Within Clinical Templates there are many different 'Field Types' that are located on the left hand side of the 'Template Editor' screen. To add any fields to the template click and drag it from the left hand side to the correct position on the template.

This article will explain the different options available for the 'Lookup Type.' When it has been added to the template a menu will appear on the left hand side of the screen which you can see in the image below. You are able to set up different properties against this field.

Name - Putting a name gives the text box a title on the template. Names in field types also relate to the Group Field Type.

Required - Switching this option on will make this a mandatory selection within the template.

Show Inline - Switching this option on will control if the text box will display on the same line as the other text.

Hint Text - Adding text here will display on the text box in the consultation.

Custom List - If a 'Custom List' is added, you can add information from pre-populated lists in TM3. There are three different options you can choose from here.

Output text from all lookup levels - This option works with the 'Custom List' selection. Then this option is on, if there are multiple steps in the list; it will display all steps. If it is off, only the last selection will display.

Allow 'Other' option - This is where you set whether you want 'Other' to appear in the lookup.

Key Question - This field will allow for advanced reporting.

Create Flag - If this option is on when selecting your lookup in the template then a flag will be triggered.

Multi-select - If you turn this option on, you are able to select more than one option in your lookup list.

Reporting - This option allows the text field to pull information directly from the database.

Reporting Field

When the Reporting Field option is clicked it will give you a list of options to choose from. Information relating to the Consultation, Case and Medical History can be added here. If it has not been previously populated in TM3 then no information will appear.

Custom List

When the 'Custom List' option is clicked the following options will appear. These lists are pre-populated within TM3 and can be changed at any time from TM3's 'Settings.' The 'Custom' option contains lookups created in the Custom Lists section within Clinical Templates. The 'Lookup' option contains lookups created within Settings > Configuration. The 'Search' option contains different lists from the database like the practitioner list.

Allow "Other" option

When the Allow "Other" option is clicked the following options will appear. If 'Not Allowed' is clicked then there will be no option to choose Other. If 'Allowed' is chosen then you are able to choose 'Other' and if Allowed with Explanation is picked then you are able to click 'Other' from the list but you will be required to enter an explanation.

Create Flag

When the Create Flag option is turned on you are presented with the screen below. You have to choose an option from the drop down beside where it says 'When value'

You can choose when value 'is' or when value 'isn't'.

After you have chosen your value you then set the type of flag that should be triggered when this value is chosen by clicking 'Select Flag.'

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