color pickers for Outer Border and Inner Border to define a color for the outer or inner border. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values.

Select the Background Shaded checkbox to apply a background shade to the table. Select the color picker to define a color for the background shading. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values. 

Select OK to apply the changes, or select Cancel to close the pop-up without saving any changes.

C

Select C to open the Cell Menu pop-up to edit the template's cells.

Select Add Row and Move Cell in order to move the respective rows and cells.

Select Delete Row to delete rows from the table.

Select Make Table to create a new table.

Select Edit to edit the cells on the Edit Cell pop-up.

  • Content: Select the drop-down list to select the type of content that will appear on the template. Options include Associated Providers Button, Available Profiles Button, Blank Cell, Clinical Study Select, Client Address, Client Fax Number, Client ID, Client Name, Client Phone Number, Client Tier, Courier Notes, Horizontal Line, Practice Name, Route Hours, Sales Person, or Supply History Button.
  • Size, Alignment, and Padding: Use the options in this section to edit Relative Cell Width, Minimum Height, Cell Padding, Cell Horizontal Alignment (Left, Right, Center, Center on Label (center aligned), or Center on Label (left aligned)), Cell Vertical Alignment (Top, Middle, or Bottom), and Label Width.
  • Select Save to save the changes on the pop-up, or select Cancel to close the pop-up without saving any changes.
ColumnsSelect an item from the drop-down to select and add columns to the template. Select either Future Standing Order Dates, Next Standing Order Date, Order Choice List, Order ID, Ordering Provider, Patient DOB, Patient ID, Patient MRN, Patient Name, Patient Phone, or Standing Order Summary from the list, followed by selecting Add.
SaveSelect to return to the Layout Template list page with the new template added to the Custom Template List.
CancelSelect to clear the changes and return to the Layout Template list page.


Order Patient Samples Page

On the Layout Templates page, select Order Patient Samples Page from the Template Type drop-down list.

Any of the signed-in location or user settings that affect the Order Patient Samples page will still take effect on this page. This means that if you have any settings that hide fields, then those fields will not be visible here. Orchard Software recommends that you disable any settings that may disable or hide fields that you wish to use before you design your template.

Template NameEnter the name of the template. This is a required field.
Template DescriptionEnter description text into the field to define details about the template.
ActiveSelect the checkbox to make the template active in the system so that it appears during searches.
Page PreviewOnce you save your settings, the system displays an example of what the Order Patient Samples page will look like.
Use Drag and DropSelect the checkbox to enable the drag-and-drop feature while creating a new template. When this checkbox is selected, movable boxes will appear. Drag the boxes to their desired location.
Miscellaneous Settings

Select to open the Miscellaneous Settings pop-up, where you may define the Cancel button label for cancelled orders and the order date field label for auto-collect locations. Note that you may select Reset at any time to return to the default button/field labels.

Select Save to record the new settings, or select Cancel to return to the Layout Templates page without retaining your changes. 

Order Patient Samples Page

By default, this section displays at least one grouping of a table with one cell (when starting with a blank template), though it may contain more tables and/or cells (when starting with a system or existing custom template). Customize these sections by creating or editing groupings of data, organizing it in a table format. 

As you are setting up the fields for custom Order Patient Samples templates (not the default template), it is important to remember the following:

  • If you include the Add Patient button content type, you should include the necessary demographic information fields and the Save Patient content type to create the patient's file from the Order Patient Samples page.
  • Orchard Software recommends that you add the Ordering Location field before the Patient Search field on the Order Patient Samples page. This allows the system to limit the available patients for your search, and it will fill the patient's practice field automatically when you select New Patient, because the system sets a patient's practice by ordering location.
T

Select T to open the Edit Table pop-up, where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options.

Enter values into the Outer Border and Inner Border fields to define the widths of the outer and inner borders in pixels. You can select the color pickers for Outer Border and Inner Border to define a color for the outer or inner border. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values.

Select the Background Shaded checkbox to apply a background shade to the table. Select the color picker to define a color for the background shading. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values. 

Select OK to apply the changes, or select Cancel to close the pop-up without saving any changes.

C

Select C to open the Cell Menu pop-up to edit the template's cells.

Select Add Row and Move Cell in order to move the respective rows and cells.

Select Delete Row to delete rows from the table.

Select Make Table to create a new table.

Select Edit to edit the cells on the Edit Cell pop-up.

  • Content: Select the drop-down list to select the type of content that will appear on the template. 
    • Select the Limit Host recipients to non-lab hosts used by the practice checkbox via the Results to... button cell to have the Host search on the Report Recipient pop-up that will use the new restrictions on the search criteria. This setting controls whether or not the Host Result Recipient search on the Order Patient Samples page is restricted to displaying only non-lab hosts that are used by the ordering location's practice. The Host search field on the Result Recipient pop-up for the Order Patient Samples page can be restricted to only display non-lab hosts that are used by the practice to which the ordering location is assigned.
  • Size, Alignment, and Padding: Use the options in this section to edit Relative Cell Width, Minimum Height, Cell Padding, Cell Horizontal Alignment (Left, Right, Center, Center on Label (center aligned), or Center on Label (left aligned)), Cell Vertical Alignment (Top, Middle, or Bottom), and Label Width.
  • Select Save to save the changes on the pop-up, or select Cancel to close the pop-up without saving any changes.
Order Choice ColumnsThis section contains several selections by default, though you may add, modify, or delete columns from the template, as well as customize how the information in the columns appears. 
SaveSelect to return to the Layout Template list page with the new template added to the Custom Template List.
CancelSelect to clear the changes and return to the Layout Template list page.


Defining Orders Report Templates

On the Layout Templates page, select Orders Report from the Template Type drop-down list.

Template NameEnter the name of the template. This is a required field.
Template DescriptionEnter description text into the field to define details about the template.
ActiveSelect the checkbox to make the template active in the system so that it appears during searches.
Use Drag and DropSelect the checkbox to enable the drag-and-drop feature while creating a new template. When this checkbox is selected, movable boxes will appear. Drag the boxes to their desired location.
Miscellaneous Settings

Select to open the Miscellaneous Settings pop-up, where you may edit the margins for the report.

Enter values (in inches) in the Margin Top, Margin Bottom, Margin Left, and Margin Right fields.

Select Save to record the new settings, or select Cancel to return to the Layout Templates page without retaining your changes. 

Note

You may enter any number between 0 and 2 for the margin. If you wish to enter a number less than one, you must enter a zero before the decimal point (e.g., 0.5).

Image Settings

Select to add or edit images for the template using the Layout Template Images pop-up. 

Show active only: Select the checkbox to display only active images in the system.

Edit: Select the Edit buttons to edit specific images.

Add New Image: Select to add new images to the pop-up.

Close: Select to close the pop-up when changes have been been made.

You may then add images to the layout template by selecting Image as the content type when defining groups (a cell and all of the tables, rows, and cells within that cell).

Label Font

Select the drop-down list to select a font for the text that appears on the template. Select either Helvetica, Courier, or Times from the drop-down.

Label Size Select the drop-down to specify the size of the labels that appear on the template. You may select a size ranging from 6pt to 18pt font. 
Content Font Select the drop-down to select a style of font for the content. Select either Helvetica, Courier, or Times from the drop-down. 
Content Size Select the drop-down to specify the size of the content text that appears on the template. You may select a size ranging from 6pt to 18pt font.
Apply to all cells/columns Select to apply the previous selections to the template.
T

Select T to open the Edit Table pop-up, where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options.

Enter values into the Outer Border and Inner Border fields to define the widths of the outer and inner borders in pixels. You can select the color pickers for Outer Border and Inner Border to define a color for the outer or inner border. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values.

Select the Background Shaded checkbox to apply a background shade to the table. Select the color picker to define a color for the background shading. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values. 

Select OK to apply the changes, or select Cancel to close the pop-up without saving any changes.

C

Select C to open the Cell Menu pop-up to edit the template's cells.

Select Add Row and Move Cell in order to move the respective rows and cells.

Select Delete Row to delete rows from the table.

Select Make Table to create a new table.

Select Edit to edit the cells on the Edit Cell pop-up.

  • Content: Select the drop-down list to select the type of content that will appear on the template. Options include Associated Providers Button, Available Profiles Button, Blank Cell, Clinical Study Select, Client Address, Client Fax Number, Client ID, Client Name, Client Phone Number, Client Tier, Courier Notes, Horizontal Line, Practice Name, Route Hours, Sales Person, or Supply History Button.
  • Size, Alignment, and Padding: Use the options in this section to edit Relative Cell Width, Minimum Height, Cell Padding, Cell Horizontal Alignment (Left, Right, Center, Center on Label (center aligned), or Center on Label (left aligned)), Cell Vertical Alignment (Top, Middle, or Bottom), and Label Width.
  • Select Save to save the changes on the pop-up, or select Cancel to close the pop-up without saving any changes.
ColumnsSelect an item from the drop-down to select and add columns to the template. Select either Blank, Cancellation Details, Collection Date, Lab, Name, Order Choice Priority, Order Choice Status, Order Date, Order ID, Patient DOB, Patient ID, Patient MRN, Patient Name, Sample ID, or User Defined Field from the list, followed by selecting Add.
SaveSelect to return to the Layout Template list page with the new template added to the Custom Template List.
CancelSelect to clear the changes and return to the Layout Template list page.


Defining Patient Demographics Page Templates

On the Layout Templates page, select Patient Demographics from the Template Type drop-down list.

Be sure that any fields that are required and that might not be auto-populated appear on your template.

Template NameEnter the name of the template. This is a required field.
Template DescriptionEnter description text into the field to define details about the template.
ActiveSelect the checkbox to make the template active in the system so that it appears during searches.
Use Drag and DropSelect the checkbox to enable the drag-and-drop feature while creating a new template. When this checkbox is selected, movable boxes will appear. Drag the boxes to their desired location.
Miscellaneous Settings

Select to open the Miscellaneous Settings pop-up, where you may edit the margins for the report.

Enter values (in inches) in the Margin Top, Margin Bottom, Margin Left, and Margin Right fields.

Select Save to record the new settings, or select Cancel to return to the Layout Templates page without retaining your changes. 

Note

You may enter any number between 0 and 2 for the margin. If you wish to enter a number less than one, you must enter a zero before the decimal point (e.g., 0.5).

Image Settings

Select to add or edit images for the template using the Layout Template Images pop-up. 

Show active only: Select the checkbox to display only active images in the system.

Edit: Select the Edit buttons to edit specific images.

Add New Image: Select to add new images to the pop-up.

Close: Select to close the pop-up when changes have been been made.

You may then add images to the layout template by selecting Image as the content type when defining groups (a cell and all of the tables, rows, and cells within that cell).

Label Font

Select the drop-down list to select a font for the text that appears on the template. Select either Helvetica, Courier, or Times from the drop-down.

Label Size Select the drop-down to specify the size of the labels that appear on the template. You may select a size ranging from 6pt to 18pt font. 
Content Font Select the drop-down to select a style of font for the content. Select either Helvetica, Courier, or Times from the drop-down. 
Content Size Select the drop-down to specify the size of the content text that appears on the template. You may select a size ranging from 6pt to 18pt font.
Apply to all cells/columns Select to apply the previous selections to the template.
T

Select T to open the Edit Table pop-up, where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options.

Enter values into the Outer Border and Inner Border fields to define the widths of the outer and inner borders in pixels. You can select the color pickers for Outer Border and Inner Border to define a color for the outer or inner border. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values.

