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Creating Templates

Posted By: cz1 on 2008-01-13
In Reply to: I got the enclosed by accessing Help, typing in template. There are more options--sm - Debra

I am looking for a way to create a sample report and put ?? in the places where changes would be made, using a control key to jump from ?? to ??    i.e.  This ?? year-old ?? patient.....Blood pressure ??, pulse ??, temperature ??,  ETC. 

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Help creating letterhead templates

I would like to take an existing letterhead, scan it and create a template for it that can be pulled up and typed right into.  Someone I used to know did this for one of my accounts at one time, but I have no clue on how she did it and no contact with her anymore.  It doesn't seem like this should be anything difficult to do, but I have played around with it and just can't figure it out. 

Would really appreciate any pointers, or even links/websites where I might be able to find simplified information on how to do this.  I am a little "behind the times" and not very experienced on much besides typing at this point.  I will be changing direction soon and need to update my ways of doing things.

Thank you in advance for any tips or direction. 

Creating Templates in Word

Anyone familiar with creating report templates in Word ? 

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Can someone tell me how to create a resume on MTStars.  Thanks
Creating glossaries

To create glossaries, the first option would be to import your AutoCorrect file. Right-click on Phrases and go to Importer and click on the AutoCorrect option and follow the prompts.

The next option would be to do a compilation as suggested in the previous post. To do a compilation, right-click on the glossary list and select "Multiple File Compilation" and then follow the prompts.

With regards to not seeing any matching phrases in your advisories: What glossary are you currently using? What are you typing for a short form? Do you see anything in the advisories at all?

It may be easiest to troubleshoot over the phone. Please feel free to call us at 781-272-3200 ext 2 with any questions and we can help get you started. We are here Monday-Friday 9am-5pm eastern time. You can always email us as well.

Textware Solutions

Creating Jump Codes
Can someone help me, please?  I'm trying to set up my own templates and need to create jump codes.  Does anyone have any suggestions?  I did the Ctrl F9, but when I saved the template and reopened it, the blank symbol was gone.  If anyone has suggestions, I am willing to try them.  Thanks everyone.  Have a blessed day.
Creating a proposal for services
I have been asked to submit a proposal for transcription services for a local imaging facility.  The dictation is accessed over the internet and the reports are typed directly into their own system.  I am a bit sketchy on how to submit a proposal like this.  Can anybody provide me with a "sample."  I will be hiring additional subcontractors to help me on this account.  I have only been employed as an outside contractor on one-site facilities and dont really know all the wording that is needed.  Any help would be greatly appreciated. 
Need help creating a go-to function in Word...
I would like to set up Word so that I can press tab (or some other) key and it will move to a specific point in the report such as ???, so that I can then insert text at that point.  I have had many templates come to me with this function but I would like to be able to set it up for my own templates, only don't know how....after spending 30 minutes in the Help menu I'm just frustrated!!   But I bet one of you folks know how to do it!  Sure would appreciate the help.
Creating a resume on MTStars
Would someone please explain how I can create a resume on MTStars.  I appreciate your help.  I really need to post a resume ASAP. 
Instructions on creating a field.
Using Word 2002, you would do this by creating a field in the report. First, you must enable Field Codes by going to Tools, Options, View, under Show check Field Codes and Shading Always. Then hit OK.

Next, in your template or blank document in Word, go to Insert, Field, select Go To Button. The Go To Button will be grayed out on your screen. However, you will be able to see the Go To Button field on your monitor screen if you enabled the field correctly as described above.

To use the Go To Button field in your report, to land in this field when transcribing, use F11. This will place your cursor right in the Go To Field box in your report. As soon as you starting typing, the Go To Field box will be replaced with the text. This field is very useful when you only need to fill in text in a paragraph. I use it all the time in my templates to save time. And we all know time is money in this business.

Of course, these instructions could be slightly different in other versions of Word. I use Word 2002. But this is the basic concept of setting up a field in a document.

I hope this is of some help to you.javascript:editor_insertHTML('text','');
Questions about creating a bid proposal...

I am fairly new to the business.  I am currently transcribing part-time for a local clinic. I learned that the clinic will be accepting bids for a new contract position.  I have never drawn up a bid.  Do not know the first thing about it.  I have someone who can help me with that.  What I would appreciate any suggestions or advice on are:

1.  What to charge per line?  Will picking up and dropping off tapes at 3 sites.  Will be transcribing outpatient clinic and radiology reports.

2.  Turn around time?  Current contractor has 3 days.  The contract in place states 24 hours but they have been lenient lately.

3.  Would it be accurate to figure 30% for taxes and 20% for benefits? 

I appreciate any and all advice.  Anything I have forgotten, please let me know!

Thank you for suggestions. 

