Skilled Nursing Facilities

Creating Word Template Fields (XDocReport Tab)

You can create Word templates with the PointClickCare Word Macro. It helps you easily add merge fields into your Word file. You can access the fields available for use from your Microsoft Word program. 

  1. Open Word doc.

  2. Click XDocReport.

  3. Click Fields.

  4. Select Model.

  5. Select docmanager.fields.xml.

  • If your organization is using rate change letters and tax letters, select the correct model to have the correct field tags for your type of letter/form being created.

  • The Resident field information pulls from the Resident's detail section for the Resident.

  • The Census field information pulls from the Resident's Census Information.

  • The Facility field information pulls the Facility Setup/Configuration.

  • The Primary Physician field information pulls from the Resident's medical professional area on their Financial Chart and from the medical professional listing.

  • The Insurance fields information pulls from the Resident's Payer Setup on their Financial Chart and from the A/R Insurance information.

  • The Responsible Party and Emergency Contact field information pulls from the Resident's Contacts on their Resident Profile tab.

  • The Other field pulls from the date the document was generated and A/R Configuration.

  • Address Linear means the address lines 1-3 appear across in a row.

  • Address Stacked means the address lines 1-3 appear one on top of each other.

  • The Medical Record field pulls from the identifier used for MR/HCN# in General Configuration.