Select the Background Shaded checkbox to apply a background shade to the table. Select the color picker to define a color for the background shading. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values. 

Select OK to apply the changes, or select Cancel to close the pop-up without saving any changes.

C

Select C to open the Cell Menu pop-up to edit the template's cells.

Select Add Row and Move Cell in order to move the respective rows and cells.

Select Delete Row to delete rows from the table.

Select Make Table to create a new table.

Select Edit to edit the cells on the Edit Cell pop-up.

  • Content: Select the drop-down list to select the type of content that will appear on the template. Options include Associated Providers Button, Available Profiles Button, Blank Cell, Clinical Study Select, Client Address, Client Fax Number, Client ID, Client Name, Client Phone Number, Client Tier, Courier Notes, Horizontal Line, Practice Name, Route Hours, Sales Person, or Supply History Button
  • Size, Alignment, and Padding: Use the options in this section to edit Relative Cell Width, Minimum Height, Cell Padding, Cell Horizontal Alignment (Left, Right, Center, Center on Label (center aligned), or Center on Label (left aligned)), Cell Vertical Alignment (Top, Middle, or Bottom), and Label Width.
  • Select Save to save the changes on the pop-up, or select Cancel to close the pop-up without saving any changes.
SaveSelect to return to the Layout Template list page with the new template added to the Custom Template List.
CancelSelect to clear the changes and return to the Layout Template list page.


Defining Patient Guarantor Templates

On the Layout Templates page, select Patient Guarantor from the Template Type drop-down list.

Be sure that any fields that are required and that might not be auto-populated appear on your template.

Template NameEnter the name of the template. This is a required field.
Template DescriptionEnter description text into the field to define details about the template.
ActiveSelect the checkbox to make the template active in the system so that it appears during searches.
Use Drag and DropSelect the checkbox to enable the drag-and-drop feature while creating a new template. When this checkbox is selected, movable boxes will appear. Drag the boxes to their desired location.
Miscellaneous Settings

Select to open the Miscellaneous Settings pop-up, where you may edit the margins for the report.

Enter values (in inches) in the Margin Top, Margin Bottom, Margin Left, and Margin Right fields.

Select Save to record the new settings, or select Cancel to return to the Layout Templates page without retaining your changes. 

Image Settings

Select to add or edit images for the template using the Layout Template Images pop-up. 

Show active only: Select the checkbox to display only active images in the system.

Edit: Select the Edit buttons to edit specific images.

Add New Image: Select to add new images to the pop-up.

Close: Select to close the pop-up when changes have been been made.

You may then add images to the layout template by selecting Image as the content type when defining groups (a cell and all of the tables, rows, and cells within that cell).

Label Font

Select the drop-down list to select a font for the text that appears on the template. Select either Helvetica, Courier, or Times from the drop-down.

Label Size Select the drop-down to specify the size of the labels that appear on the template. You may select a size ranging from 6pt to 18pt font. 
Content Font Select the drop-down to select a style of font for the content. Select either Helvetica, Courier, or Times from the drop-down. 
Content Size Select the drop-down to specify the size of the content text that appears on the template. You may select a size ranging from 6pt to 18pt font.
Apply to all cells/columns Select to apply the previous selections to the template.
T

Select T to open the Edit Table pop-up, where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options.

Enter values into the Outer Border and Inner Border fields to define the widths of the outer and inner borders in pixels. You can select the color pickers for Outer Border and Inner Border to define a color for the outer or inner border. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values.

Select the Background Shaded checkbox to apply a background shade to the table. Select the color picker to define a color for the background shading. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values. 

Select OK to apply the changes, or select Cancel to close the pop-up without saving any changes.

C

Select C to open the Cell Menu pop-up to edit the template's cells.

Select Add Row and Move Cell in order to move the respective rows and cells.

Select Delete Row to delete rows from the table.

Select Make Table to create a new table.

Select Edit to edit the cells on the Edit Cell pop-up.

  • Content: Select the drop-down list to select the type of content that will appear on the template. Options include Associated Providers Button, Available Profiles Button, Blank Cell, Clinical Study Select, Client Address, Client Fax Number, Client ID, Client Name, Client Phone Number, Client Tier, Courier Notes, Horizontal Line, Practice Name, Route Hours, Sales Person, or Supply History Button
  • Size, Alignment, and Padding: Use the options in this section to edit Relative Cell Width, Minimum Height, Cell Padding, Cell Horizontal Alignment (Left, Right, Center, Center on Label (center aligned), or Center on Label (left aligned)), Cell Vertical Alignment (Top, Middle, or Bottom), and Label Width.
  • Select Save to save the changes on the pop-up, or select Cancel to close the pop-up without saving any changes.
SaveSelect to return to the Layout Template list page with the new template added to the Custom Template List.
CancelSelect to clear the changes and return to the Layout Template list page.


Defining Patient Insurance Templates

On the Layout Templates page, select Patient Insurance from the Template Type drop-down list.

Be sure that any fields that are required and that might not be auto-populated appear on your template.

Template NameEnter the name of the template. This is a required field.
Template DescriptionEnter description text into the field to define details about the template.
ActiveSelect the checkbox to make the template active in the system so that it appears during searches.
Use Drag and DropSelect the checkbox to enable the drag-and-drop feature while creating a new template. When this checkbox is selected, movable boxes will appear. Drag the boxes to their desired location.
Miscellaneous Settings

Select to open the Miscellaneous Settings pop-up, where you may edit the margins for the report.

Enter values (in inches) in the Margin Top, Margin Bottom, Margin Left, and Margin Right fields.

Select Save to record the new settings, or select Cancel to return to the Layout Templates page without retaining your changes. 

Image Settings

Select to add or edit images for the template using the Layout Template Images pop-up. 

Show active only: Select the checkbox to display only active images in the system.

Edit: Select the Edit buttons to edit specific images.

Add New Image: Select to add new images to the pop-up.

Close: Select to close the pop-up when changes have been been made.

You may then add images to the layout template by selecting Image as the content type when defining groups (a cell and all of the tables, rows, and cells within that cell).

Label Font

Select the drop-down list to select a font for the text that appears on the template. Select either Helvetica, Courier, or Times from the drop-down.

Label Size Select the drop-down to specify the size of the labels that appear on the template. You may select a size ranging from 6pt to 18pt font. 
Content Font Select the drop-down to select a style of font for the content. Select either Helvetica, Courier, or Times from the drop-down. 
Content Size Select the drop-down to specify the size of the content text that appears on the template. You may select a size ranging from 6pt to 18pt font.
Apply to all cells/columns Select to apply the previous selections to the template.
T

Select T to open the Edit Table pop-up, where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options.

Enter values into the Outer Border and Inner Border fields to define the widths of the outer and inner borders in pixels. You can select the color pickers for Outer Border and Inner Border to define a color for the outer or inner border. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values.

Select the Background Shaded checkbox to apply a background shade to the table. Select the color picker to define a color for the background shading. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values. 

Select OK to apply the changes, or select Cancel to close the pop-up without saving any changes.

C

Select C to open the Cell Menu pop-up to edit the template's cells.

Select Add Row and Move Cell in order to move the respective rows and cells.

Select Delete Row to delete rows from the table.

Select Make Table to create a new table.

Select Edit to edit the cells on the Edit Cell pop-up.

  • Content: Select the drop-down list to select the type of content that will appear on the template. Options include Associated Providers Button, Available Profiles Button, Blank Cell, Clinical Study Select, Client Address, Client Fax Number, Client ID, Client Name, Client Phone Number, Client Tier, Courier Notes, Horizontal Line, Practice Name, Route Hours, Sales Person, or Supply History Button
  • Size, Alignment, and Padding: Use the options in this section to edit Relative Cell Width, Minimum Height, Cell Padding, Cell Horizontal Alignment (Left, Right, Center, Center on Label (center aligned), or Center on Label (left aligned)), Cell Vertical Alignment (Top, Middle, or Bottom), and Label Width.
  • Select Save to save the changes on the pop-up, or select Cancel to close the pop-up without saving any changes.
SaveSelect to return to the Layout Template list page with the new template added to the Custom Template List.
CancelSelect to clear the changes and return to the Layout Template list page.


Defining Patient Password Templates

On the Layout Templates page, select Patient Password from the Template Type drop-down list.

Be sure that any fields that are required and that might not be auto-populated appear on your template.

Template NameEnter the name of the template. This is a required field.
Template DescriptionEnter description text into the field to define details about the template.
ActiveSelect the checkbox to make the template active in the system so that it appears during searches.
Use Drag and DropSelect the checkbox to enable the drag-and-drop feature while creating a new template. When this checkbox is selected, movable boxes will appear. Drag the boxes to their desired location.
Miscellaneous Settings

Select to open the Miscellaneous Settings pop-up, where you may edit the margins for the report.

Enter values (in inches) in the Margin Top, Margin Bottom, Margin Left, and Margin Right fields.

Select Save to record the new settings, or select Cancel to return to the Layout Templates page without retaining your changes. 

Image Settings

Select to add or edit images for the template using the Layout Template Images pop-up. 

Show active only: Select the checkbox to display only active images in the system.

Edit: Select the Edit buttons to edit specific images.

Add New Image: Select to add new images to the pop-up.

Close: Select to close the pop-up when changes have been been made.

You may then add images to the layout template by selecting Image as the content type when defining groups (a cell and all of the tables, rows, and cells within that cell).

Label Font

Select the drop-down list to select a font for the text that appears on the template. Select either Helvetica, Courier, or Times from the drop-down.

Label Size Select the drop-down to specify the size of the labels that appear on the template. You may select a size ranging from 6pt to 18pt font. 
Content Font Select the drop-down to select a style of font for the content. Select either Helvetica, Courier, or Times from the drop-down. 
Content Size Select the drop-down to specify the size of the content text that appears on the template. You may select a size ranging from 6pt to 18pt font.
Apply to all cells/columns Select to apply the previous selections to the template.
T

Select T to open the Edit Table pop-up, where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options.

Enter values into the Outer Border and Inner Border fields to define the widths of the outer and inner borders in pixels. You can select the color pickers for Outer Border and Inner Border to define a color for the outer or inner border. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values.

Select the Background Shaded checkbox to apply a background shade to the table. Select the color picker to define a color for the background shading. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values. 

Select OK to apply the changes, or select Cancel to close the pop-up without saving any changes.

C

Select C to open the Cell Menu pop-up to edit the template's cells.

Select Add Row and Move Cell in order to move the respective rows and cells.

Select Delete Row to delete rows from the table.

Select Make Table to create a new table.

Select Edit to edit the cells on the Edit Cell pop-up.

  • Content: Select the drop-down list to select the type of content that will appear on the template. Options include Associated Providers Button, Available Profiles Button, Blank Cell, Clinical Study Select, Client Address, Client Fax Number, Client ID, Client Name, Client Phone Number, Client Tier, Courier Notes, Horizontal Line, Practice Name, Route Hours, Sales Person, or Supply History Button
  • Size, Alignment, and Padding: Use the options in this section to edit Relative Cell Width, Minimum Height, Cell Padding, Cell Horizontal Alignment (Left, Right, Center, Center on Label (center aligned), or Center on Label (left aligned)), Cell Vertical Alignment (Top, Middle, or Bottom), and Label Width.
  • Select Save to save the changes on the pop-up, or select Cancel to close the pop-up without saving any changes.
SaveSelect to return to the Layout Template list page with the new template added to the Custom Template List.
CancelSelect to clear the changes and return to the Layout Template list page.


