Miscellaneous

Using standard text

Digita Practice Advanced includes a feature called standard text, which enables you to define blocks of text of any length, each identified by a unique ID, that can then be used in several places throughout the application where you can enter text. In text fields that are enabled for standard text, you can specify a Standard Text ID and the application will automatically insert the text associated with that ID. This feature can be a significant time-saver when you enter the same or similar text multiple times. Standard text can be used in the following places:
  • Time & Expense Entry:
    Comment
     field
  • Time & Expense Entry:
    Biller Note
     field
  • Receipt & Adjustment Entry:
    Comment
     field
  • Billing: Compose tab

Using standard text in the Comment fields and Biller Note field in Time & Expense Entry and Receipt & Adjustment Entry

  1. Click the field into which you want to insert the standard text.
  2. Click the Open field button that appears in the field when active. A dialog for that field opens.
  3. Enter the Standard Text ID, or click the drop-down and select it from the list. The standard text corresponding to the entered ID will appear in the text area of the window.
    note
    • If the text includes one or more text prompt variables, a dialog shows the text prompt into which you can enter the text value that you would like inserted in place of the text prompt.
    • You can modify the text if you choose.
  4. Click OK to transfer the text to the field.

Using standard text in the Compose tab in Detail Billing

  1. Position the cursor in the text box at the location where you would like to insert the standard text.
  2. Click the Standard Text button in the Compose screen toolbar.
  3. Follow the applicable steps above to retrieve and insert the standard text into the Compose tab.

This article applies to:

  • Product: Digita Practice Advanced