Optimize Instant Reporter templates to include pop-up lists

Transcription

1 TechNote: Creating AutoTextLists for Reports Using Word 2010 in Instant Reporter Optimize Instant Reporter templates to include pop-up lists Contents Unity Releases 10 and 11 May 6, 2015 For reading physicians, office staff, system administrators Getting Started... 1 Setting up Microsoft Word... 2 Creating an AutoTextList... 6 Modifying an AutoTextList... 9 For Reading Physicians - Using AutoTextLists Getting Started What is an AutoText List? An AutoTextList is a standard tool included in Microsoft Word. The person who designs your clinical report templates, can add a customized pop-up menu of options to a template. When the reading physician selects an option the text is inserted in the report. Where do AutoText Lists come from? Microsoft includes a number of general AutoText entries in the default Word template. The sample DR Instant Reporter templates contain many AutoTextLists that were designed for each Exam Type. Copyright DR Systems, Inc. and its licensors. All rights reserved. Protected by U.S. Patents: Template: TCP L Phone: US Toll Free:

2 TechNote: Creating AutoTextLists for Reports Using Word 2010 in Instant Reporter 2 of 11 Can I customize the AutoText Lists in the templates? Yes. DR Systems created the sample templates as a starter set. You can customize the clinical report templates to fit the workflow at your facility by: Modifying the AutoTextLists included in the sample templates. Adding new AutoTextLists. What are the benefits of using AutoText Lists? By setting up AutoTextLists, you can achieve the following benefits: Improved speed. Reading physicians can create reports more quickly, with fewer keystrokes and reduced dictation. Greater consistency. Clinical reports can have more consistent content and terminology. How AutoText Lists work in Instant Reporter This is a brief look at using AutoTextLists. 1. The template designer: Includes AutoTextLists in a template. 2. The reading physician: Points to the AutoTextList field. Right-clicks on the field Selects one of the options from the menu. The system inserts the selected text in the report: Setting up Microsoft Word If you are working with a DR supplied report template, the document settings are automatically set up so that you can see autotext fields and other fields they are shaded in gray. The gray shading will not appear on the final published clinical report, but is very useful to identify fields during the set up process and while reading exams. If you are not using a DR supplied template, verify that field shading is turned on.

3 TechNote: Creating AutoTextLists for Reports Using Word 2010 in Instant Reporter 3 of 11 How to turn on field shading 1. Select File. The Options as shown below 2. From the Word Options dialog, select Advanced. Scroll to the Show document content section, and verify that field shading Always is selected. 3. Return to the Home tab 4. Click the down arrow on the right of the Quick Access Toolbar as shown below.

4 TechNote: Creating AutoTextLists for Reports Using Word 2010 in Instant Reporter 4 of Select the More Commands item near the bottom of the dropdown menu. Note: The dropdown menu allows you to customize whether the Quick Access Toolbar appears above or below the ribbon. 6. In Word Options, click the Quick Access Toolbar selection on the left navigation panel. Add the items described below to your Quick Access Toolbar. This will help you add items more efficiently. Choose commands from In this section, select the following: All Commands Customize quick access toolbar See the following screenshot for recommended settings. Add: Save selections to autotext gallery Save selection as a new quick style Autotext

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6 TechNote: Creating AutoTextLists for Reports Using Word 2010 in Instant Reporter 6 of 11 Creating an AutoTextList Creating a temporary list of text entries 1. Always complete your set up work with formatting marks displayed. 2. Type a (temporary) list of text entries, exactly the way you would like them to appear in the report. Use the font and font size you want. You can include a special character string if you want to provide a simple way for the reading physician to fill in a blank: <<?>> Highlight the text. Click the Save Selection as a New Quick Style icon you just added to your ribbon. Enter a unique style name and remember it. Creating a field for your list 3. Place your cursor in the position where you would like the text to appear. Press these keys: Ctrl+ F9 A shaded set of brackets appears.

7 TechNote: Creating AutoTextLists for Reports Using Word 2010 in Instant Reporter 7 of Place the pointer between the brackets, Right-click. A drop-down menu displays. Select Edit Field. 5. Select AutoTextList. Enter any word in the New Value field properties as a title for your field. 6. Enter the unique style name you created for your list in the Context for the field box. 7. Enter a tooltip if desired. This displays when a user places the cursor over the field. In this case the tooltip is Right click for options. Click OK. 8. The field now displays the AutoTextList field, which is populated with whatever you typed in the New Value box. Note: Don t worry, that word will be eliminated in the next steps.

8 TechNote: Creating AutoTextLists for Reports Using Word 2010 in Instant Reporter 8 of 11 Attaching the list to the field 1. Return to the list of terms you created, and select the first item. Be careful not to include the paragraph mark in the selection. From the Ribbon, Click the Save Selection to AutoText Gallery icon. Complete the Create New Building Block dialog as shown here. NOTE: The Name will show the same text as the list item by default, but you can type any name into the Name field. Use a short Name starting with A, B, C, because the AutoTextList will appear in alphabetical order. Click OK. 2. Continue adding each line of text to the list until you have added all of the line items you need.

9 TechNote: Creating AutoTextLists for Reports Using Word 2010 in Instant Reporter 9 of Return to the field in the template. Right-click the field. Select the item from your list that you want to appear as the default text in your report template. 4. Remember to delete your temporary list from the template. Modifying an AutoTextList You can modify an existing list by adding, deleting, or revising items. Adding items to an existing AutoTextList 1. First, if you don t remember the Style associated with a field, you can view the Style name. Press Alt+F9 to toggle the field code on/off and view the Style name. In the example shown here, the Style is StyleSwelling. Remember to assign an appropriate custom Style to any new line item.

10 TechNote: Creating AutoTextLists for Reports Using Word 2010 in Instant Reporter 10 of When you know the Style name, you can temporarily type more AutoTextLIst items. Right-click as shown here to assign to the proper style. 3. Highlight the item carefully without including the paragraph mark. Click the Save Selection to AutoText Gallery button on the Quick Access Toolbar. 1. Click the AutoText icon on the Quick Access Toolbar. Rightclick to display a submenu. Select Organiz e and Delete. Deleting items from an existing AutoTextList

11 TechNote: Creating AutoTextLists for Reports Using Word 2010 in Instant Reporter 11 of To delete an item, select it and click Delete. For Reading Physicians - Using AutoTextLists After you set up AutoTextLists in the clinical report templates, the reading physicians at your facility can use this tool to improve speed and consistency in creating reports. The AutoTextList is visible as a shaded field in the text. To use an AutoText List 1. Right-click the field. 2. Select an option from the list. 3. The system adds or inserts the selected phrase in the report.