Defining Query Results Templates

On the Layout Templates page, select Query Results from the Template Type drop-down list.

Be sure that any fields that are required and that might not be auto-populated appear on your template.

Template NameEnter the name of the template. This is a required field.
Template DescriptionEnter description text into the field to define details about the template.
ActiveSelect the checkbox to make the template active in the system so that it appears during searches.
Use Drag and DropSelect the checkbox to enable the drag-and-drop feature while creating a new template. When this checkbox is selected, movable boxes will appear. Drag the boxes to their desired location.
Miscellaneous Settings

Select to open the Miscellaneous Settings pop-up, where you may edit the margins for the report.

Enter values (in inches) in the Margin Top, Margin Bottom, Margin Left, and Margin Right fields.

Select Save to record the new settings, or select Cancel to return to the Layout Templates page without retaining your changes. 

Image Settings

Select to add or edit images for the template using the Layout Template Images pop-up. 

Show active only: Select the checkbox to display only active images in the system.

Edit: Select the Edit buttons to edit specific images.

Add New Image: Select to add new images to the pop-up.

Close: Select to close the pop-up when changes have been been made.

You may then add images to the layout template by selecting Image as the content type when defining groups (a cell and all of the tables, rows, and cells within that cell).

Label Font

Select the drop-down list to select a font for the text that appears on the template. Select either Helvetica, Courier, or Times from the drop-down.

Label Size Select the drop-down to specify the size of the labels that appear on the template. You may select a size ranging from 6pt to 18pt font. 
Content Font Select the drop-down to select a style of font for the content. Select either Helvetica, Courier, or Times from the drop-down. 
Content Size Select the drop-down to specify the size of the content text that appears on the template. You may select a size ranging from 6pt to 18pt font.
Apply to all cells/columns Select to apply the previous selections to the template.
T

Select T to open the Edit Table pop-up, where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options.

Enter values into the Outer Border and Inner Border fields to define the widths of the outer and inner borders in pixels. You can select the color pickers for Outer Border and Inner Border to define a color for the outer or inner border. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values.

Select the Background Shaded checkbox to apply a background shade to the table. Select the color picker to define a color for the background shading. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values. 

Select OK to apply the changes, or select Cancel to close the pop-up without saving any changes.

C

Select C to open the Cell Menu pop-up to edit the template's cells.

Select Add Row and Move Cell in order to move the respective rows and cells.

Select Delete Row to delete rows from the table.

Select Make Table to create a new table.

Select Edit to edit the cells on the Edit Cell pop-up.

  • Content: Select the drop-down list to select the type of content that will appear on the template. Options include Associated Providers Button, Available Profiles Button, Blank Cell, Clinical Study Select, Client Address, Client Fax Number, Client ID, Client Name, Client Phone Number, Client Tier, Courier Notes, Horizontal Line, Practice Name, Route Hours, Sales Person, or Supply History Button
  • Size, Alignment, and Padding: Use the options in this section to edit Relative Cell Width, Minimum Height, Cell Padding, Cell Horizontal Alignment (Left, Right, Center, Center on Label (center aligned), or Center on Label (left aligned)), Cell Vertical Alignment (Top, Middle, or Bottom), and Label Width.
  • Select Save to save the changes on the pop-up, or select Cancel to close the pop-up without saving any changes.
ColumnsSelect an item from the drop-down to select and add columns to the template.
SaveSelect to return to the Layout Template list page with the new template added to the Custom Template List.
CancelSelect to clear the changes and return to the Layout Template list page.


Defining RAPS Cover Page Templates

On the Layout Templates page, select RAPS Cover Page from the Template Type drop-down list.

Be sure that any fields that are required and that might not be auto-populated appear on your template.

Template NameEnter the name of the template. This is a required field.
Template DescriptionEnter description text into the field to define details about the template.
ActiveSelect the checkbox to make the template active in the system so that it appears during searches.
Use Drag and DropSelect the checkbox to enable the drag-and-drop feature while creating a new template. When this checkbox is selected, movable boxes will appear. Drag the boxes to their desired location.
Miscellaneous Settings

Select to open the Miscellaneous Settings pop-up, where you may edit the margins for the report.

Enter values (in inches) in the Margin Top, Margin Bottom, Margin Left, and Margin Right fields.

Select Save to record the new settings, or select Cancel to return to the Layout Templates page without retaining your changes. 

Image Settings

Select to add or edit images for the template using the Layout Template Images pop-up. 

Show active only: Select the checkbox to display only active images in the system.

Edit: Select the Edit buttons to edit specific images.

Add New Image: Select to add new images to the pop-up.

Close: Select to close the pop-up when changes have been been made.

You may then add images to the layout template by selecting Image as the content type when defining groups (a cell and all of the tables, rows, and cells within that cell).

T

Select T to open the Edit Table pop-up, where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options.

Enter values into the Outer Border and Inner Border fields to define the widths of the outer and inner borders in pixels. You can select the color pickers for Outer Border and Inner Border to define a color for the outer or inner border. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values.

Select the Background Shaded checkbox to apply a background shade to the table. Select the color picker to define a color for the background shading. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values. 

Select OK to apply the changes, or select Cancel to close the pop-up without saving any changes.

C

Select C to open the Cell Menu pop-up to edit the template's cells.

Select Add Row and Move Cell in order to move the respective rows and cells.

Select Delete Row to delete rows from the table.

Select Make Table to create a new table.

Select Edit to edit the cells on the Edit Cell pop-up.

  • Content: Select the drop-down list to select the type of content that will appear on the template.
  • Size, Alignment, and Padding: Use the options in this section to edit Relative Cell Width, Minimum Height, Cell Padding, Cell Horizontal Alignment (Left, Right, Center, Center on Label (center aligned), or Center on Label (left aligned)), Cell Vertical Alignment (Top, Middle, or Bottom), and Label Width.
  • Select Save to save the changes on the pop-up, or select Cancel to close the pop-up without saving any changes.
ColumnsSelect an item from the drop-down to select and add columns to the template. Select Order ID or Recipient from the list, followed by selecting Add.
SaveSelect to return to the Layout Template list page with the new template added to the Custom Template List.
CancelSelect to clear the changes and return to the Layout Template list page.


Defining Report Body Templates

On the Layout Templates page, select Report Body from the Template Type drop-down list.

Template NameEnter the name of the template. This is a required field.
Template DescriptionEnter description text into the field to define details about the template.
ActiveSelect the checkbox to make the template active in the system so that it appears during searches.
Patient Comment Settings

Select this button to open the Patient Comments Settings pop-up, where you may define whether to display patient comments on the report, configure standard formatting options for both the comment's label and contents, select whether or not to suppress patient comment dates on reports, and set the number of comments to display and their display order.

Select Save to record the new settings, or select Cancel to return to the Layout Templates administration page without retaining your changes.

Order Comment Settings

Select this button to open the Order Comment Settings pop-up, where you may define whether to display order comments on the report, configure standard formatting options for both the comment's label and contents, select whether or not to suppress order comment dates on reports, and set the number of comments to display and their display order.

Select Save to record the new settings, or select Cancel to return to the Layout Templates administration page without retaining your changes.

Mailing Label Settings

Select this button to open the Mailing Label Settings pop-up, where you may configure the standard formatting options for mailing label text. In addition, you may set the margins to control where the system prints the mailing label information.

Select Save to record the new settings, or select Cancel to return to the Layout Templates administration page without retaining your changes.

Miscellaneous Settings

Select this button to open the Miscellaneous Settings pop-up, where you may define the order choice sort type, set the margins for the printed document based on the template, select the date and time format (AM/PM or Military), footer format, and show or hide headers for order choices that are in pending status.

Select Save to record the new settings, or select Cancel to return to the Layout Templates administration page without retaining your changes.

Although the setting for result reports is located on the body, enabling this on the result report body will cause the entire report to reflect the setting, even standard/alternate headers/footers.

Image Settings

Select to add or edit images for the template using the Layout Template Images pop-up. 

Show active only: Select the checkbox to display only active images in the system.

Edit: Select the Edit buttons to edit specific images.

Add New Image: Select to add new images to the pop-up.

Close: Select to close the pop-up when changes have been been made.

You may then add images to the layout template by selecting Image as the content type when defining groups (a cell and all of the tables, rows, and cells within that cell).

Grouping HeaderThe Grouping Header is only available if the Order Choice Sort Type is set to Sort By Report Group using the Miscellaneous Settings button. If it is available, then by default it displays at least one grouping of a table with one cell (when starting with a blank template), though they may contain more tables and/or cells (when starting with a system or custom template). Customize these sections by creating or editing groupings of data and organizing them in a table format. 
Suppress the Sample and Columns SectionsSelect the setting to hide the Sample Header and Columns sections on the report.
Order Choice InfoSelect an option from the Order Choice Info Template drop-down list to define the order choice information contained in the layout template. The list contains all of the order choice info layout templates created in the system.
ColumnsSelect an item from the drop-down to select and add columns to the template. Select Order ID or Recipient from the list, followed by selecting Add.
SaveSelect to return to the Layout Template list page with the new template added to the Custom Template List.
CancelSelect to clear the changes and return to the Layout Template list page.


Defining Report Footer Templates

On the Layout Templates page, select Report Footer from the Template Type drop-down list.

Template NameEnter the name of the template. This is a required field.
Template DescriptionEnter description text into the field to define details about the template.
ActiveSelect the checkbox to make the template active in the system so that it appears during searches.
Use Drag and DropSelect the checkbox to enable the drag-and-drop feature while creating a new template. When this checkbox is selected, movable boxes will appear. Drag the boxes to their desired location.
List Settings

Select to open the List Settings pop-up, where you may define whether to display the lab list and/or the recipient list in the footer of reports. For the Lab List, you can specify whether to display the Medical DirectorLab Director, or Both. For the Recipient List, you can specify which types of recipients to display in the footer: UserLocation, or Host.

Select Save to record the new settings, or select Cancel to return to the Layout Templates administration page without retaining your changes.

Order Comment Settings

Select this button to open the Order Comment Settings pop-up, where you may define whether to display order comments on the report, configure standard formatting options for both the comment's label and contents, select whether or not to suppress order comment dates on reports, and set the number of comments to display and their display order.

Select Save to record the new settings, or select Cancel to return to the Layout Templates administration page without retaining your changes.

Miscellaneous Settings

Select this button to open the Miscellaneous Settings pop-up.

Select the Show Footer After HPDF Attachments checkbox to display the result footer on the last HPDF attached page. 

Select the Display Microbiology Report Type name checkbox to display the report type in the footer of the microbiology report. 

Select Save to record the new settings, or select Cancel to return to the Layout Templates administration page without retaining your changes.

Image Settings

Select to add or edit images for the template using the Layout Template Images pop-up. 

Show active only: Select the checkbox to display only active images in the system.

Edit: Select the Edit buttons to edit specific images.

Add New Image: Select to add new images to the pop-up.

Close: Select to close the pop-up when changes have been been made.

You may then add images to the layout template by selecting Image as the content type when defining groups (a cell and all of the tables, rows, and cells within that cell).

Result FooterBy default, the Result Footer section displays at least one grouping of a table with one cell (when starting with a blank template), though it may contain more tables and/or cells (when starting with a system or custom template). Customize the section by creating or editing groupings of data and organizing them in a table format. 
T

Select T to open the Edit Table pop-up, where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options.

