Accessing the Data Toolbar

  • Clicking
  • Pressing Ctrl + D
  • Selecting View > Data Toolbar

    The Data Toolbar and associated available fields vary slightly, depending on whether you are within a letter or a template, and depending on whether you are using the Letter Writer from within a patient's record or via the Clinical front screen;

  • When adding fields to a letter the Data Toolbar's title is 'Data'. When adding fields to a template, it is 'Template Fields'. This is because when creating a letter, the fields you insert become immediately populated with data for the patient whose record you have open, whereas with a template, the fields do not become populated until a new letter is created.
  • You have access to a greater variety of fields when using the Letter Writer from within a patient's record, than from the Clinical front screen. This is because many of the fields relate specifically to patient clinical or demographic data. As such, these fields are only available when a patient's record is open.
  • When adding fields to a template, you have access to an extra field called 'User Defined'. This field allows you to create customised field codes for use in your template. (See User-Defined Fields for further information).