Creating back space in IT

I admit that I am challneged when it comes to Instant Text. Year-old is already entered but have been attempting -month-old with no success.

Any ideas?

As always, my gratitude!


Very sorry if I'm creating the wrong impression...sm
This post will be a little long - my apologies in advance.

First, I wasn't "discounting" the dslextreme suggestion per se. However, the OP had already indicated that her phone company couldn't provide DSL, and if the phone company can't physically configure a line for DSL no other company like dslextreme, which has to rely on the phone company provisioning the line, can provide it either. I should have been more explanatory in my response, but then I suppose I would have been "preachy".

As for whole "preachy" thing and the "belarc" post sounding like a magazine article, I write the way I write. It's true that I've written many articles on technical subjects, so perhaps that style has crept into my forum posts as well. What I'm trying to do is to include as much information as possible in my posts so that I'm not just leaving everyone with more questions than answers. Sometimes, a little information just confuses people while a little more information would have made it clearer.

In other words, I'll plead guilty to sometimes trying to teach, but I have no gospel that I'm trying to preach. Perhaps you'll make that distinction in the future.

Maybe it would help if you knew a little about me. I've been in the transciption industry for over 25 years, and in that time I've sat in most of the "seats", including production, QA, supervision, management and tech support. The latter is most relevant here, so I'll go further to explain that I've always had an interest in the technologies that we use and have invested literally $tens of thousands in taking everything from college courses to certification "bootcamps" to seminars having to do with telecommunications, networking, operating systems, PC maintenance, computer security and even digital forensics. I've also done quite a bit of HIPAA training. If you'd care for a list of the training I've had, I'll be happy to provide it if you reply by email.

I don't say this for any other reason than to point out that I don't come on this forum for any other reason than to share what I've learned with the members of the forum. If it's not helpful to post on the forum, I have other things to do than posting and I'm sure members have other things to do than reading the posts.

Personally, I think it's a shame when anyone who has something of value to offer and does so voluntarily finds that they're being attacked on "style points". When you commented on my Belarc post, my only thought was, "Yes, but did you download and run it, or did you let all that other junk get in your way?" If it's the latter, you're the loser, not me.

...and now, as I said, I have other things to do. Have a nice day!

Are you creating a template or form letter? Then try this. sm

Your message makes me think that you're trying to create some kind of form. If so, try these steps.

View, Toolbars, Forms. You will now have a toolbar that makes creating the form much easier for you. Mouse over each button to see what it does but it sounds to me like you'll use the text form field button the most. Finish creating your template/form and click on the padlock on the toolbar to lock your form. Save it.

Now, you can just hit tab to move between the fields to make filling it in faster. Hope this helps.


But at least with straight you're creating a document, not -
correcting one a machine did. I just get so bored proofreading, that I think correcting VR would put me to sleep.

Also, doesn't editing pay a lot less per line than straight transcription?
India and China will undoubtedly be creating
Just as the blue collar workers in manufacturing can be replaced, in this global setting, so can the entire corporations - I give them 10 years before the enterprising businessmen in China, India (whereever US CEOs have fled to gain access to slave labor) steal the info and create their own companies and compete as they certainly would be happy with a fraction of the American CEOs income.
Great tool for creating shortcuts

I just found this really great site with a tool on it for counting the repeated phrases in documents which we as MTs can use to make shortcuts! 

here it is:  http://medicaltranscriptionexpandproductive.blogspot.com/

...sigh... and don't bother creating a 2nd email acct. nm
I am currently looking for a new MT job but with my previous job I have always found that making my own templates worked best for me. I had the same doctors all the time so I knew what needed to be in the reports and what did not need to be there. :-) I have always found my own shortcuts to be the most productive ones.
Yes, I know what EMR means. I understand that they can also do the point and click method and also create templates?
Could she be using templates and she just has to change a few things here and there?  If that's the case, I still don't know about 800 unless there is an awful lot on that template that remains the same and it's a long template so fewer starts and stops. 
Using MS templates with EMR
Anybody create Microsoft templates for EMR documents?

I have a new account that uses EMR. I want to include Microsoft fields into the document so I can easily tab through them but I just don't want the code Word uses to generate a field to conflict with the XML code used for the EMR system.

Does anybody use fields in EMR documents without any problem?
EMR has templates

EMR has many templates: ROS, HOPI, lab orders, Plan, health histories, immunizations, specific diseases, etc.  Each template has many fields with corresponding questions that can be checked off indicating a yes/no response or severity level.  Similar to filling out a survey by checking the boxes that apply. After completing these templates, the physician can click a button that automatically pulls the information that was entered in each of the templates, and generates a "document" in a determined format.  Thus, no reason for the physician to dictate a tape for someone to transcribe.

We implemented an EMR where I work and it did result in less transcription. 