Enter values into the Outer Border and Inner Border fields to define the widths of the outer and inner borders in pixels. You can select the color pickers for Outer Border and Inner Border to define a color for the outer or inner border. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values.

Select the Background Shaded checkbox to apply a background shade to the table. Select the color picker to define a color for the background shading. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values. 

Select OK to apply the changes, or select Cancel to close the pop-up without saving any changes.

C

Select C to open the Cell Menu pop-up to edit the template's cells.

Select Add Row and Move Cell in order to move the respective rows and cells.

Select Delete Row to delete rows from the table.

Select Make Table to create a new table.

Select Edit to edit the cells on the Edit Cell pop-up.

  • Content: Select the drop-down list to select the type of content that will appear on the template.
  • Size, Alignment, and Padding: Use the options in this section to edit Relative Cell Width, Minimum Height, Cell Padding, Cell Horizontal Alignment (Left, Right, Center, Center on Label (center aligned), or Center on Label (left aligned)), Cell Vertical Alignment (Top, Middle, or Bottom), and Label Width.
  • Select Save to save the changes on the pop-up, or select Cancel to close the pop-up without saving any changes.
SaveSelect to return to the Layout Template list page with the new template added to the Custom Template List.
CancelSelect to clear the changes and return to the Layout Template list page.


Defining Report Grouping Header Templates

On the Layout Templates page, select Report Grouping Header from the Template Type drop-down list.

Template NameEnter the name of the template. This is a required field.
Template DescriptionEnter description text into the field to define details about the template.
ActiveSelect the checkbox to make the template active in the system so that it appears during searches.
Use Drag and DropSelect the checkbox to enable the drag-and-drop feature while creating a new template. When this checkbox is selected, movable boxes will appear. Drag the boxes to their desired location.
Miscellaneous Settings

Select to open the Miscellaneous Settings pop-up, where you may edit the margins for the report.

Enter values (in inches) in the Margin Top, Margin Bottom, Margin Left, and Margin Right fields.

Select Save to record the new settings, or select Cancel to return to the Layout Templates page without retaining your changes. 

Image Settings

Select to add or edit images for the template using the Layout Template Images pop-up. 

Show active only: Select the checkbox to display only active images in the system.

Edit: Select the Edit buttons to edit specific images.

Add New Image: Select to add new images to the pop-up.

Close: Select to close the pop-up when changes have been been made.

You may then add images to the layout template by selecting Image as the content type when defining groups (a cell and all of the tables, rows, and cells within that cell).

Label Font

Select the drop-down list to select a font for the text that appears on the template. Select either Helvetica, Courier, or Times from the drop-down.

Label Size Select the drop-down to specify the size of the labels that appear on the template. You may select a size ranging from 6pt to 18pt font. 
Content Font Select the drop-down to select a style of font for the content. Select either Helvetica, Courier, or Times from the drop-down. 
Content Size Select the drop-down to specify the size of the content text that appears on the template. You may select a size ranging from 6pt to 18pt font.
Apply to all cells/columns Select to apply the previous selections to the template.
T

Select T to open the Edit Table pop-up, where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options.

Enter values into the Outer Border and Inner Border fields to define the widths of the outer and inner borders in pixels. You can select the color pickers for Outer Border and Inner Border to define a color for the outer or inner border. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values.

Select the Background Shaded checkbox to apply a background shade to the table. Select the color picker to define a color for the background shading. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values. 

Select OK to apply the changes, or select Cancel to close the pop-up without saving any changes.

C

Select C to open the Cell Menu pop-up to edit the template's cells.

Select Add Row and Move Cell in order to move the respective rows and cells.

Select Delete Row to delete rows from the table.

Select Make Table to create a new table.

Select Edit to edit the cells on the Edit Cell pop-up.

  • Content: Select the drop-down list to select the type of content that will appear on the template.
  • Size, Alignment, and Padding: Use the options in this section to edit Relative Cell Width, Minimum Height, Cell Padding, Cell Horizontal Alignment (Left, Right, Center, Center on Label (center aligned), or Center on Label (left aligned)), Cell Vertical Alignment (Top, Middle, or Bottom), and Label Width.
  • Select Save to save the changes on the pop-up, or select Cancel to close the pop-up without saving any changes.
SaveSelect to return to the Layout Template list page with the new template added to the Custom Template List.
CancelSelect to clear the changes and return to the Layout Template list page.


Defining Report Header Templates

On the Layout Templates page, select Report Header from the Template Type drop-down list.

Template NameEnter the name of the template. This is a required field.
Template DescriptionEnter description text into the field to define details about the template.
ActiveSelect the checkbox to make the template active in the system so that it appears during searches.
Use Drag and DropSelect the checkbox to enable the drag-and-drop feature while creating a new template. When this checkbox is selected, movable boxes will appear. Drag the boxes to their desired location.
Image Settings

Select to add or edit images for the template using the Layout Template Images pop-up. 

Show active only: Select the checkbox to display only active images in the system.

Edit: Select the Edit buttons to edit specific images.

Add New Image: Select to add new images to the pop-up.

Close: Select to close the pop-up when changes have been been made.

You may then add images to the layout template by selecting Image as the content type when defining groups (a cell and all of the tables, rows, and cells within that cell).

Result HeaderDefine the layout of the Result Header section. By default, the Result Header section displays at least one grouping of a table with one cell (when starting with a blank template), though it may contain more tables and/or cells (when starting with a system or custom template). Customize the section by creating or editing groupings of data or organizing it in a table format. 
T

Select T to open the Edit Table pop-up, where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options.

Enter values into the Outer Border and Inner Border fields to define the widths of the outer and inner borders in pixels. You can select the color pickers for Outer Border and Inner Border to define a color for the outer or inner border. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values.

Select the Background Shaded checkbox to apply a background shade to the table. Select the color picker to define a color for the background shading. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values. 

Select OK to apply the changes, or select Cancel to close the pop-up without saving any changes.

C

Select C to open the Cell Menu pop-up to edit the template's cells.

Select Add Row and Move Cell in order to move the respective rows and cells.

Select Delete Row to delete rows from the table.

Select Make Table to create a new table.

Select Edit to edit the cells on the Edit Cell pop-up.

  • Content: Select the drop-down list to select the type of content that will appear on the template.
  • Size, Alignment, and Padding: Use the options in this section to edit Relative Cell Width, Minimum Height, Cell Padding, Cell Horizontal Alignment (Left, Right, Center, Center on Label (center aligned), or Center on Label (left aligned)), Cell Vertical Alignment (Top, Middle, or Bottom), and Label Width.
  • Select Save to save the changes on the pop-up, or select Cancel to close the pop-up without saving any changes.
SaveSelect to return to the Layout Template list page with the new template added to the Custom Template List.
CancelSelect to clear the changes and return to the Layout Template list page.


Defining Report Order Choice Information Templates

On the Layout Templates page, select Report Order Choice Information from the Template Type drop-down list.

Template NameEnter the name of the template. This is a required field.
Template DescriptionEnter description text into the field to define details about the template.
ActiveSelect the checkbox to make the template active in the system so that it appears during searches.
Use Drag and DropSelect the checkbox to enable the drag-and-drop feature while creating a new template. When this checkbox is selected, movable boxes will appear. Drag the boxes to their desired location.
Order Choice Comment Settings

Select this button to open the Order Choice Comment Settings pop-up, where you may define whether to display order choice comments on the report, configure standard formatting options for both the comment's label and contents, select whether or not to suppress order choice comment dates on reports, and set the number of comments to display and their display order.

Show Order Choice Comments: Select the checkbox to have order choice comments displayed on the report.

If this template is assigned to an order choice, use the report's default settings: Select the checkbox to determine which Result Order Choice Information Template settings the system uses when creating a report. When this option is selected and there is a Result Order Choice Information Template defined for an order choice on the Order Choices administration page, then the system uses the Result Order Choice Information Template that the report's Result Body Template uses. If this option is not selected, the system uses the settings from that layout template for the report.

Order Choice Comment Label Settings and Order Choice Comment Content Settings: Select the specific checkboxes in these sections to configure label and content settings, including label/comment font, font size, boldness, etc. Select specific options from the drop-down lists to apply those options.

Suppress Order Choice Comment Dates: Select the checkbox to have the system suppress the dates of the order choice comments.

Number of Order Choice Comments to Display: Enter a value in the field to specify the number of order choice comments that should be displayed on the report. The default value is 3. Select the Show All checkbox to have all of the order choice comments displayed on the report.

Order Choice Comment Display Order: Select an option from the drop-down list to specify the order in which the order choice comments are displayed. Select either Oldest First or Most Recent First from the list.

Background Shaded: Select the checkbox to make the background of the report shaded.

Order Choice Comments Position: Select an option from the drop-down list to modify the order choice comment position on the report. Select either Before Results or After Results from the drop-down list.

Select Save to record the new settings, or select Cancel to return to the Layout Templates administration page without retaining your changes.

Abnormal Flag Settings

Select this button to open the Abnormal Flag Settings pop-up, where you may define the abnormal and critical flags and the formatting of the results and flags. The options you may define include:

  • Generic values that the system adds to reports if an abnormal flag is received that does not match one of the system supported values (H, HH, H!, L, LL , L!, N). If an unsupported flag value has one character, the system uses the Abnormal Flag Generic value. If an unsupported flag value has more than one character, the system uses the Critical Flag Generic value.
  • Standard formatting options (font, font size, font color, bold, italic, underline).
  • Setting whether or not there is a box around the abnormal or critical values or rows.

Select Save to record the new settings, or select Cancel to return to the Layout Templates administration page without retaining your changes. 

Result Format Settings

Select this button to open the Result Format Settings pop-up, where you may configure the standard formatting options for result notes and comments, as well as set display values for corrected flags, previous values of corrected results, historical data, result comments, separator lines, test names, page breaks between results, hiding header rows, and padding for order choice headers.

Display Microbiology Abnormal Order Choice-level flag: Select the checkbox to display the order choice-level flag element on microbiology reports.

Display Microbiology Report Type name: Select the checkbox to display the report type on microbiology reports.

Format Numeric Results with Commas: Select the checkbox to have the system print all numeric results over 999 and less than -999 on the report with commas.

SNOMED Field Codes: Select the drop-down to specify how SNOMED codes are configured on result reports. When a SNOMED result appears on a result report, the SNOMED code is displayed on the report as the result text. Select either Select field code to insert into the body, SNOMED Code, or Description from the drop-down. When an option is selected from the drop-down, the option appears in the SNOMED Text text field in the form of "~snomedCode~," "~snomedCode~," or "~description~." Select the SNOMED Text Data Set Delimiter drop-down to specify the type of delimiter that will separate entries. Select either Comma, Space, or Carriage return from the list. The delimiter will be used between SNOMED codes with the same code (if a code matches more than one SNOMED item, they will all be displayed in the text with the delimiter separating the entries).

Select Save to record the new settings, or select Cancel to return to the Layout Templates administration page without retaining your changes.

Image Settings

Select to add or edit images for the template using the Layout Template Images pop-up. 

Show active only: Select the checkbox to display only active images in the system.

Edit: Select the Edit buttons to edit specific images.

Add New Image: Select to add new images to the pop-up.

Close: Select to close the pop-up when changes have been been made.

You may then add images to the layout template by selecting Image as the content type when defining groups (a cell and all of the tables, rows, and cells within that cell).

