Home Forums Discussions General Discussion Questions about templates

I thought it would be better to create a new thread, since my understanding of what I can and cannot do with regards to templates is an important factor in the consideration of getting AC.

We do a lot of workman's comp, and one of the things that we will need to do is to fill out a lot of forms. As I understand it, the system is not compatible with Microsoft Word. Exactly what forms to the files need to be in in order for the templates to be importable? Is Microsoft Excel the only allowed file form? I played around with it, trying to create a document-type template within Excel, but when I tried to import it I was told it wasn't the right file format. Hand-filling out the old forms and scanning them in to the system is just more work; besides, the adjusters already have a hard enough time reading the handwriting of one of my partners...

Has anyone found a program that will allow one to create a document-type of template that will be importable?

Thanks,
Melanie

Paperport will let you do it.
You can scan in the form, fill it out, fax it back and import it to AC

Absolutely. Paperport (Leslie is the master).

We have employees from a couple of companies with FMLA paperwork everytime I operate on them. It used to be painful but now is much less. They are stored in Paperport with most of the information filled out except for the Patient's info. We can import it into AC for our records, print it for the patient or fax it directly to their company. It's pretty slick.

That sounds like something we would use as well, since we also have to fill out a fair amount of FMLA and temporary SSI forms for pts.

Just to be clear on what AC can and cannot do... I'm thinking that if I filled out a form that I made in Word, and scanned it, I could import it into a pt's chart - is that correct?

What is the advantage of using PaperPort? Is it that one can take a printed form, like the FMLA paperwork, fill it out as necessary using PaperPort software, and then import it into AC?

Melanie

Yes, you can make a form in Word, leaving the variables blank and then save it as "Such and Such" document. Then, when you have to fill it out for a specific patient you can copy and paste to a new Word blank page and fill in the details. Then save it an then import into AC. The advantage of Paperport is that you can scan whatever forms you frequently use, duplicate them on the desktop for each patient, fill in where needed, fax, print and import into AC. It is just a handy little program to consider if you do not already have a fax managing software.

So, with PaperPort, if you scan a form, it will appear the same way (i.e. with the same formatting, etc.) as the original, AND you can still edit it (fill in the info)? I like that! Workmans' Comp insurers like consistancy, and they do like their forms - thst would be an advantage versus reproducing some semblance of the form in Word - and the ability to fax it right on to them is great...

Yes,using your scanner, Paperport software will scan in the form as if original. You can add text to the same places you would write things in. I am sure there are other programs out there that will do likewise but I use Paperport as my fax manager also.

That is EXCELLENT to know - just what I was hoping for - thanks very much for the info!!

You can also stamp your signature to the document.

I have Paperport and I have used it since the first day of work because I knew quite a lot about it before I even got my job. Amazing Charts was a different matter (though I'm learning little by little). Anyways, I already have scanned patient charts (we're talking OLD charts - new ones are scanned directly into AC) stored in multiple places via Paperport.

I am interested in knowing if there is any possible way to transfer all of the scanned charts in Paperport directly into AC without having to print them out from PP and scan them into AC. Is there?

Go to the patient's imported items tab in AC, click import new, browse to the Paperport folder where the item resides and import....easy.