1. Uploading, Creating and Modifying Forms in simplifyMD

2. How to find and enter the simplifyMD Template Library-  www.simplifyMD.com  Enter – Username Password  Select Template Library

3. Watch a quick Video to learn how to use the template library  Simply press the play button

4. Using the Template Library  Use the folders on the left side of your screen to select the type of form or template you need.  Select the name of the document to view the form in the Preview Window.  Select the name of the document in the File Information box to download.  Make sure you save it to a place you will be able to find it later.  To go back to the Welcome page, select the “Welcome file” at the bottom of the folder list.

5. Saving a Form from the Template Library  Select the form  Select the file information link  Save document in RTF Rich Text Format  Save to the desktop or a document folder

6. Printing Our the Merge tags from the Tools Tab Select View Rules about Templates Once the Rules about Templates window is opened Print out the merge tab for a reference sheet or leave the window open and toggle back and forth to view the merge tags

7. Adding a Barcode to a form Add a Barcode to an existing form (Patient Information form) In the document header, right click and select Edit Using your Merge Tag reference sheet Use the Barcode with File Name $[[BC_WNAME]] Note: Barcode should be 20-24 font size

8. Adding merge tags to an existing document Select the appropriate merge tags Add the merge tag to the body of the letter Save as RTF and name the document

9. Uploading Forms to simplifyMD

10. Uploading forms and templates Select the Tools Tab Select Manage Templates from the Navigation Tree From the Tools detail window: Select the Upload a template to the system Select the Tab where the document will be accessed Enter a Display Name Select Chart Note as the label Browse for the document Select upload

11. Test the form for accuracy  Select the document Tab  Select T button  Select Open Read Only  Verify document visually  Print the document  Scan document to Filing Center

12. 2 backup USB hard drives (pictured bottom left). 1 is connected to server via a USB Cable (pictured bottom right) and a power outlet via a UPS unit Swap out the drives everyday – same time – store the one not connected to the server offsite or in a locked fireproof safe. Label each drive – Backup 1 & Backup 2 – Backup A & Backup B Database server back up – nightly at 1:00 A.M. local time. Swap out and plug in each day Backing Up Your Data Digitally

13. Technical Support 678-578-6187 Monday through Friday from 8:00am-8:00pm. (ET) Email: support@simplifymd.com