Order Choice HeaderDefine the layout of the Order Choice Header section. By default, the Order Choice Header section displays at least one grouping of a table with one cell (when starting with a blank template), though it may contain more tables and/or cells (when starting with a system or custom template). Customize the section by creating or editing groupings of data or organizing it in a table format. 
If this template is assigned to an order choice, use the report's default settings Select or clear the checkbox to determine which Result Order Choice Information Template settings the system uses when creating a report. When this option is selected and there is a Result Order Choice Information Template defined for an order choice on the Order Choices administration page, then the system uses the Result Order Choice Information Template that the report's Result Body Template uses. If this option is not selected, the system uses the settings from that layout template for the report.
T

Select T to open the Edit Table pop-up, where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options.

Enter values into the Outer Border and Inner Border fields to define the widths of the outer and inner borders in pixels. You can select the color pickers for Outer Border and Inner Border to define a color for the outer or inner border. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values.

Select the Background Shaded checkbox to apply a background shade to the table. Select the color picker to define a color for the background shading. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values. 

Select OK to apply the changes, or select Cancel to close the pop-up without saving any changes.

C

Select C to open the Cell Menu pop-up to edit the template's cells.

Select Add Row and Move Cell in order to move the respective rows and cells.

Select Delete Row to delete rows from the table.

Select Make Table to create a new table.

Select Edit to edit the cells on the Edit Cell pop-up.

  • Content: Select the drop-down list to select the type of content that will appear on the template.
    • Select Toxicology Cancellation Section to display a table of cancelled order choices on the report. To display on the report in this section, the order choices' Show on lab report when cancelled setting must be enabled. This section will be completely hidden if there are no cancelled order choices.
    • Select Toxicology Historical Report Pane from the Content drop-down list to configure historical results to display on the toxicology report. See the "Toxicology Historical Report Pane" section below.
    • Select Toxicology Report Pane from the Content drop-down list to configure the toxicology report. See the "Toxicology Report Pane" section below.
  • Size, Alignment, and Padding: Use the options in this section to edit Relative Cell Width, Minimum Height, Cell Padding, Cell Horizontal Alignment (Left, Right, Center, Center on Label (center aligned), or Center on Label (left aligned)), Cell Vertical Alignment (Top, Middle, or Bottom), and Label Width.
  • Select Save to save the changes on the pop-up, or select Cancel to close the pop-up without saving any changes.
ColumnsThis section contains several selections by default, though you may add, modify, or delete columns from the template, as well as customize how the information in the columns appears. 
SaveSelect to return to the Layout Template list page with the new template added to the Custom Template List.
CancelSelect to clear the changes and return to the Layout Template list page.


Toxicology Historical Report Pane

Use the Report Order Choice Information template's Edit Cell pop-up to configure the historical results section of a toxicology lab report.

These settings are available only with a Toxicology license.

Access these settings: Report Order Choice Information template type > select the C button > Edit > Select Toxicology Historical Report Pane from the Content drop-down list.

In addition to the Size, Alignment, and Padding; Label Properties; and Content Properties sections (see above), the Toxicology Historical Report Pane content type has the Toxicology Report Properties section, where you can configure how the historical confirmatory tests display on this report section. 

If there are no tests that fall within the filter requirements, the message "No results meet historical filter criteria" will display in the Toxicology Historical Report Pane section.

Toxicology Report Properties
Confirmatory

Select the Show all Confirmatory checkbox to display all historical confirmatory tests on this toxicology report section.

  • Show ___ historical results: Enter a number of historical results to display in this report section. You can enter a value up to 5.
  • Show ___ results per row: Enter a number of historical results to display per row in this report section. You can enter a value up to 5.
  • Show results from the past ___ months: Enter the number of months you'd like results shown from. You can enter a value up to 12.
  • Only show results relevant to current patient medication(s): Select the checkbox to display only historical results that apply to the medications the patient is currently taking.
  • Sort Order: Use the drop-down list to select the how the historical results are sorted on the report. Choose Alphabetic to sort alphabetically; this is the default option. Choose Test Sort Order to use the sort order from the test build screen.
  • Limit to tests with an Interpreted value in list: Enter the value of the interpretation in the field. Select Add to add the value to the list. For example, enter the value Positive for the system to pull into this report section only the historical confirmatory tests that have an interpretation of Positive. Select the X to remove the value from the list.
  • Limit to tests with a Consistency value in list: Enter the value of the consistency in the field. Select Add to add the value to the list. For example, enter the value Consistent for the system to pull into this report section only the historical confirmatory tests that have a consistency of Consistent. Select the X to remove the value from the list.
  • Columns to display: Use this section to customize how the columns display on the result table. Select columns from the Available columns list and select the right arrow button to add them to the Selected columns list. Select the left arrow button to remove them from the Selected columns list and place them back in the Available columns list. Select the column name (from the Selected columns list) and select Edit to modify the column header name via the Edit Toxicology Column pop-up. Upon saving, the changed column header name will appear along with its changed name; for example "Test Name (New entered name)". To modify, select the column and select the Edit button.

    Note

    Editing column attributes: The system will only save the changes made to the column if it was selected and modified on the Selected columns side.


Toxicology Report Pane

Use the Report Order Choice Information template's Edit Cell pop-up to configure the sections of a toxicology lab report. 

These settings are available only with a Toxicology license.


Access these settings: Report Order Choice Information template type > select the C button > Edit > Select Toxicology Report Pane from the Content drop-down list

In addition to the Size, Alignment, and Padding; Label Properties; and Content Properties sections (see above), the Toxicology Report Pane content type has the Toxicology Report Properties section, where you can configure how confirmatory, screening, and validity toxicology test types display on this report section. 

The report will not display a configured Toxicology Report Pane cell if there are no tests that fall within the filter or test type requirements. 

Toxicology Report Properties

Confirmatory

Select the Show all Confirmatory checkbox to display all confirmatory tests on this toxicology report section.

  • Group by Medication class: Select this checkbox to sort the tests by medication class of the medication (or metabolite if there is no associated medication) associated to the respective test. The medication classes will be listed on the report in alphabetical order.
  • Sort Order: Use the drop-down list to select the how the tests are sorted on the report. Choose Alphabetized to sort alphabetically; this is the default option. Choose Test Sort Order to use the sort order from the test build screen.
  • Limit to tests with an Interpreted value in list: Enter the value of the interpretation in the field. Select Add to add the value to the list. For example, enter the value Positive for the system to pull into this report section only the confirmatory tests that have an interpretation of Positive. Select the X to remove the value from the list.
  • Limit to tests with a Consistency value in list: Enter the value of the consistency in the field. Select Add to add the value to the list. For example, enter the value Consistent for the system to pull into this report section only the confirmatory tests that have a consistency of Consistent. Select the X to remove the value from the list.
  • Columns to display: Use this section to customize how the columns display on the result table. Select columns from the Available columns list and select the right arrow button to add them to the Selected columns list. Select the left arrow button to remove them from the Selected columns list and place them back in the Available columns list. Select the column name (from the Selected columns list) and select Edit to modify the column header name via the Edit Toxicology Column pop-up. Upon saving, the changed column header name will appear along with its changed name; for example "Test Name (New entered name)". For the Quantitative column, you can also enter values in the Limit to Quantitative values in list field to have the system pull into this column only the quantitative values listed. Select the X to remove the value from the list. Upon saving, the Quantitative column will appear with a green ellipsis in parentheses, indicating that values are saved there. To modify, select the column and select the Edit button.

    Note

    Editing column attributes: The system will only save the changes made to the column if it was selected and modified on the Selected columns side.

Screening

Select the Show all Screening checkbox to display all screening tests on this toxicology report section. 

  • Group by Medication class: Select this checkbox to sort the tests by medication class of the medication associated to the respective test. The medication classes will be listed on the report in alphabetical order.
  • Sort Order: Use the drop-down list to select the how the tests are sorted on the report. Choose Alphabetized to sort alphabetically; this is the default option. Choose Test Sort Order to use the sort order from the test build screen.
  • Columns to display: Use this section to customize how the columns display on the result table. Select columns from the Available columns list and select the right arrow button to add them to the Selected columns list. Select the left arrow button to remove them from the Selected columns list and place them back in the Available columns list. Select the column name (from the Selected columns list) and select Edit to modify the column header name via the Edit Toxicology Column pop-up. Upon saving, the changed column header name will appear along with its changed name; for example "Test Name (New entered name)". For the Result column, you can also have the system display normal results, abnormal results, and/or critical results in the column by selecting the respective checkbox. Upon saving, the Result column will appear with a green N icon if you selected to display normal results, a red A icon if you selected to display abnormal results, and a red exclamation mark icon if you selected to display critical results. To modify, select the column and select the Edit button.

    Editing column attributes: The system will only save the changes made to the column if it was selected and modified on the Selected columns side.

Validity

Select the Show all Validity checkbox to display all validity tests on the toxicology report section. You cannot have validity tests in the same section as confirmatory and screening tests, so this checkbox is disabled if the Show all Confirmatory and/or the Show all Screening checkboxes are selected.

  • Sort Order: Use the drop-down list to select the how the tests are sorted on the report. Choose Alphabetized to sort alphabetically; this is the default option. Choose Test Sort Order to use the sort order from the test build screen.
  • Columns to display: Use this section to customize how the columns display on the report section. Select columns from the Available columns list and select the right arrow button to add them to the Selected columns list. Select the left arrow button to remove them from the Selected columns list and place them back in the Available columns list. Select the column name and select Edit to modify the column header name via the Edit Toxicology Column pop-up. Upon saving, the changed column header name will appear along with its changed name; for example "Test Name (New entered name)". 

    Note

    Editing column attributes: The system will only save the changes made to the column if it was selected and modified on the Selected columns side.


Defining Report Page Footer Templates

On the Layout Templates page, select Report Page Footer from the Template Type drop-down list.

Template NameEnter the name of the template. This is a required field.
Template DescriptionEnter description text into the field to define details about the template.
ActiveSelect the checkbox to make the template active in the system so that it appears during searches.
Use Drag and DropSelect the checkbox to enable the drag-and-drop feature while creating a new template. When this checkbox is selected, movable boxes will appear. Drag the boxes to their desired location.
Miscellaneous Settings

Select to open the Miscellaneous Settings pop-up, where you may edit the margins for the report.

Enter values (in inches) in the Margin Top, Margin Bottom, Margin Left, and Margin Right fields.

Select Save to record the new settings, or select Cancel to return to the Layout Templates page without retaining your changes. 

Image Settings

Select to add or edit images for the template using the Layout Template Images pop-up. 

Show active only: Select the checkbox to display only active images in the system.

Edit: Select the Edit buttons to edit specific images.

Add New Image: Select to add new images to the pop-up.

Close: Select to close the pop-up when changes have been been made.

You may then add images to the layout template by selecting Image as the content type when defining groups (a cell and all of the tables, rows, and cells within that cell).

Result Page FooterDefine the layout of the Order Choice Header section. By default, the Order Choice Header section displays at least one grouping of a table with one cell (when starting with a blank template), though it may contain more tables and/or cells (when starting with a system or custom template). Customize the section by creating or editing groupings of data or organizing it in a table format. 
Label Font

Select the drop-down list to select a font for the text that appears on the template. Select either Helvetica, Courier, or Times from the drop-down.

Label Size Select the drop-down to specify the size of the labels that appear on the template. You may select a size ranging from 6pt to 18pt font. 
Content Font Select the drop-down to select a style of font for the content. Select either Helvetica, Courier, or Times from the drop-down. 
Content Size Select the drop-down to specify the size of the content text that appears on the template. You may select a size ranging from 6pt to 18pt font.
Apply to all cells/columns Select to apply the previous selections to the template.
T

Select T to open the Edit Table pop-up, where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options.

