Editing Layouts
Always backup this database before attempting any modifications! Fixing errors caused editing your layout is not covered by your techncal support contract so please be carefully while editing any layout in PracticeMaker!

The Forms Module is designed to give users the ability to edit printable output, such as cover sheets, superbills, and recall media. Editing layouts require some knowledge of computers and of the editing techniques used by FileMaker Pro.
Please refer to your FileMaker™ Pro 5.5 manual on how to edit layouts. You can also purchase any number of excellent books including FileMaker Pro for Dummies and The FileMaker Pro 5.5 Bible.

You may edit any layout but you do so at your own risk. We would be happy to do the design work for you and you would be charged our usual custom design fee.

To edit a particular form click its button in the Click to edit a standard layout section. To edit one of the 12 custom forms, select it from the list and click Edit-->>.



Prior to being able to edit a layout you will get the disclaimer dialog below.



Once you get to the layout to edit, you should notice the modal box below (modal means it can be moved in layout mode). It should never be deleted! The buttons on it will either take you back the the main Menu, give you the Sort dialog so you can manually sort the records in this database, or the ability to Practice Print your current layout. The fields on the box are absolutey required for the normal function of this database.




Some specific layouts
1. The Patient Information (Cover) sheet

To edit this form click on Cover. This will bring forward the cover sheet layout. You can make whatever changes you want. The patient’s insurances are listed. To see more of this layout scroll down.
At the bottom of this layout is the patient’s Lifetime Release and Authorization. Edit this area as you wish and the patient can then review all the information and sign after your print.

2. Recall Cards
This layout has been formatted for recall cards that are 4 to a page. These cards are microperforated and will work in both laser and inkjet printers that have a straight printing path.

3. Letters
This layout employs the same letterhead scheme as is used in the Letters Module. The body of the letter needs to get completed in layout mode. By using fancy "merge" commands, you can oul into the letter information specific to the patient.

4. Superbill
The first custom layout is for the Superbill. The example given is from Dr. Zeigen's Ophthalmology office but can be adapted to almost any practice. You will need to change the procedure and diagnosis codes and whtever elsewhere fits your fancy. This design is intended to be printed on a third perforation sheet. The bottom half serves as both the patient's receipt, appointment card and referrals reminder.

5. Thank you Note
When a patient is sent in by another patient his layout is used to send to the referring patient.

6. New Patient Information
This layout is also from Dr. Zegen's practice and is used to give directions to the office, remidn them of the appointment and time, and inform them about insurance and referrals.


last updated 9/3/2004