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The
Team Chart Concept program, being the robust
database system that it is, is very good at keeping track of information.
Microsoft Word is very good at formatting, displaying, and
printing information. Why not put the two together?
Well, we have. Information in the Team
Chart Concept can be merged with Microsoft
Word Documents to professionally convey information from your
practice with the outside world.
Information from the following
Timeline Categories can be exported from the Team
Chart Concept
into Microsoft Word.
- Patient Demographics (address, phone numbers, insurance, etc.)
- Appointments
- Encounters (all fields)
- Dictation from Encounters
- Dictation Categories from Encounters
- Excuses
- Lab Corp Results
- Payments
- Phone Calls
- Prescriptions
- Referrals
- Referral Authorizations
- Schedule Change
- User Defined Records (all
fields on all records)
Also, the following Types of Reports can be exported from the Team
Chart Concept into Microsoft Word.
- Lab Corp Reports
- Encounter Reports
- User Defined Reports
- Prescription Reports
- Schedule Change Reports
- Payment/Transaction Reports
- Productivity Reports
- Invoice Reports
- Referral Reports
- Referral Authorization Repots
- Appointment Reports
Reports that are exported into Microsoft Word
are run at the time the fields in the
Team
Chart Concept
are inserted into the Microsoft Word Document.
For example, you might have a pre-defined report for Blood
Pressure readings. For
the given patient, that a Microsoft Word Document is being
created for, that Blood Pressure report would run at the time of
the Word Document creation, and the report output placed in the
document. This all
happens automatically.
Before you can export information into Microsoft
Word, you must create a Template
Document File in Microsoft Word . (The
word Template, as used
here should not be confused with Templates
used for Dictation purposes. These
are, unfortunately, two completely different uses of the same term.)
The Template Document File is basically the same thing
as a form letter . It
contains information that is generic in nature, that you may format
with fonts, colors, tables, etc.
Within this Template
Document File you place special character strings (place holders
) that tell the Team
Chart Concept
where
to put specific fields stored in the Team
Chart Concept. These special character strings
have the following format:
[*n]
where
n is a number from 1 to the number of different fields you will export to
this Template Document
File.
For
example, consider the following Schedule Change form letter
.
Dear [*1],
Your appointment on [*2] at [*3] with [*4]
Has been rescheduled to [*5] at [*6].
Please make a note of the new time.
If you cannot attend at this time, please call our office
at 800-555-APPT.
Given the above Word Document
File contents, you might have the following fields linked to the
6 place holders as follows:
- [*1]
Patient’ Full Name
- [*2]
Schedule Change -> Old Date
- [*3]
Schedule Change -> Old Time
- [*4]
Schedule Change -> Old Appt With
-
[*5]
Schedule Change -> New Appt Date
- [*6]
Schedule Change -> New Appt Time
Once you create a finished
Microsoft Word Document with the Team
Chart Concept,
it is stored in the Patient's Timeline for printing or e-mailing
(if that is a word). In addition to interfacing with Microsoft
Word, The Team Chart Concept
can also interface with Microsoft Outlook. This gives
you the ability to send your Microsoft Word Documents as
fancy e-mails (not attachments) to Patients, Providers, Insurance
Companies, and/or Pharmacies. In fact any Contact stored in
the Team Chart Concept
can be sent an e-mail via Microsoft Outlook.
Of course, interfacing with
Microsoft Outlook also gives you the ability to share information
with your PDA. Click here
for more information on PDA support in the Team
Chart Concept.
The Team
Chart Concept
does not directly interface with Microsoft Excel at this
time. However, any report that is run in the Team
Chart Concept
can be saved to a tab-delimited text file and/or copied to the Microsoft
Windows Clipboard for importation and/or pasting into Microsoft
Excel. Once the output from the Team
Chart Concept has been imported into Microsoft
Excel, you have its full processing and graphing capabilities
at your disposal.
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Microsoft
Office
