Edit Print Layouts

In this topic, you will learn the process for editing existing print layouts or creating new report layouts.

About Print Layouts

Print layouts provide basic clinical report formatting, including:

  • Placement of standard opening and closing statements on clinical reports
  • Insertion of database fields
  • Logo placement
  • Insertion of Documentation Areas in the body of the report. (Subjective, Objective, Assessment, Plan, Summary, Goals)
  • Formatting report footers

Here is an example of a print layout:

Parts of a Print Layout

The following diagram labels the major sections that define a print layout:

Viewing Existing Print Layouts

Follow these steps to open the Print Layouts dialog box and view print layouts:

  1. From the Templates menu, select Print Layouts . The Print Layouts dialog displays.
  2. To view an existing print layout, find and select the layout you want to view from the Select list:
  3. You can now review or edit the print layout and save those changes by clicking OK.

Creating a New Print Layout

Use the following procedure to create a new print layout in the system:

  1. From the Print Layout dialog, click New.
  2. Enter a unique name for the new layout in the Name field.
  3. Note: Do not use any special characters (such as #,*, !, or +) when naming a print layout.

  4. Press Enter. The new layout name now appears in the Select list.
  5. Edit the contents of the print layout using the procedures that follow this one.

Adding the Report Title

The title of the report appears on the first page and will normally includes patient demographic information, visit information, and your logo. It is generally recommended to include a 2-column table for this purpose to make it easier to control placement of text and graphics.

  1. Click Table to add a table to the title of the report, as illustrated.
  2. The Create Table displays to prompt you to enter the properties for the table you want to add. The settings illustrated here are recommended.

  3. After you enter the table properties, click OK. Now you can enter information in the table. In the following illustration, text is being entered in the right column of the table and the information is right justified.
  4. Enter a data field by double-clicking the desired field in the Fields list.


    Here is an example of title information entered in the right column of a table, including some data fields.

Including a Logo in the Report Title

One of the columns in the report title area may be used for logo placement. Use the following procedure to add a logo image to the title of the report.

  1. Click the Picture icon to add your logo, as illustrated here.
  2. Click Attach to browse for the logo file on your computer. The Select or Add Images dialog displays.
  3. Enter the name of the logo and click Add.
  4. Browse for the graphic file and click Open.
  5. Click OK to place the logo.
  6. Resize the logo, as needed by double-clicking the logo and dragging a corner to make the image smaller as illustrated here.

    Your logo should be proportionate with the height of the other column in your report title.


Placing Documentation Areas in the Layout

The main areas of the documentation (Subjective, Objective, etc) may be placed in the body of the report as illustrated here. Follow these steps to place areas of clinical documentation into the report:

  1. Drag and drop the areas of documentation you want to include in the body of the report:

  2. You may wish to include a summary in your print layout. Usually, the summary will include a closing statement, a signature line and image for the therapist, and some data fields.

  3. Here is an example of a summary section.

Including a Footer

You will almost always need to include footer information in your report layout. This information usually includes the title of the report, patient name, date of service and a page count. It is typically entered into a table as described in the Report Title section to aid placement of the information.

You can add text as well as data fields as described in the report title.

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