1. CREATE A TEMPLATE KEY A GOLD report template reference tool Heather Sousa, CT (ASCP) CUG 2014 – Dallas, Texas

2. Class objectives Create a Template Keys folder Create Template Keys with full bookmark names and other hard coded information from your laboratory final reports templates. Recognize the difference between the file formats of live templates and template key documents.

3. Importance of a Template Key Change the look of the patient report Formatting changes (color, font size, etc) Client requests for new information Adding comments based upon special status codes. New test information that needs to be updated on bookmarks. Know which bookmarks need to be changed.

4. Template intro. Gold uses Microsoft Word for editing final patient reports. Every final report document is based upon a template. A template determines the basic structure for a document and contains formatting and content settings.

5. A Template is essentially a report Wizard

6. Template Example What do these brackets represent?

7. Designators and templates Designator Maintenance Each designator in GOLD is linked to a Template

8. GOLD HELP When a Patient report (Word document) is created, it inherits three things from its “wizard” template: 1. Styles – Font, Color 2. Content – Hard coded information, bookmark placement 3. Page settings – page numbers, margins

9. GOLD HELP Thereafter, a template sits in the background (behind the curtain) and provides four things to a document: 1. Macros – Lab specified sequence that expands automatically on report. 2. AutoTexts – Word AutoTexts :) = 3. Toolbars – Editing tool settings saved 4. keyboard shortcuts – F9 (save and exit)

10. Pay no attention to the man (template) behind the curtain The template does it’s job behind the scenes.

11. Finding the Wizard…

12. Find the Word Template Gold Directory Laboratory Preferences Page 2

13. Open Template Folder… Make sure you are out of the GOLD product Navigate to your Template folder File path found on Pg. 2 Laboratory Preferences ex. PSMGSQL2/Gold/Template

14. Create a new folder: “Template Keys ”.dot (live templates)

15. Create your Key Double click on your.dot template to open as a Word document (.doc) Save as You will need to direct your new copy to the Template Key Folder you just made. Remember your file path. For example PSMGSQL2/Gold/Template/TemplateKeys

16. Save as- Rename as “TemplateKey…”

17. Live Templates are.dot Template Keys are.doc Template Key (Word doc) Live Template (.dot) Don’t Touch READ ONLY ! OK TO EDIT

18. SAFETY All live Templates (.dot) should be set as Read Only If this is set properly you will not be able to mess up your live Template

19. “Key” features You will see all hard coded items (Lab address, Logo, etc) Bookmarks are shown as brackets [ ]

20. Adding Bookmark Name [ ] brackets show you where your clever bookmarks will appear on the final report. Which bookmark is which!! How confusing…not! It’s easy

21. Adding Bookmark Name Put your curser within the brackets of a bookmark

22. Adding Bookmark Name Click on Insert/Bookmark

23. Adding Bookmark Name You will see the bookmark box with the selected bookmark that corresponds to the brackets in your report. Copy the bookmark name (ctrl C) Click Cancel

24. Adding Bookmark Name Paste the name within the brackets (ctrl V)

25. Template Key Example When finished you have a Word document mapping all hard coded and bookmarked information.

26. GOLD HELP Help/Contents (F1) Index/Template