Can I use my own custom PDF and DOC templates with HYPEMedical?

Can I use my own custom PDF and DOC templates with HYPEMedical?

Yes, you can, Create your own PDF or DOC templates and email them to support@hypesystems.com. We will test your templates and load them to your account if approved. We also provide template creation services for $85 for each PDF page.

Use the instructions below to create your own simple PDF or DOC templates.

Creating PDF templates with fillable fields linked to data in a database involves several steps. Below is a guide using Kofax Power PDF 5 Standard. Note that steps might slightly vary based on software versions.

Prerequisites:

  1. Unlocked PDF Form:

    • Ensure you have an unlocked or unprotected PDF form with fillable fields.

  2. PDF Editing Software:

    • Install and have access to PDF editing software. In this case, Kofax Power PDF 5 Standard.

Steps to Edit the PDF Form:

  1. Open the PDF Form:

    • Launch Kofax Power PDF 5 Standard.
    • Open the PDF form you want to edit.

  2. Select Tool:

    • Click on the select tool (black mouse pointer) in the left toolbar. This tool is used to select and manipulate form fields.

  3. Access Field Properties:

    • Double-click on the field you want to link to the database. This opens the Text Field Properties dialog.

  4. Place the Tag:

    • In the Text Field Properties dialog, locate the option for setting the field name or tag. This is where you link the field to the database.
    • For example, for a field labeled "Patient’s First Name," you can place the tag patientfirstname in the appropriate field.

  5. Repeat for Other Fields:

    • Repeat steps 3-4 for each field you want to link to the database.

  6. Save the PDF Form:

    • Save the changes made to the PDF form.
PDF Data Tags:
patientfirstname  
patientsurname
patientlastname (For example, use “patientlastname” for HYPEMedical to upload the patient’s last name in the field next to the Patient’s Last Name label.)
patienttelephone
patienthealthnumber
patientversion
patientaddress
patientemail
patientcountry
patientcellphone
patientfacility
patientcity
patientotherphone
patientpostalcode
patientmale
patientfemale
patientsex
patientworkphone
patientnumber
patientprovince
patientfulladdress
refdocnum
famdocnum
familydoctorfname
familydoctorlname
familydoctorprovider
familydoctorcity
familydoctorphone
familydoctoremail
familydoctorfax
familydoctorpostal
familydoctoraddr
referringdoctoraddr
referringdoctorpostal
referringdoctorcity
referringdoctorfax
referringdoctoremail
referringdoctorfname
referringdoctorphone
referringdoctorlname
referringdoctorprovider
doctortitle
doctorfname
doctorlname
doctorfullname
doctorprovider
doctoraddr
doctoraddrpdf
doctorfax
doctorph
doctorcell
doctorqc
doctorcity
doctorpostal
doctoremail
doctorgroup
doctorfacility
today  (loads the date)
time   (loads time)
patientageyear
patientagemonth
patientageday
patientyear
patientmonth
patientday
hcn
version

Creating MS Word Template:

  1. Open Microsoft Word:

    • Launch Microsoft Word on your computer.

  2. Create a New Document:

    • Open a new document in Microsoft Word.

  3. Insert Tags:

    • Insert placeholder tags where you'd like your HYPEMedical data to be inserted. Use a format that is easily identifiable and unlikely to be confused with regular text.
    Dear &fname&,
    Please confirm your &DOB& is correct.
    • Here, &fname& is a placeholder for the patient's first name, and &DOB& is a placeholder for the date of birth.

  4. Save the Template:

    • Save the document with a name that indicates it's your generic template (.doc).

    • Saving as your generic .doc template ensures that the original document remains unchanged, and you can reuse it for multiple patients.

Text Editor tags: 
(remember to use the &, Shift 7, place holder before and after the following tags)
address
cellphone
workphone
city
country
email
facility
refdocnum
famdocnum
fhonote
vc
patientnumber
homephone
mohprovince
province
notes
fullname
postalcode
hcnexpiry
fname
lname
gender
dob
hcn
refdocnum
famdocnum
doctorfname
doctorlname
doctoraddr
doctorfax
doctorph
doctorpostal
doctorcity
doctorbilling
doctorprovince
refdoctorfname
refdoctorlname
refdoctoraddr
refdoctorfax
refdoctorph
refdoctorpostal
refdoctorcity
refdoctorbilling
refdoctorprovince

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