Template or no template, any time YOU have to take away or add to a template, delete, redo, whatever, I count everything....after all, it's my time to add and take away. I use Sylvan also... any will count the template.

Don't screw yourself over.... count everything!

Re: Templates

Yeah really... we get screwed over enough, let us keep SOME things that work to our advantage.

We have templates where I work but - sm
we get paid for all that (no spaces though). They do the templates because is it what the doctors want at the hospital I type for; they all have specific needs. They put in jump markers {} that we jump to using Alt-F (WP 5.1), so it is very easy to get through. On a account of my own I did the same thing on the template I made up for myself for 1 of my docs in MS Word, jump from spot to spot, very easy. If you can save the template and make your own "markers" to jump to, yes, you still have to delete unused ones but boy is it a lot easier.
question about templates.

I have a question about during a physical exam portion, I know what it means to "flush left, sub headings all caps," but what is the other instance of "stacked form". thanks. 

Templates in Meditech
When I worked on Meditech for 15 years, there was something called canned text.  Ask your new employer if there is a way to submit canned text entries and how this works. 
Thank you all!!! i do use templates, but its easier for me to just add the cc on the ones i need as
i put the cc: in autotext and it is working like a charm!! i have never used autotext, just autocorrect and it wasn't working in autocorrect. never knew what autotext was about. thank you so much!!!!!
I have templates for one account that are
Templates from doctors

Really need your thoughts. One of my doctors has about 50 templates/shells. When doing combined procedures he will tell me to just combine the 2 or 3  or 4 shells he has for the individual procedures without taking out whatever is redundant or conflicting. I have to do that. Several of these individual op reports are 3 pages long, so can end up with a 6-page final report.

On his follow-up notes, he will use a shell and then say "add this to the physical exam" but he does not say what to take out of the standard note.

Many of his op notes have numerous variables. He oftentimes does not tell me which to use and/or which to delete.

For "risks" he will dictate some and then say "and add whatever Dr. X uses."

I am requesting a meeting with him and with the office administrator, but would like to know what you think and what you would do.

Thank you



Question on templates

Okay, I have a new question.  I'm trying to create a form or template that I can insert information on. How do I create the form with lines so that I am able to insert information on these lines?  Is this possible?

Almost no templates and close to 40 hrs sm
it is all OP notes. Actual my-butt-is-in-the-chair-typing time is 35 hours or so. Shift time is different. I had one day this week when I could not sit for more than 5 hours of my shift total. I had an 8-hour shift and quit after 7 because I could not sit any longer. Lines were 1350 for that day. I remember it as a distracted day, not one where I worked for it.

I often wonder if I were more motivated, if my body didn't hurt when I sit for longer than 1-1/2 at a time, if I could churn out more lines. There is no reason I can't do 30,000 every 2 weeks, except that I can't sit still.
So what if it's with huge templates....
600 lines an hour is 600 lines an hour whether it's straight typing or using templates. I WISH I had huge templates.
Questions about templates, pay, etc.
I work for a company that uses templates.  The work is extremely easy, but for each report we have to subtract the line count that equals the templates...anywhere from 8 to 13 lines depending on the template used.  Over a course of typing this adds up.  The pay is average.  I am wondering if anyone else types on account that do this and what your thoughts are about it.  Do you feel you make up in typing what you have to end up taking away in the end? 
Questions about templates, pay, etc.
I work for a company that uses templates.  The work is extremely easy, but for each report we have to subtract the line count that equals the templates...anywhere from 8 to 13 lines depending on the template used.  Over a course of typing this adds up.  The pay is average.  I am wondering if anyone else types on account that do this and what your thoughts are about it.  Do you feel you make up in typing what you have to end up taking away in the end? 
MPLite templates


MPLite templates are Word documents in the TransMP Formats folder whose filename is used to differentiate which templates belong to which clients. All the templates you have for a particular client will show in the Document Information screen.

1. Start with a blank MS Word screen, and create the template you need there. Use the codewords (eg Last? First? MR? DOB? etc) to tell MPLite where you need this information put. Make sure each contains the ? at the end of the codword, and you'll find a complete list of available codewords in the help file in the chapter Formatting Templates. You can use headers / footers and any other formatting features in your templates.

2. Give this template a name in the pattern FacilityInitials_DescriptivePhrase.RTF. You have to save them as RICH TEXT FORMAT in the Save box, and save them INTO the TransMP  Formats folder. The Facility Initials must match what you entered for that when you registered the facility. Keep the descriptive phrase relatively short, eg, CON, FU, XRAY, HP, DC. If this is a template for a hospital or clinic, you can has as many templates for a facility as you like and can differentiate Dr. John Smith's Consultation by use the descriptive phrase CONjs, and Robert Youngs as CONry or CONyoung. (Note it is an underscore _ and not a dash used in the template filename.)

