Advanced options provide you with additional methods to modify templates functions. Advanced options include the following functionalities:

  • "Lock" a template and it's associated documents, so terms cannot be added, moved or deleted
  • For IDNT templates and documents, hide IDNT assessment headers on Word exports
  • Hide the visibility of fields and terms on Word exports and on the client view of client access forms
  • Copy or auto fill fields and terms with information from the last time they were completed (copy information from one document to the next).
  • Make selected fields compulsory to fill out
  • "Lock" terms so they cannot be edited (blank text fields only)

Enabling Advanced Options

To enable advanced options on a doc template, follow the steps below: 

1) Open the specific doc template you wish to edit. For information about doc templates please click here.

2) Select the tick box - Show advanced options, on the top right of the page.

3) Additional options will appear below the tick box, as shown below.

4) As well as below each term on your template (shown below). 

5) And against each field in a term (shown below).                                                

Option 1: Terms cannot be Added, Moved or Deleted

The advanced option - Terms cannot be added, moved or deleted, essentially 'locks' the format of documents created using the template. Click here for information about the difference between documents and templates. 

1) To enable this option, select - Term cannot be added, moved or deleted (located on the top right of the screen). 

2) Scroll down to the bottom of the template and save.

3) When creating a new document using this template, you (and other members of your organization) will be unable to move or delete saved terms or add new terms to the document. The New Term button will be missing from the document, as well as the edit term side tab. 

Option 2: Hide IDNT Assessment Headers

In IDNT templates only, Kalix allows you to hide the IDNT assessment headers that automatically appear on Word exports. Click on the links to see more information about IDNT Documents and IDNT Templates

1 ) To enable this option, select - Hide IDNT Assessment headers (located on the top right of the screen). 

2) Save the template.

Now Word exports created using this template, will not contain the IDNT Assessment headers.

The screenshot below displays a Word export with the IDNT Assessment headings and one without the headings.

Option 3: Field/Term Not Visible Externally

The field/term not visible externally function hides fields and terms so that they are not visible on both Word exports and on the client view of client access forms. Click here to find out more information about Client Access Forms. You enable this advanced option on specific terms or fields you wish to hide.

1 ) On each term you wish to hide, select the tick box - Term not visible externally (as shown below).

2) If you wish to hide only a specific field within a term, Kalix also allows you to do this. Select your desired field by clicking on it. A pop-up appears (as shown below), choose the option - Not visible externally. 

3) Scroll down to the bottom of the template and save.

When exporting to Word from this template or a created document, the desired information will be hidden.

The fields or terms will also be hidden from the client view of any client access forms created from the template. 

Option 4: Copy from Last Time

The copy from previous functionality allows you to auto-fill fields and terms with information from the last time they were completed. It does not matter whether the terms and fields are one different templates i.e. you can use this functionality to copy client information automatically from their intake form into your chart note. Enable this advanced option on templates that contain specific terms or fields you wish to copy information into. 

1 ) On each term you wish to auto-fill information from previous, select the tick box - Copy all from last time (as shown below).

2) If you only wish to auto-fill information into a specific field within a term, Kalix also allows you to do this. Select your desired field by clicking. A pop-up appears (as shown below), choose the option - Copy from previous.

3) Scroll down to the bottom of the template and save.

4) When creating a new document using this template, the desired information will be auto-filled. 

Option 5: Should be Filled in

The field should be filled in function, makes selected fields on a template, compulsory to fill out on the related client document or client access form. If these fields are not completed, Kalix highlights the terms containing these compulsory fields (as shown below).

1) On each field, you wish to make compulsory, select it by clicking on it. A pop-up appears (as shown below), choose the option - Should be filled in.

3) Scroll down to the bottom of the template and save.

Option 6: Term cannot be Edited

The term cannot be edited function "Lock" terms so they cannot be edited (Blank text fields only). This is useful for adding headings or instructions to documents, templates or client access forms. 

1) On each term you wish to "lock" select - Term cannot be edited (as shown above).

2) Scroll down to the bottom of the template and save.

Now, this field cannot be edited on any documents or client access forms created using the template.

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