Patient Templates (Diary Forms)

Toniq templates are useful whenever a form is required, e.g., LTC, vaccination, consent, PDA, or referral forms. Template fields can be pre-populated with information such as patient name, current GP, or NHI. Templates can be saved on a patient's record and are helpful for audit or clinical review purposes.

Using Patient Diary Templates

• Select a patient, press F10 Other then Open patient diary.
• Press F7 Use Tmplate:
  
• Then search for and select the one required:
  

Create a personalised template

Simple templates can be made within Toniq itself:

• From the main menu, go to 9. Other, 5. Edit note templates, then press F3 Add.
• Use the options under F3 Patient field and F4 Other field to add pre-population details such as patient name, NHI, and date.
•  The function keys can also be used to format the document.

More detailed forms can be created in Word and then imported into Toniq:

• Create a Word document of the form you want to import.
  • Tip: Tables can be used to format where fields need to be placed.
• Save as a .rtf:
  • In Word, press Save as.
  • Select Rich Text Format from the drop-down box below the file name:
    
  • Tip: Save the attachment to C:\Toniq Users\Notes\Templates - use the [Backspace] key to aid in navigating in the file browser - so that loading it is easier.
  • Note: Some formatting (e.g. shading) is not preserved when saving Word documents as Rich Text Format.

• Then in Dispensary, load the saved template into Toniq Dispensary:
  • From the Main Menu, go to 9. Other > 5. Edit note templates.
  • Press F3 Add, then press F10 Other and select 4 Load from template file (.WPT).
  • Highlight the required template.
  • Press F12 Accept Details to save that template.

Templates provided by Toniq

Some templates are available upon request from Toniq for regional or targeted uses. Please email [e-mail] to ask whether a template for a specific group is available.

If a form is unavailable, we can convert it into a Diary Template. Send a Word or PDF document preferably, otherwise a scan, of the form to [e-mail].

Reviewed:15/09/2025