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Once you find the SmartOB prenatal forms file you want
to use, just double-click on the file and it will load into Excel.
The SmartOB prenatal forms require that Macros
be enabled for them to function. This is critical and should be the next thing
you do here.
When Macros are enabled, the forms will look for
a license stored in the form itself or in a license file if the license in the form
isn't found or has expired. If the form can't find a valid license, then see
about the SmartOB.Lic file here.
Now before you go and start copying and renaming
the forms and using them, unless your name is Charles Bloom or Happy Valley
Women's Care, you will want to
customize them.
If you have a previously customized set of
SmartOB Prenatal Forms, you may use the
Customization Form that loads when opening a new set of forms.
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To change the name on all the forms at
the same time, group all the Forms. First, select Ob Form 1 by
Left-Clicking on its TAB. |
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Then, while holding the Shift key down,
select Ob Form 3 (2) by Left-Clicking on its TAB so that all the TABS
are highlighted. For Excel 2007,
skip to here... |
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In Excel 2003
Next, Left-Click on File |
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In Excel 2003
Then, Left-Click on Page Setup...
Now, skip to here... |
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In Excel 2007
Next, Left-Click on Page Layout
(red arrow) and then Left-Click on Print Titles (green
arrow)
You may also Left-Click on Insert and then Left-Click on
Header & Footer
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Now ensure that the Header/Footer tab on top is selected...
And
Left-Click on Custom Header... Button
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Now follow the instructions in the window
to change the Header.
Arrows:
Red- Font format
Green- Replace the existing name with the name of your practice
Black- Replace my logo with yours
Blue- Insert your picture
Yellow- format your picture
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Gridline colors are a matter of
personal taste and can be changed as well.
You can easily change the gridline color of
all forms at the same time. First select all the forms. For help doing
this, follow the instructions at the top of this page.
These are the instructions for Excel
2003, for Excel 2007 go here.
Then, click on Tools and
then Options. |
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You will then see this window.
Click on the Gridlines color
listbox (arrow)that brings down the color chart. Then choose the color
that you want to try and click OK. That's it. The default color is Aqua
(arrow). You may find that the colors in the middle row work best for
making the gridlines visible but not overpowering and also making the
active cells "pop."
You DO NOT want to check the Gridlines
box. |
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Excel 2007
First, Left-Click on Office Button
(red arrow) and then Left-Click on Excel
Options (green arrow)
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Next, Left-Click on Advanced Button
(red arrow) and then scroll down to
Display options for this worksheet: (green
arrow) and then Left-Click on Gridline color
listbox (blue arrow) that brings down the color chart. Then choose the color
that you want to try and click OK in the bottom right corner. That's it. The default color is Aqua
(outlined). You may find that the colors in the middle row work best for
making the gridlines visible but not overpowering and also making the
active cells "pop." |
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If you have been using the SmartOB
Prenatal Forms, version 3.15 or greater, and already have a customized template, you
may copy that
template using the SmartOB Customization Form to the left. When a new
version of the forms is loaded, you will be asked if you want to copy
the customization of your previous template to the new forms. If you
answer yes,
you will see the screen to the left.
The Customization Form will copy all the
customizations or only those that you select. Note that some graphics do
not reliably copy. |
Once you have the forms looking the way you want
on Print Preview, you'll want to check the settings for Reminders and Warnings
on the Preferences sheet and change them if necessary to meet your needs. You can do that
here. You'll also want to add any Initials
and Signatures of those who are expected to be using the forms. Access the
Initials and Signatures forms by selecting any INITIALS or Signature
fields on Forms 3 and 4.
When the forms look the way you want and you are
done setting the reminders the way you want and the forms have loaded correctly
with the license, save the form as your template form. You can give it an .xlt
extension preventing you from accidentally overwriting it.
There are other tutorials that guide you in the
practical use of the forms in your practice.
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![[Company Logo Image]](images/SmartOB%20Lgt%20Purple%20ScriptMT%20small.jpg)