The list of available templates is refreshed when you start a session. So if you create a new template while in a session, cancel the session, and then reset it so the template list is refreshed.

If you have other questions about the templates, please ask.

Best wishes,

Vann Joe Turner

yes if you are doing Radiology with all templates. sm
I've been working on this platform for almost 6 years now, doing all acute care, all worktypes, and my highest monthly lines per hour average is 685. One time I averaged 938 lines per hour, but that was one day with all the same dictator and all the same worktype.

And, my account has been on VR for 5 years now.

So, to answer your question - In my most humble opinion, it is NOT really possible to do 1000 lines per hour every hour or every day and keep the high standard of quality at 99-100%.

Does this work on all templates....sm
I have been trying to figure that one out. How do I keep from having to take my mouse and skip to the next field? I suppose F11 is it. Thanks I will try it.
Question about templates
I am wondering how you make a template so that you can hit F12 to skip to each section.  Thanks!
Are you pulling in templates? If so,
you will have to check and make sure they are set on 100%.
I do ER and do double that. Lots of templates, etc.
Why in the world did you give them the templates?
That was pretty ballsy of them to even ask you to do this.
My client loaded my templates into their EMR and are now doing it themselves
I feel for you. My clients had me turn over all my templates/macros and loaded them into their system and are doing it themselves. This was after dishing out thousands and thousands of dollars in equipment and training additional staff. I was making $7,000 a month and now it is $65 a month if I am lucky.
see, there's the difference . . . some of my templates have 50 lines already in them(sm)
that we have to scroll through.  The patient demo info is a matter of six lines.  The rest is all headings.   I don't mind inputting the patient info, it's the scrolling up and down the page and adjusting the pre-filled headers that takes up so much time.
Am not real sharp with templates but here is what I do
I do op notes for my derm doctor and they wanted the letter head on each op note and there are all headings on the note.  I make a file for the op note with the letter head on it (centered) and then all the headings.   I do an "insert" file each time I do a new op note after finishing the old one.   Don't know if this is the same or not.  But I find inserting files easier.  I do this with H&P's, consults, etc.  Then I just go through the headings as he dictates and fills in.  This works well when I am doing a combination of chart notes and consults/H&P's or sometimes letters and then he goes onto op notes.   Do not do an "open" do an insert of the file each time you want to do a new letter or OP note in my case.  Of course I am not completely computer savy and so this might not even be what you are talking about. 
Be sure to back up your normal and other templates.

These contact your auto text entries.

Yes, definitely include your templates in your counts. nm
Even with AC, you need to use templates with default fonts so you sm
aren't constantly switching back and forth. Instant Text will work the same way so you don't have to save half a dozen entries just to get the correct font.
Not paying for normal templates
I once did work for a radiologist who felt that we should get  paid less when using normal templates.  My question to him was --do you get paid less for reading a normal study---
Multiple accounts/templates
I now use InstantText. You can give each account and each doctor in that account their own glossary. You can use includes too for drugs and surgical, for instance. In a glossary you can either "call in" a template or you can put it in there and save the formatting, depends on how you want to do it. The template can include margins, tabs, letterhead, headers, footers, pagination, or whatever you want. Right now I only do about 7 different ones, so I just lumped them up in one (using includes) because I have done them so long that I now remember what is in there.

If you use WordPerfect (5.2 or a newer one, but I like 5.2) it is a snap. You just use PRD (which utilizes function keys) and you store your documents and templates as usual and then you can "open them up" on the fly. I love this. You just put in the path to that document or template once and it is there forever or until you delete it or change it. With PRD you can have multiple glossaries too if your computer can hold them. The key for me with both Expanders was to be consistent with the way I save things. For instance, all the addresses used for an account (which can be many) I store under ad. So, if I want Dr. Harold Smith I type in adsmith and down underneath all the smiths come up and I choose the one I want to use and their I have it - I do two for each -one in standard form and the other like this: SMITH, HAROLD MD, 1111 FIRST AVENUE, ANYPLACE, ANYSTATE 11111. The other in the form for letters and envelopes. I have a drugs glossary, a surgical equipment glossary, and one for each specialty, sometimes a separate one for a specific doctor. I then use the "include" feature and group them up or mostly I now just use them altogether and I think that glossary (my everyday glossary) has about 8,200 entries or something like that. InstantText is wonderful. Try it if you haven't or, if you have, try to learn more of its features.
If they send you templates in 2007, you won't be able to
read them in 2000 unless you install the free compatibility pack from the MS web site. Macros may also be affected because they are stored differently in 2007. Otherwise, 2007 can read your 2000 without any trouble, but they would have to convert your documents to the new document format. I can't imagine they would want to fool around doing this.