Word documents are used to generate documents and forms that are saved to Client Communications.

Go to Templates (Word) – Direct CONTROL Medical (DCM) to view how to work with templates and bookmarks.

Informed Financial Consent Templates

• IFCs aka Estimates are Word documents/templates that you can customise to suit your needs.
• You need to have an understanding on file types (.doc, .docx, .docm) ... Tell me more?
• There are three IFC templates saved in \\DirectCONTROLServerFiles\Templates\IFC folder
• Each include the [IFC_Items] bookmark that must not be edited or deleted
• Depending on the Benefit selected on the IFC, the relevant IFC template will be used
  • In Room
  • In Hospital
  • Medicare Schedule
• The IFC Document Name, to include its file type extension, needs to be entered here in Utilities - Lookups - General - Benefit Level. If this is not correct, you will receive the error that the file cannot be found

Entities Customised Templates

• Entities can have their own customised IFC layouts per Location
• The file names must be the same as entered in Utilities - Lookups - General - Benefit Levels
• These files are saved to \\DirectCONTROLServerFiles\Templates\IFC\Entity Name. This path then needs to be entered in Utilities - Entities -(Entity) - Locations(Active) - (Location) - Other