Enter values into the Outer Border and Inner Border fields to define the widths of the outer and inner borders in pixels. You can select the color pickers for Outer Border and Inner Border to define a color for the outer or inner border. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values.

Select the Background Shaded checkbox to apply a background shade to the table. Select the color picker to define a color for the background shading. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values. 

Select OK to apply the changes, or select Cancel to close the pop-up without saving any changes.

C

Select C to open the Cell Menu pop-up to edit the template's cells.

Select Add Row and Move Cell in order to move the respective rows and cells.

Select Delete Row to delete rows from the table.

Select Make Table to create a new table.

Select Edit to edit the cells on the Edit Cell pop-up.

  • Content: Select the drop-down list to select the type of content that will appear on the template. Options include AP Case ID, AP Case ID Bar Code, AP Order Choice Collection Date/Time, AP Order Choice Received Date/Time, AP Report Type Name, AP Performing Location Text, Associated Providers Button, Available Profiles Button, Blank Cell, Clinical Study Select, Client Address, Client Fax Number, Client ID, Client Name, Client Phone Number, Client Tier, Courier Notes, Current AP Report Issued Date/Time, Encounter Admitting Provider Complete Name, Encounter Attending Provider Complete Name, Encounter Referring Provider Complete Name, Final AP Report Issued Date/Time, Horizontal Line, Order ID Bar Code, Practice Name, Route Hours, Sales Person, or Supply History Button.
  • Size, Alignment, and Padding: Use the options in this section to edit Relative Cell Width, Minimum Height, Cell Padding, Cell Horizontal Alignment (Left, Right, Center, Center on Label (center aligned), or Center on Label (left aligned)), Cell Vertical Alignment (Top, Middle, or Bottom), and Label Width.
  • Select Save to save the changes on the pop-up, or select Cancel to close the pop-up without saving any changes.
SaveSelect to return to the Layout Template list page with the new template added to the Custom Template List.
CancelSelect to clear the changes and return to the Layout Template list page.


Defining Requisition Templates

On the Layout Templates page, select Requisition from the Template Type drop-down list.

Template NameEnter the name of the template. This is a required field.
Template DescriptionEnter description text into the field to define details about the template.
ActiveSelect the checkbox to make the template active in the system so that it appears during searches.
Use Drag and DropSelect the checkbox to enable the drag-and-drop feature while creating a new template. When this checkbox is selected, movable boxes will appear. Drag the boxes to their desired location.
Miscellaneous Settings

Select to open the Miscellaneous Settings pop-up, where you may edit the margins for the report.

Enter values (in inches) in the Margin Top, Margin Bottom, Margin Left, and Margin Right fields.

Select Save to record the new settings, or select Cancel to return to the Layout Templates page without retaining your changes. 

Image Settings

Select to add or edit images for the template using the Layout Template Images pop-up. 

Show active only: Select the checkbox to display only active images in the system.

Edit: Select the Edit buttons to edit specific images.

Add New Image: Select to add new images to the pop-up.

Close: Select to close the pop-up when changes have been been made.

You may then add images to the layout template by selecting Image as the content type when defining groups (a cell and all of the tables, rows, and cells within that cell).

Label Font

Select the drop-down list to select a font for the text that appears on the template. Select either Helvetica, Courier, or Times from the drop-down.

Label Size Select the drop-down to specify the size of the labels that appear on the template. You may select a size ranging from 6pt to 18pt font. 
Content Font Select the drop-down to select a style of font for the content. Select either Helvetica, Courier, or Times from the drop-down. 
Content Size Select the drop-down to specify the size of the content text that appears on the template. You may select a size ranging from 6pt to 18pt font.
Apply to all cells/columns Select to apply the previous selections to the template.
T

Select T to open the Edit Table pop-up, where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options.

Enter values into the Outer Border and Inner Border fields to define the widths of the outer and inner borders in pixels. You can select the color pickers for Outer Border and Inner Border to define a color for the outer or inner border. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values.

Select the Background Shaded checkbox to apply a background shade to the table. Select the color picker to define a color for the background shading. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values. 

Select OK to apply the changes, or select Cancel to close the pop-up without saving any changes.

C

Select C to open the Cell Menu pop-up to edit the template's cells.

Select Add Row and Move Cell in order to move the respective rows and cells.

Select Delete Row to delete rows from the table.

Select Make Table to create a new table.

Select Edit to edit the cells on the Edit Cell pop-up.

  • Content: Select the drop-down list to select the type of content that will appear on the template. Options include Associated Providers Button, Available Profiles Button, Blank Cell, Clinical Study Select, Client Address, Client Fax Number, Client ID, Client Name, Client Phone Number, Client Tier, Courier Notes, Distinct Collection Location Billing Account, Horizontal Line, Practice Name, Route Hours, Sales Person, or Supply History Button.
  • Size, Alignment, and Padding: Use the options in this section to edit Relative Cell Width, Minimum Height, Cell Padding, Cell Horizontal Alignment (Left, Right, Center, Center on Label (center aligned), or Center on Label (left aligned)), Cell Vertical Alignment (Top, Middle, or Bottom), and Label Width.
  • Select Save to save the changes on the pop-up, or select Cancel to close the pop-up without saving any changes.
SaveSelect to return to the Layout Template list page with the new template added to the Custom Template List.
CancelSelect to clear the changes and return to the Layout Template list page.


Defining Route Group Report Templates

On the Layout Templates page, select Route Group Report from the Template Type drop-down list.

Template NameEnter the name of the template. This is a required field.
Template DescriptionEnter description text into the field to define details about the template.
ActiveSelect the checkbox to make the template active in the system so that it appears during searches.
Use Drag and DropSelect the checkbox to enable the drag-and-drop feature while creating a new template. When this checkbox is selected, movable boxes will appear. Drag the boxes to their desired location.
Miscellaneous Settings

Select to open the Miscellaneous Settings pop-up, where you may edit the margins for the report.

Enter values (in inches) in the Margin Top, Margin Bottom, Margin Left, and Margin Right fields.

Select Save to record the new settings, or select Cancel to return to the Layout Templates page without retaining your changes. 

Image Settings

Select to add or edit images for the template using the Layout Template Images pop-up. 

Show active only: Select the checkbox to display only active images in the system.

Edit: Select the Edit buttons to edit specific images.

Add New Image: Select to add new images to the pop-up.

Close: Select to close the pop-up when changes have been been made.

You may then add images to the layout template by selecting Image as the content type when defining groups (a cell and all of the tables, rows, and cells within that cell).

Label Font

Select the drop-down list to select a font for the text that appears on the template. Select either Helvetica, Courier, or Times from the drop-down.

Label Size Select the drop-down to specify the size of the labels that appear on the template. You may select a size ranging from 6pt to 18pt font. 
Content Font Select the drop-down to select a style of font for the content. Select either Helvetica, Courier, or Times from the drop-down. 
Content Size Select the drop-down to specify the size of the content text that appears on the template. You may select a size ranging from 6pt to 18pt font.
Apply to all cells/columns Select to apply the previous selections to the template.
T

Select T to open the Edit Table pop-up, where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options.

Enter values into the Outer Border and Inner Border fields to define the widths of the outer and inner borders in pixels. You can select the color pickers for Outer Border and Inner Border to define a color for the outer or inner border. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values.

Select the Background Shaded checkbox to apply a background shade to the table. Select the color picker to define a color for the background shading. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values. 

Select OK to apply the changes, or select Cancel to close the pop-up without saving any changes.

C

Select C to open the Cell Menu pop-up to edit the template's cells.

Select Add Row and Move Cell in order to move the respective rows and cells.

Select Delete Row to delete rows from the table.

Select Make Table to create a new table.

Select Edit to edit the cells on the Edit Cell pop-up.

  • Content: Select the drop-down list to select the type of content that will appear on the template. Options include Associated Providers Button, Available Profiles Button, Blank Cell, Clinical Study Select, Client Address, Client Fax Number, Client ID, Client Name, Client Phone Number, Client Tier, Courier Notes, Distinct Collection Location Billing Account, Horizontal Line, Practice Name, Route Hours, Sales Person, or Supply History Button.
  • Size, Alignment, and Padding: Use the options in this section to edit Relative Cell Width, Minimum Height, Cell Padding, Cell Horizontal Alignment (Left, Right, Center, Center on Label (center aligned), or Center on Label (left aligned)), Cell Vertical Alignment (Top, Middle, or Bottom), and Label Width.
  • Select Save to save the changes on the pop-up, or select Cancel to close the pop-up without saving any changes.
Client ColumnsSelect an item from the drop-down to select and add columns to the template. Select either Client Address, Client Hours, Client ID, Client Name, Client Phone, Courier Notes, Route Completed, Stop Status, User-defined Text, or User-defined Text Area from the list, followed by selecting the Add button.
Task ColumnsSelect an item from the drop-down to select and add columns to the template. Select either Task Complete, Task Date, Task Notes, or Task Type from the list, followed by selecting Add.
SaveSelect to return to the Layout Template list page with the new template added to the Custom Template List.
CancelSelect to clear the changes and return to the Layout Template list page.


Defining Single Standing Order Templates

On the Layout Templates page, select Single Standing Order from the Template Type drop-down list.

Template NameEnter the name of the template. This is a required field.
Template DescriptionEnter description text into the field to define details about the template.
ActiveSelect the checkbox to make the template active in the system so that it appears during searches.
Use Drag and DropSelect the checkbox to enable the drag-and-drop feature while creating a new template. When this checkbox is selected, movable boxes will appear. Drag the boxes to their desired location.
Miscellaneous Settings

Select to open the Miscellaneous Settings pop-up, where you may edit the margins for the report.

Enter values (in inches) in the Margin Top, Margin Bottom, Margin Left, and Margin Right fields.

Select Save to record the new settings, or select Cancel to return to the Layout Templates page without retaining your changes. 

Image Settings

Select to add or edit images for the template using the Layout Template Images pop-up. 

Show active only: Select the checkbox to display only active images in the system.

Edit: Select the Edit buttons to edit specific images.

Add New Image: Select to add new images to the pop-up.

Close: Select to close the pop-up when changes have been been made.

You may then add images to the layout template by selecting Image as the content type when defining groups (a cell and all of the tables, rows, and cells within that cell).

Label Font

Select the drop-down list to select a font for the text that appears on the template. Select either Helvetica, Courier, or Times from the drop-down.

Label Size Select the drop-down to specify the size of the labels that appear on the template. You may select a size ranging from 6pt to 18pt font. 
Content Font Select the drop-down to select a style of font for the content. Select either Helvetica, Courier, or Times from the drop-down. 
Content Size Select the drop-down to specify the size of the content text that appears on the template. You may select a size ranging from 6pt to 18pt font.
Apply to all cells/columns Select to apply the previous selections to the template.
T

Select T to open the Edit Table pop-up, where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options.

Enter values into the Outer Border and Inner Border fields to define the widths of the outer and inner borders in pixels. You can select the color pickers for Outer Border and Inner Border to define a color for the outer or inner border. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values.

Select the Background Shaded checkbox to apply a background shade to the table. Select the color picker to define a color for the background shading. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values. 

Select OK to apply the changes, or select Cancel to close the pop-up without saving any changes.

C

Select C to open the Cell Menu pop-up to edit the template's cells.

Select Add Row and Move Cell in order to move the respective rows and cells.

Select Delete Row to delete rows from the table.

