Making or Editing Input Templates for Patient Data Collection

Recommended Reading: The Fileman Manual at Hardhats.org Fileman for all Fileman related usage.

Explanation: This is a graphical access to the Fileman Input Template process. Because this is oriented to Patient/Client Registration, it is strictly tied to the Patient file. As noted by the logo at the top of this page, the database manager, Fileman, provides the filing of your work. One note on Fileman's capability: There are fields that can hold multiple values and sub-fields of information. An example of this is the Alias multiple field:

• .01 ALIAS
• 1 ALIAS SSN

Here is a test patient, Mortimer Snerd and his alias(es):

PATIENT LIST
ALIAS	ALIAS SSN
SNERD,MORTY	000001111
QUACKENBUSH,EBENEEZER U	000001112

Multiple fields are identified by the parent field followed by the term (multiple) with children of the parent shown as >>>>>>field name.

Editing or Making a New Template:

• The application will look first for highlighted text in the yellow colored list area.
• If there is none it will then look in the gray colored list area.
• In either case, press the "Make" button.
  • The window will expand showing the template editing area.
  • See Below

• If no template is highlighted (as mentioned above), then the program will retrieve all fields from the patient file and display them in the top listing area.
• The Template field between the two areas will have either the highlighted template name or the default instruction "Template name here". If making a new template, enter a name. (The rollover hint will advise of name formatting, which is minimal.)
• The lower area is a free-text, standard memo. Right-click over it will show the standard copy/cut/paste options.
• There are three buttons next to the Template field:
• Save: Saves your work.
• Cancel: Clears the values in both listing areas and and closes the window.
• ?: This help window.

Process:

1. Highlight a template in one of the template listing areas,
2. Or not, and Press the "Make" button,
3. Enter a name for your template, if one was not selected,
4. Transfer data from the listing above to your memo:
   • Select the fields you want transferred by highlighting either individually, range of fields (CLK-Drag or SHFT-Clk), or multiple individual fields (CTRL-Clk).
   • RIGHT-CLK will automatically move the field(s) to the memo area.
   • To help target sets of fields, use the Find feature at the top of form
   • For example, if you wanted to find address fields for your template, You could enter STREET,CITY,STATE,POSTAL,ZIP,COUNTY, and press the "Go" button. A Separate pop-up will list all those fields in the patient file that contained that text. Then use the SHFT-Click (range) or CTRL- click (individual selections), and press the ok. Those fields will be appended to the template memo area for any further editing.
5. When satisfied with your work, press the "Save" button and the following should happen:
1. The template is saved on the M server system via Fileman
2. The regit.txt listing file at the home directory will be updated
3. The "Templates in regit.txt" listing on this window will be updated
4. The combo template list on the main window will be updated
5. The template will be available for selection.