Starting new SMART forms

To start a new SMART Form, you open Microsoft Word and then save the document that you want to convert to a SMART form as a template within your clinic's template folder.

If you already have a Microsoft Word document, you can convert it to a SMART form that can be used in Wolf EMR.

Steps

Open Microsoft Word:

On the Remote Desktop that hosts Wolf EMR (data centre), in the bottom toolbar, click Start

Click All Programs > Microsoft Office > Microsoft Word 2010. Microsoft Word opens, with a blank document displayed.

From the Microsoft Word menu, choose File > Save As. Microsoft Word displays the Save As window.

Navigate to the User Templates folder on the data centre. The location is typically W:/Wolfdata/Templates, but may differ for your clinic. See Location of SMART form templates.

In the left pane, click Computer.

Under Network Location, double-click W: .

Double-click Wolfdata > Templates. The Templates folder contains a folder for each SMART form category (for example, Letters, Requisitions).

Double-click the appropriate folder.

Tip:

If the category folder you want is not available, you can create the folder now:

1. In the Templates folder window, right-click.

2. Click New > Folder. Windows creates a folder called "New Folder".

3. Rename the folder to the category name. For example "Letters".

Category folders are the expandable categories you can choose from when you select a SMART form for a patient:

In the File name field, type a descriptive name for the SMART form.

In the Save as type list, click Word 97-2003 Template.

Click Save.