Select Make Table to create a new table.

Select Edit to edit the cells on the Edit Cell pop-up.

  • Content: Select the drop-down list to select the type of content that will appear on the template. Options include Associated Providers Button, Available Profiles Button, Blank Cell, Clinical Study Select, Client Address, Client Fax Number, Client ID, Client Name, Client Phone Number, Client Tier, Courier Notes, Distinct Collection Location Billing Account, Horizontal Line, Practice Name, Route Hours, Sales Person, or Supply History Button.
  • Size, Alignment, and Padding: Use the options in this section to edit Relative Cell Width, Minimum Height, Cell Padding, Cell Horizontal Alignment (Left, Right, Center, Center on Label (center aligned), or Center on Label (left aligned)), Cell Vertical Alignment (Top, Middle, or Bottom), and Label Width.
  • Select Save to save the changes on the pop-up, or select Cancel to close the pop-up without saving any changes.
SaveSelect to return to the Layout Template list page with the new template added to the Custom Template List.
CancelSelect to clear the changes and return to the Layout Template list page.


Defining Data Browser Templates

In order to create data browser templates, you must access this page via the Data Browsers page. See the Data Browsers topic.

Template NameEnter the name of the template. This is a required field.
Template DescriptionEnter description text into the field to define details about the template.
ActiveSelect the checkbox to make the template active in the system so that it appears during searches.
Use Drag and DropSelect the checkbox to enable the drag-and-drop feature while creating a new template.
Date/Time FormatSelect an option from the drop-down to specify how the date/time will appear on the template. Select either AM/PM, Military, or AM/PM (with space before) from the drop-down list.
Data Browser ColumnsThe Data Browser Columns section contains several selections by default, though you may add, modify, or delete columns from the template, as well as customize how the information in the columns appears. 
SaveSelect to return to the Layout Template list page with the new template added to the Custom Template List.
CancelSelect to clear the changes and return to the Layout Template list page.


Defining Staff Password Templates

On the Layout Templates page, select Staff Password from the Template Type drop-down list.

Template NameEnter the name of the template. This is a required field.
Template DescriptionEnter description text into the field to define details about the template.
ActiveSelect the checkbox to make the template active in the system so that it appears during searches.
Use Drag and DropSelect the checkbox to enable the drag-and-drop feature while creating a new template. When this checkbox is selected, movable boxes will appear. Drag the boxes to their desired location.
Miscellaneous Settings

Select to open the Miscellaneous Settings pop-up, where you may edit the margins for the report.

Enter values (in inches) in the Margin Top, Margin Bottom, Margin Left, and Margin Right fields.

Select Save to record the new settings, or select Cancel to return to the Layout Templates page without retaining your changes. 

Image Settings

Select to add or edit images for the template using the Layout Template Images pop-up. 

Show active only: Select the checkbox to display only active images in the system.

Edit: Select the Edit buttons to edit specific images.

Add New Image: Select to add new images to the pop-up.

Close: Select to close the pop-up when changes have been been made.

You may then add images to the layout template by selecting Image as the content type when defining groups (a cell and all of the tables, rows, and cells within that cell).

Label Font

Select the drop-down list to select a font for the text that appears on the template. Select either Helvetica, Courier, or Times from the drop-down.

Label Size Select the drop-down to specify the size of the labels that appear on the template. You may select a size ranging from 6pt to 18pt font. 
Content Font Select the drop-down to select a style of font for the content. Select either Helvetica, Courier, or Times from the drop-down. 
Content Size Select the drop-down to specify the size of the content text that appears on the template. You may select a size ranging from 6pt to 18pt font.
Apply to all cells/columns Select to apply the previous selections to the template.
T

Select T to open the Edit Table pop-up, where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options.

Enter values into the Outer Border and Inner Border fields to define the widths of the outer and inner borders in pixels. You can select the color pickers for Outer Border and Inner Border to define a color for the outer or inner border. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values.

Select the Background Shaded checkbox to apply a background shade to the table. Select the color picker to define a color for the background shading. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values. 

Select OK to apply the changes, or select Cancel to close the pop-up without saving any changes.

C

Select C to open the Cell Menu pop-up to edit the template's cells.

Select Add Row and Move Cell in order to move the respective rows and cells.

Select Delete Row to delete rows from the table.

Select Make Table to create a new table.

Select Edit to edit the cells on the Edit Cell pop-up.

  • Content: Select the drop-down list to select the type of content that will appear on the template. Options include Associated Providers Button, Available Profiles Button, Blank Cell, Clinical Study Select, Client Address, Client Fax Number, Client ID, Client Name, Client Phone Number, Client Tier, Courier Notes, Distinct Collection Location Billing Account, Horizontal Line, Practice Name, Route Hours, Sales Person, or Supply History Button.
  • Size, Alignment, and Padding: Use the options in this section to edit Relative Cell Width, Minimum Height, Cell Padding, Cell Horizontal Alignment (Left, Right, Center, Center on Label (center aligned), or Center on Label (left aligned)), Cell Vertical Alignment (Top, Middle, or Bottom), and Label Width.
  • Select Save to save the changes on the pop-up, or select Cancel to close the pop-up without saving any changes.
SaveSelect to return to the Layout Template list page with the new template added to the Custom Template List.
CancelSelect to clear the changes and return to the Layout Template list page.


Defining Utilization Report Templates

On the Layout Templates page, select Utilization Report from the Template Type drop-down list.

Template NameEnter the name of the template. This is a required field.
Template DescriptionEnter description text into the field to define details about the template.
ActiveSelect the checkbox to make the template active in the system so that it appears during searches.
Use Drag and DropSelect the checkbox to enable the drag-and-drop feature while creating a new template. When this checkbox is selected, movable boxes will appear. Drag the boxes to their desired location.
Miscellaneous Settings

Select to open the Miscellaneous Settings pop-up, where you may edit the margins for the report.

Enter values (in inches) in the Margin Top, Margin Bottom, Margin Left, and Margin Right fields.

Default margins are 0.5 inches.

Select Save to record the new settings, or select Cancel to return to the Layout Templates page without retaining your changes. 

Image Settings

Select to add or edit images for the template using the Layout Template Images pop-up. 

Show active only: Select the checkbox to display only active images in the system.

Edit: Select the Edit buttons to edit specific images.

Add New Image: Select to add new images to the pop-up.

Close: Select to close the pop-up when changes have been been made.

You may then add images to the layout template by selecting Image as the content type when defining groups (a cell and all of the tables, rows, and cells within that cell).

Label Font

Select the drop-down list to select a font for the text that appears on the template. Select either Helvetica, Courier, or Times from the drop-down.

Label Size Select the drop-down to specify the size of the labels that appear on the template. You may select a size ranging from 6pt to 18pt font. 
Content Font Select the drop-down to select a style of font for the content. Select either Helvetica, Courier, or Times from the drop-down. 
Content Size Select the drop-down to specify the size of the content text that appears on the template. You may select a size ranging from 6pt to 18pt font.
Apply to all cells/columns Select to apply the previous selections to the template.
T

Select T to open the Edit Table pop-up, where you may edit the outer border width, inner border width, and background shading via the Outer Border Width, Inner Border Width, and Background Shaded options.

Enter values into the Outer Border and Inner Border fields to define the widths of the outer and inner borders in pixels. You can select the color pickers for Outer Border and Inner Border to define a color for the outer or inner border. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values.

Select the Background Shaded checkbox to apply a background shade to the table. Select the color picker to define a color for the background shading. In the color picker pop-up, choose a color by selecting a color, using the color slider or eyedropper tool, or by entering the color's RGB, HSL, or HEX code values. 

Select OK to apply the changes, or select Cancel to close the pop-up without saving any changes.

C

Select C to open the Cell Menu pop-up to edit the template's cells.

Select Add Row and Move Cell in order to move the respective rows and cells.

Select Delete Row to delete rows from the table.

Select Make Table to create a new table.

Select Edit to edit the cells on the Edit Cell pop-up.

  • Content: Select the drop-down list to select the type of content that will appear on the template. Options include Associated Providers Button, Available Profiles Button, Blank Cell, Clinical Study Select, Client Address, Client Fax Number, Client ID, Client Name, Client Phone Number, Client Tier, Courier Notes, Distinct Collection Location Billing Account, Horizontal Line, Practice Name, Route Hours, Sales Person, or Supply History Button.
  • Size, Alignment, and Padding: Use the options in this section to edit Relative Cell Width, Minimum Height, Cell Padding, Cell Horizontal Alignment (Left, Right, Center, Center on Label (center aligned), or Center on Label (left aligned)), Cell Vertical Alignment (Top, Middle, or Bottom), and Label Width.
  • Select Save to save the changes on the pop-up, or select Cancel to close the pop-up without saving any changes.
ColumnsSelect the Abbreviation drop-down list in the Columns section to select either Abbreviation, Host Code, Name, Order Choice Quantity, Order Choice STAT Quantity, Ordering Location, Ordering Practice, Ordering Provider, Percent of Order Choices STAT, or Percent of Total Order Choices. Select Add to add the option to the Utilization Report template. Select Edit in the Name, Abbreviation, Quantity, Percent of Total, STAT Quantity, and/or Percent STAT to display the Edit Column pop-up to configure column width, label alignment, header values, text format, and content values. Select OK to apply any changes made to the columns.
SaveSelect to return to the Layout Template list page with the new template added to the Custom Template List.
CancelSelect to clear the changes and return to the Layout Template list page.


View Templates Tab

Use the View Templates tab to view, add, or edit templates on the Layout Templates administration page.

Viewing, Adding, or Editing Images

Select Image Settings when defining layout templates to open the Layout Template Images pop-up, where you may add or edit one or more images. You may then add these images to layout templates by selecting Image as the content type when defining groupings (a cell and all of the tables, rows, and cells within that cell).

The system displays all of the images that have been added to the database.

Show active onlySelect the checkbox to display only active images in the system. You set the inactive/active status when adding or editing images (see below).
Add New Image

If you cannot find the desired image, select Add New Image to add an image. The system displays the fields in the Layout Template Images pop-up that allow you to add a new image.

Active: Select the checkbox to enable users to select the image while creating layout templates. Clear this checkbox to restrict users from selecting the image. If the image is inactive, the system clears it from the Images list when you select the Show active only checkbox (see above).

Name: Enter the name of the image. This is the name that appears beneath the image when you open the Images page, as well as in the Images drop-down list when you are filling in a cell with a content type of Image.

Choose File: Select the button and select the file by navigating to the location of the image file you wish to add. You may add images with PNG, JPG, and GIF extensions.

Upload and Save: Select to add the selected file to the database and return to the main Layout Template Images pop-up, or select Cancel to not add the new file.

Edit

Select to edit the image on the Edit Image pop-up.

Active: Select the checkbox to specify the image is active in the system. 

Name: Modify the name of the image.

Choose File: Select the button and select a file by navigating to the location of the image file you wish to replace.

To delete an image, you must follow the steps to edit an image, and change the path to point to a different image to replace the existing one.

ActiveSelect the checkbox to make the template active in the system so that it appears during searches.
Save

Select to save changes and return to the Layout Template page.

Your new and edited images are now available for you to select when you edit the cell contents of a cell with a cell type of Image. The system resizes the image (the proportions will be constrained) to the size of the cell, so changing the width of the cell will change the size of the image. 

The system adds the full-sized image to the PDF document. This means that if you upload a very large image and place it on a report, then the PDF will be very large in size and may take a bit longer for the system to display.

