Skilled Nursing Facilities

Creating Word Document Forms

Working in Microsoft Word, you create various forms and documents to upload and use in your database. For example, you create Document Manager Templates, Rate Change Letters, and Tax Letters. 

Note

Insert page breaks at the top of each page of your document to avoid errors.

For more best practices on formatting Word documents, see Formatting Word Documents for Document Manager.

When a field can pull in more than one set of information, this is called a list field. You can organize list fields in a table on your Microsoft Word Document. Organizing list fields in a table separates out the information into columns. For example, Insurance is a list field, a Resident can have multiple insurance companies, so organizing the fields in a table separates out the multiple insurance companies and their respective information. Identify list fields by selecting XDocReport > Fields  > Details and the List? is Yes. 

  1. Open Microsoft Word.

  2. Create New or Open an existing document.

  3. Click XDocReport.

  4. From the design section, click Fields.

  5. Select Model.

    • For Document Manager Documents, select docmanager.fields.xml.

    • For Rate Change Letter Templates, select rate_change_letter_templates.fields.xml.

    • For Tax Letter Templates, select tax_letter_templates.fields.

  6. Select Load model or double-click on highlighted model.

  7. Place your cursor in the area of the document you want to insert your Field to.

  8. Select the Field Name.

  9. Click Insert Fields.

  • The merge fields can be formatted (bold, italic, font size, color, and so on) in the same way as normal text. You can move the fields in the document to insert them where needed. 

  • The Macro only works on 32-bit version of Microsoft Word 2007 or later on a Windows system.

  • To check your version of MS Word on Office 2010: Go to File > Help. In the About Word area, you see if you have the 32 bit or 64 bit.  If you have a 64 bit MS Word, install a 32-bit version of MS Word.

  • To check your version of MS Word on Office 2013 or 2016: Go to File > Account > About Word. The header shows the installed version of MS Word, and you can check whether it is 32 bit or 64 bit. If you have a 64 bit MS Word, install a 32-bit version of MS Word.