Howdy All! (I’ve posted this in other subs as well, just trying to cast a wide net to get some good info!)
Allow me to give some context. I am in the medical device business and I get dozens of prescriptions from a handful of doctors to provide medical equipment to their patients. In my experience its well received by staff and providers if I have filled out the majority of the prescription so all the provider has to do is note the actual prescription directives and sign/date.
I’d love to create specific templates for each surgeon/facility so that I could put my prescription sheets through the printer and have all the facility/NPI/info that doesn’t change, printed onto the document rather than me having to fill out each one individually before getting notation/signature.
Can anyone direct me to a resource that can teach me how to do this?
Essentially I’m looking to create the same sort of thing I use when printing checks/deposit slips for my business. I put the check sheet on the printer and then it prints all the relevant info I’ve noted in QuickBooks onto that sheet and it’s ready to be sent off!
Does that all make sense? Thank you for any and all assistance!
Assuming that I understood correctly, the printing part is easy. You’d need a template for each prescription made in a program that allows you to place text in any position of the sheet. Then each time you want to print you open that file, change the text and print. This will print your text on the document you feed to the printer, which is what I assume you want. Of course the text placement will require some experimentation as the position of the text might print a little different than what you see on the screen. For the second part, I’m assuming you want data (print text) pulled automatically from QB. This would require some software. I don’t know if something like that exists, but I’d personally write a small program that integrates with QB, pulls whatever text you’re after and then creates a pdf template version for relevant prescrption with the retrieved text and saves the file which you’d only have to print. I’m a software engineer and you might not be technical enough to do it yourself, in which case you’d need to find a programmer to do it for you