CancelSelect to clear the changes and return to the Layout Template page.


Creating or Editing Groupings

When you customize templates, you create or edit groupings of data, organized in a table format. When defining groupings, note the following:

  • Each section of a template must have at least one table with one cell.
  • Within a cell, you may add, move, or delete cells or rows, and you may add tables within cells that may, in turn, contain additional rows, cells, and tables.
  • A cell, and any rows, cells, and/or tables within the cell, is considered one grouping. Therefore, the system applies any additions, movements, or deletions to that grouping as a whole.

To delete existing tables, rows, and cells, move your mouse over an element to have the system highlight it, and then drag the element over the Delete box and release the left mouse button.

Once you have finished customizing the groupings for the current template, continue defining the rest of the template. 

Use Drag and Drop

If you enable the Use Drag and Drop checkbox, you may use your mouse to create new tables, rows, or cells, as well as rearrange existing elements. If you disable this option, select the T and C buttons to create table elements (see below).

To create new tables, rows, or cells, select the New Table, New Row, or New Cell boxes, and drag the element to the desired position. Note that you may wish to use the scroll wheel on your mouse (if available) to simplify scrolling to the desired location on the page.

For existing table, row, or cell elements, move your mouse over an element to have the system highlight it. Select and hold the left mouse button on a highlighted element, drag your mouse to move the highlighted element to its new position, and then release the left mouse button. Note that you may wish to use the scroll wheel on your mouse (if available) to simplify scrolling to the desired location on the page.

As you drag an element over another element, the system highlights the new element and makes one border thicker and darker. The darker border indicates the side on which the system will drop the element you are moving. Note that you may only place rows at the top or bottom of other elements.

T

Select a T button in one of the customizable sections of the page to open the Edit Table pop-up to customize the contents of the table.

Select one of the Move Table, Add Cell, Move Row, or Add Row links to perform the selected task in the direction indicated by the arrows. The system displays the links in blue if the action is possible for the currently selected cell and in gray if the action is not possible.

Select the Edit button to open the Edit Table pop-up, where you may set the border width, table width, and background shading for the table.

  • Enter a number between 0.0 and 2.0 in the Outer Border Width and Inner Border Width fields to set the width of the table's borders. The outer border is the rectangular border around the entire table. The inner border is the border between every cell within the table.
  • Select the Background Shaded checkbox to add shading to the selected table. This is often used for tables used as title bars or for tables used to separate other groupings.
  • Enter the Relative Table Width to set how wide the table should be in relation to the other elements in the cell grouping.
C

Select C to open the Cell Menu pop-up, which allows you to add or remove elements in the selected cell grouping. The system highlights the selected cell on the page so you can more easily track which cell you are modifying.

Select one of the Move Cell, Add Cell, Move Row, or Add Row links to perform the selected task in the direction indicated by the arrows. The system displays the links in blue if the action is possible for the currently selected cell and in gray if the action is not possible.

Select the Edit button to open the Edit Cell pop-up, where you may select the Content of the cell, and related formatting settings. The available formatting fields to edit differ based on the Content setting for the cell, so you may not see all of the options below.

  • Select an option from the Content field to configure what information the system displays in the cell. The list of available content fields depends on what type of layout template you are editing. In addition, the content type you select affects the remaining configuration options in the Edit Cell pop-up.
  • For all layout templates except for the Order Patient Samples Page, by default the system treats 1000.0 as the page or page width. If you leave the relative cell width values at 1000.0, the system automatically divides the row space equally among all of the cells. To manually control the width of cells, modify the Relative Cell Width value. Orchard Software recommends that you use large numbers so it is easier to insert cells with the proper relative width.
  • For all layout templates except for the Order Patient Samples Page, you may enter the Minimum Height for the cell to increase the size of the cell. Most cells are about the height of their font size, so you can increase a cell's size by setting this field to a number greater than the current font size.
  • Select an option to set the Cell Horizontal Alignment to left, right, center, or center on label. The Left, Right, and Center options display the cell text starting immediately after the cell label, and the system aligns the text as one unit to the left, right, or center. The Center on Label (center aligned) option displays the cell text in a separate block to the right of the cell label, with the middle of the cell text aligned with the middle of the label text. The Center on Label (left aligned) option displays the cell text in a separate block to the right of the cell label, with both the label and value aligned to the left.
  • Enter a value in the Label Width field to set the label/value spacing ratio. The default value width is 1000, so if the label width is 1000, the label/value ratio is 50/50. Change the label width to line up consecutive rows, without having the label take up as much space. This field is only available if you select one of the Center on Label… options for the Cell Horizontal Alignment field (see above).
  • Select an option to set the Cell Vertical Alignment to Top, Middle, or Bottom. Select the option to align the contents of the cell to the top, middle, or bottom of the cell.
  • Enter a value in the Content Width field to set the size of the field for the selected content type.
  • Enter one or more characters of the text you wish to display for the cell's Label. You may clear this field to display no label on the layout template.
  • The Sample Value field displays the default text that the system displays for the selected cell on the page. The system replaces this data with actual data when you use the layout template in a live system.
  • Set the formatting options for both the cell's label and contents, including Font Color, Font Size, format (Bold, Italics, or Underline), and text wrapping (No Text Wrap).
  • If you select a comment for the Content value, the system displays options that allow you to control how the comments are displayed. You may Suppress Comment Dates, enter the Number of Comments to Display or choose to Show All, select the Comment Display Order, or set the comments to display Only on first page.
  • Select Delete to delete the selected cell, including any tables, rows, or cells within the selected cell.
  • Select Delete Row to delete the row that contains the currently selected cell, including any tables, rows, or cells within any of the cells in the selected row.
  • Select Make Table to insert a new table in place of the selected cell. The system automatically moves the selected cell into the new table, which you may edit as you would any cell (see above).
  • Select T to edit the settings for the table.


Adding, Editing, Moving, and Deleting Columns

When you customize the Result Body, Requisition, Manifest, Order Patient Samples Page, Data Browser, or Result Order Choice Information layout templates or the order choice specific content template, there is a Columns or Order Choice Columns section that contains several pre-defined columns by default, though you may add, modify, or delete columns from the template, as well as customize how the information in the columns appears.

Once you have finished customizing the columns for the current template, continue defining the rest of the template. See the various template definition topics above for additional information.

Add

To add columns, select the type of column you wish to add, and then select Add. The system automatically inserts the column in front of the existing columns, but you may use the move buttons to adjust the order (see below). Note that you may wish to insert blank columns between other columns to make the data easier to review in headers and footers; however, this option is not available for all templates.

Edit

To edit a column, select Edit to open the Edit Column pop-up, which allows you to set the column width, alignment, and formatting for the column header and column content. Select Save to record the new settings, or select Cancel to return to the Layout Templates administration page without retaining your changes.

< >

To move columns, select the < or > buttons beneath the column's name. The system shifts the column one place in the direction you choose.

XTo delete a column from the layout, select X beneath the column's name. The system immediately removes the column from the display.


Viewing Custom ABN Templates

Use the Custom Template Filter section to search for custom templates to preview. Select the View link to preview what the layout template looks like with actual data.

Order ID

Enter one or more characters in the field. 

Order Search

Select to select the desired order ID in the Order Search page. See the  Order Search  topic.

Once you select an order, the system displays the ABN template you chose to view. Use the scroll bar to view the entire template, if necessary.

Back

Select to return to the template lists view of the Layout Templates page.


Viewing Blank Requisition Templates

Use the Custom Template Filter section to search for custom templates to preview. Select the View link to preview what the layout template looks like with actual data.

You can search for a Patient Name or an Ordering Location Name.

Patient Name

Enter one or more characters in the field to search for and select a patient.

Once you select a patient or ordering location, the system displays the Blank Requisition template you chose to view. Use the scroll bar to view the entire template, if necessary.

Ordering Location Name

Select to select the desired ordering location name.

Once you select a patient or ordering location, the system displays the Blank Requisition template you chose to view. Use the scroll bar to view the entire template, if necessary.

Back

Select to return to the template lists view of the Layout Templates page.


Viewing Collection List Templates

Use the Custom Template Filter section to search for custom templates to preview. Select the View link to preview what the layout template looks like with actual data.

Collection List ID

Enter one or more characters in the field.

Search

Select to select the desired collection list ID.

Once you select a collection list ID, the system displays the Collection List template you chose to view. Use the scroll bar to view the entire template, if necessary.

Back

Select to return to the template lists view of the Layout Templates page.


Viewing Custom Form Letter Templates

Use the Custom Template Filter section to search for custom templates to preview. Select the View link to preview what the layout template looks like with actual data.

Order ID

Enter one or more characters in the field.

Order Search

Select to select the desired order ID in the Order Search page. See the  Order Search  topic.

Once you select an order, the system displays the Form Letter template you chose to view. Use the scroll bar to view the entire template, if necessary.

Back

Select to return to the template lists view of the Layout Templates page.


Viewing Custom Manifest Templates 

Use the Custom Template Filter section to search for custom templates to preview. Select the View link to preview what the layout template looks like with actual data.

Manifest ID

Enter one or more characters in the field.

Search

Select to select the desired manifest ID.

Once you select manifest ID, the system displays the Manifest template you chose to view. Use the scroll bar to view the entire template, if necessary.

Back

Select to return to the template lists view of the Layout Templates page.


Viewing Custom Report Header, Body, Grouping Header, Page Footer, or Footer Templates

Use the Custom Template Filter section to search for custom templates to preview. Select the View link to preview what the layout template looks like with actual data.

Order ID

Enter one or more characters in the field.

Order Search

Select to select the desired order ID in the Order Search page. See the Order Search topic.

Once you select an order, the system displays the template you chose to view, along with the standard format templates for the other two sections of the report. Use the scroll bar to view the entire template, if necessary.

Header, Body, FooterTo view different combinations of report formats, select different options from the Header, Body, or Footer drop-down fields. Note that you cannot change the body setting for the template you chose to view; however, you may change the setting for the other two sections of the report.
Show HistoricSelect the checkbox to view the number of historic results allowed based on the Max number of historical data setting (set in the Miscellaneous Settings pop-up) for the report body.
Back

Select to return to the template lists view of the Layout Templates page.


Viewing Report Order Choice Information Template

Use the Custom Template Filter section to search for custom templates to preview. Select the View link to preview what the layout template looks like with actual data.

Order ID

Enter one or more characters in the field.

Order Search

Select to select the desired order ID in the Order Search page. See the Order Search topic.

Once you select an order, the system displays the template you chose to view, along with the standard format templates for the other two sections of the report. Use the scroll bar to view the entire template, if necessary.

Header, Body, FooterTo view different combinations of report formats, select different options from the Header, Body, or Footer drop-down fields. Note that you cannot change the body setting for the template you chose to view; however, you may change the setting for the other two sections of the report.
Show HistoricSelect the checkbox to view the number of historic results allowed based on the Max number of historical data setting (set in the Miscellaneous Settings pop-up) for the report body.
Back

Select to return to the template lists view of the Layout Templates page.


View Custom Requisition Templates

Use the Custom Template Filter section to search for custom templates to preview. Select the View link to preview what the layout template looks like with actual data.

Order ID

Enter one or more characters in the field.

Order Search

Select to select the desired order ID in the Order Search page. See the Order Search topic.

Once you select an order, the system displays the template you chose to view, along with the standard format templates for the other two sections of the report. Use the scroll bar to view the entire template, if necessary.

Back

Select to return to the template lists view of the Layout Templates page.