To create a recall label you must use the Form Manager located in the report module. A recall label has been created as an examples for you to consider. In the following example, we are going to use the Label called: 4 Card to a page (Recall Manager). This form has been created and linked to the Recall Manager for direct input of the patient record(s) selected via the Recall Manager. For more detailed information on how to create reports/forms see the help section on FastReport.
Basic Concepts:
The form is just another type of report. You use the tools to build a form/label versus a report. The main difference is their classification which is either a form or a report. Forms and reports do not appear in the same location in Filopto. Forms are to help the administration of the practice where Reports are meant to summarize information and provide data/feedback to users and management.
Three types of forms can be created:
1) Non-user input forms - Prints out a static form without requiring data to be identified or entered into the form.
2) Manual Forms - Requires the user to select or enter data into the form template before printing
3) Automated Forms - The form is automatically linked to a section of Filopto which provides the information required to generate the form.
The recall Label/Card that we will examine in this section is an automated form which will input and print the recalls automatically. To achieve this level of automation, Filopto will pass to the form, a field variable which will be used to gather and print the data required in the form.
Creating an Automated Form:
Creating a recall form can be as easy as making a copy of an existing recall form and then modifying it's content. To make a copy select the copy form button on the Form manager tool bar and then edit the new form. For advance users, you can create and design a totally new form by creating a new one from scratch. ( see fast report help for more details).
The Elements of the Form
When you select to edit a form, the report editor will be displayed. The form is located in the center and is made up of several elements that users can change. They are:
1) The Queries - locates the data to be printed
2) The Code Page - Tells the query what data to go and get
3) The Form - Prints the text and data in format you want printed
The Queries:
The basic query for the recall letter has already been created for you and typically does not need to be changed. The queries are located at the bottom of the screen.
You can view and/or edit the query by double clicking on it. The query will be displayed as follows:
The query is a simple query which retrieves information from two tables; the recall table and the patient table. The query also contains a restriction that will not print recalls for patients who have a 'do not mail' field activated in their recall record. You will note that the query is looking for a prompt called "RECALL_NO" which the form will automatically supply to the query. ( if you wish to have your recalls sorted by patient last name you can add to the end of the query (after the last line) the following line: Order by Patients.Lastname
The second query on the form is the ConmpanyInfo query which will print your company address and other information on the form.
The Code Page
The Code page tab contains programming code which links the form with the Recall Manager. The event used is the ONBeforePrint action which basically runs this code before the page is printed. It is unlikely that you will ever need to make changes to this code page.
The code page contains has three commands:
1) The Recall.Close command makes sure that the Recall query is blank by closing it. This causes all data it contains to be lost.
2) The Recall ParambyName command uses the parameter option to retrieve the recall record number from the Recall Manager. The vRecallNo field is an external field which is automatically sent by the recall manager when you press the Generate Recall button. This is the field that automatically links the records selected in the recall manager to the form. This field is renamed RECALL_NO which is the name we gave the prompt in the recall query (see above).
3) The recall open command opens the query causing it to retrieve the data linked to the recall record identified in the vRecallNo field and prints the recall form for the selected data.
This action is repeated for every record selected in the Recall Manager grid causing a recall form to be printed.
The Form
The form is a page, a card or whatever other paper form you wish to create. It contains the text and data you wish the recall form to contain.
In this example it contains a header and the main data band. The header band contains Company Info fields which displays the corporate logo and the company name and address information. The Main Data band contains one Rich Edit text field which contains the message you wish to send.
You can make any change you want on the form by dragging or dropping or deleting the fields at the various location on the page. In order to print a field, it must be completely located in a band.
To edit the Rich text field, double click on the field and a word processor type screen will popup from which you can edit any item you wish. The rich edit field allows for fonts, colors and other formatting options to be easily used.
Data fields are represented by variables contained in square brackets. To delete an item, select the variable and press the delete key. To enter a new data field click on the expression button 
. This will display a list of fields you can enter in the rich edit container.
To select a field, double click on it and it will appear at the bottom of the screen. In the example above the Patients Firstname was selected. By pressing the OK button, it will place this field where your cursor was located. When the form will be printed this variable will be replaced with the actual value of the field.
You may change any text as you wish. Once you have made the changes required, exit the form editor and a message to save the form will appear. Choose the option to save the changes made.
Paper Size
The paper option located under the editors file menu allows users to create any type of form they require. A user can create cards, labels and custom paper size to meet their need. Using this tool, the Recall Manager can accommodate any recall format you require.
