Frequently Asked Question

NOTE Users require the Word processor templates user permission set to 'Add/Edit/Delete' to create and edit document templates.

1. From the main screen, click the icon or select Utilities > Word processor from the menu.

TIP You can also press F4, or, from a patient record, press F4 or select File > New Letter.

2. Select Template > New Template from the Word Processor main menu. A blank document will be displayed. The template fields toolbar containing the available field categories is displayed on the left.
3. Write the body text of your template as you would in any word processor.
4. Where you want to insert a database value, for example, a patient name in a greeting line, position the cursor where you want the field and double-click the field on the left hand list.

The template field will be inserted at the cursor with brackets around, for example, .

IMPORTANT You cannot insert a field by typing the field into the word processor directly. You must insert the field by double-clicking on the field name in the list on the left hand side. For example, typing '' onto the template will not insert the DrName field.

5. If you add fields in succession, ensure that there is a space between each field.
6. Apply any formatting to the field and the text around it, for example, font style, font size, font weight (boldness), italics, tables, and images.

   NOTE Ensure you have optimised any images for size and colour in a graphic program prior to use in the Bp Premier word processor. The image resolution should be as small as possible to conserve disk space ( no more than 100kb is recommended).

7. When you have finished setting up the template and inserting the fields you need, select File > Save As. The Template detail screen appears.
8. Enter a Template name and tick the Available to all users checkbox. This option allows anyone at the practice to open and use the template.
9. Click Save. The template is now available for use.