Printing Templates

This document details the Printing Templates feature found under Settings in your HelloClinic system. This is a powerful visual editing tool that allows you to completely customize the appearance and content of various printed documents in your clinic.

Feature Overview

The Printing Templates feature lets your clinic move beyond rigid print formats. You can design professional templates for common documents like doctor's reports, referral letters, sick leave certificates, receipts, drug labels, and more, ensuring they align with your clinic's brand image and contain precise content.

Key advantages include:

• High Customization: Freely choose everything from paper size and margins to every information field displayed.
• Unified Brand Image: Upload your clinic's logo or letterhead image to give all external documents a consistent and professional look.
• Precise Content: Selectively display necessary information for different document purposes, hiding irrelevant content to make documents clearer and easier to read.
• Real-time Preview: All changes are instantly reflected in the preview area, allowing you to accurately see the final result before saving.

Main Interface Description

The editor interface is mainly divided into three areas: the "Template Selection Area" at the top, the "Editing Settings Area" on the left, and the "Real-time Preview Area" on the right.

1. Template Selection Area

Located at the very top of the page, this area displays all customizable document types in a tabbed format. You must first click on the template type you want to edit before you can start configuring its settings.

• Doctor Report
• Referral Letter
• Prescription
• Leave Paper (Sick Leave Certificate)
• Hospital Letter
• Receipt
• Drug Label
• And other document types...

2. Editing Settings Area (Left Side)

Once you've selected a template, you can make detailed settings in this area.

• Paper Settings:
  • Set the paper Width, Height, and Margin on all four sides, in millimeters (mm). You can configure this based on the paper your clinic uses (e.g., A4: 210x297mm).
• Title Image:
  • Click here to upload your clinic's logo or a pre-designed letterhead image; it will appear at the very top of the document.
• Content Sections:
  • This is the core of the editor. The system lists all available information fields, categorized (e.g., Clinic, Doctor, Patient, etc.), with checkboxes.
  • Check the box for any field you want to display on the document; uncheck it if you don't want it to appear.
• Save Changes:
  • After completing all edits, you must click this button to save your template settings.

3. Real-time Preview Area (Right Side)

• Preview:
  • This area immediately displays the final appearance of the document based on any changes you make on the left side. The preview will be populated with example data so you can clearly see the layout.
• Test Print:
  • Above the preview area, clicking this button directly prints a sample of the current design. It's recommended to perform a test print before saving to ensure the alignment and display on physical paper meet your expectations.

Main Operation Workflow: How to Customize the "Doctor Report" Template

1. Select Template: In the top template selection area, click the Doctor Report tab.
2. Set Paper: In Paper Settings, confirm that the paper size and margins meet your requirements.
3. Upload Logo: Click the Title Image area and upload your clinic's logo.
4. Choose Content:
   • Review each section, such as Clinic, Doctor, Patient, Case, etc.
   • Check all the fields you want to appear on the report, for example: Clinic Name, Doctor Name, Patient Name (English), Age, Diagnosis, Treatment Plan.
   • At the same time, uncheck any fields you deem unnecessary, such as Fax, Mobile Number, etc.
5. Real-time Preview: As you check/uncheck boxes, observe the changes in the Preview area on the right to confirm the layout.
6. Test Print: Click the [Test Print] button to print an actual sample on a blank piece of paper to check the results.
7. Save Template: Once everything is satisfactory, click the [Save Changes] button on the left side.
8. Done! From now on, whenever you print any "Doctor Report" from the system, your newly designed template will be automatically applied.