Uploading, Creating and Modifying Forms in simplifyMD

How to find and enter the simplifyMD Template Library-www.simplifyMD.com

Enter –•Username•Password

Select Template Library

Watch a quick Video to learn how to use the template library

Simply press the play button

Using the Template LibraryUse the folders on the left side of your screen to select the type of form or template you need.

Select the name of the document to view the form in the Preview Window.

Select the name of the document in the File Information box to download.

Make sure you save it to a place you will be able to find it later.

To go back to the Welcome page, select the “Welcome file” at the bottom of the folder list.

Saving a Form from the Template Library

Select the form

Select the file information link

Save document in RTF Rich Text Format

Save to the desktop or a document folder

Printing Our the Merge tags from the Tools Tab

Select View Rules about Templates

Once the Rules about Templates window is opened Print out the merge tab for a reference sheet or leave the window open and toggle back and forth to view the merge tags

Adding a Barcode to a form

Add a Barcode to an existing form (Patient Information form) In the document header, right click and select Edit

Using your Merge Tag reference sheet

Use the Barcode with File Name$[[BC_WNAME]]

Note: Barcode should be 20-24 font size

Adding merge tags to an existing document

Select the appropriate merge tags

Add the merge tag to the body of the letter

Save as RTF and name the document

Uploading Forms to simplifyMD

Uploading forms and templates

•Select the Tools Tab

•Select Manage Templates from the Navigation Tree

•From the Tools detail window:•Select the Upload a template to the system

•Select the Tab where the document will be accessed•Enter a Display Name•Select Chart Note as the label•Browse for the document•Select upload

Test the form for accuracy

Select the document Tab

Select T button

Select Open Read Only

Verify document visually

Print the document

Scan document to Filing Center

• 2 backup USB hard drives (pictured bottom left).

• 1 is connected to server via a USB Cable (pictured bottom right) and a power outlet via a UPS unit

• Swap out the drives everyday – same time – store the one not connected to the

server offsite or in a locked fireproof safe.

• Label each drive– Backup 1 & Backup 2– Backup A & Backup B

• Database server back up– nightly at 1:00 A.M. local time.

• Swap out and plug in each day

Backing Up Your Data Digitally

Technical Support 678-578-6187 Monday through Friday from 8:00am-8:00pm. (ET)

Email: support@simplifymd.com