Documatic: A Documentation Tool Generator
Documatic takes text and modifies it to create Epic Documentation Tools. Create lists and phrases quickly and easily.
Older Browser Alert
Your web browser is challenged by the modern age, and is unlikely to work adequately with the Documatic application.
I recommend you upgrade to a young, spry web browser and try again.
You can of course forge blindly ahead, flogging your aging web browser instead of allowing it to retire to the green pastures of the recycle bin. You are, however, unlikely to be satisfied with the results.
If you continue, you will find that formatting is ugly and check boxes will not be added to allow item selection in the outline
Quickly create Epic tools in 4 steps
Create highly functional documentation tools in 4 easy steps. Really.
Step 1: Data-mine FPnotebook.com
Search or browse to one of 5800 topics. Referenced. Up-to-date.
Step 2: Select just what you want
Click the check boxes preceding the outline items you want to use.
Step 3: Go, Run, Play
Change any options to customize your tool and click the blue "run" button.
Step 4: Copy to Epic
Click the blue "copy" button. Paste into an Epic Smart Phrase. Done.
Documatic Help
1. Screen Layout
The screen can be divided into 3 sections: Menu bar, source and destination. We'll start in the source section at screen left.
2. Source
The source information can be web content or pasted plain text. We'll begin with web content. Click the black button with the globe icon.
3a. Source Browser Overview
The browser opens with the mobile version of fpnotebook.com. Use the Table of contents or search terms to find the topic of interest.
3b. Source Browser Limitations
Only fpnotebook topic pages will serve as usable source outlines (not books or chapters in the TOC).
3c. Source Browser Limitations
Web Browsers limit the source to "same server" (i.e. fpnotebook.com), so external sites (e.g. emedicine) can not be used in the "Web" Tab.
4. Source Browser Page Selection
Click the button in the lower right corner to use the selected page as source information
5a. Source selection tree loading
Once the source browser closes, the source selection tree will automatically load with the selected topic page.
5b. Source selection tree basics
Click the check boxes next to the list items you wish to use from the source.
5c. Source Selection tree depth
The source menu bar has a button to choose the levels of depth that will be selected with each clicked check box.
6a. Single or Multiple Selection lists
The M-S toggle button allows you to output the selected lists to either Single (S) Select Lists or Multiple (M) Select lists
6b. Setting Single or Multiple Selection list IDs
The option dialog allows users to insert which IDs to use for the Single and Multiple Select Lists in their specific Epic Installation.
7a. Filters
The filter button (right arrow when off) allows for custom processing of the list output.
7b. Filters Off (Right Arrow button)
When filters are off, each outline level of selected items are processed to a different list
7c. Filters On (Filter button)
When filters are on, the various selected item levels are processed based on the selected template in the options dialog
7d. Filter Template for list sub-levels
Filter templates allow sub-levels to be output to bulleted lists or enclosed in parentheses.
7e. Filter Templates
Filter templates can also output a group of lists for different uses such as giving decision calculators (e.g. Well's Score) a consistent look.
8. Plain Text
Plain text can be used as a source from within the 'Text' tab. Each line will be converted to a new row in a single list.
9. Go, Run, Play
Clicking the play button will process the source selected items into the destination window.
10. Destination Editing
The Destination box is a rich text editor, allowing for text modification and formatting.
11. Copying to clipboard
The copy button (far right, blue) places the text from the editor onto the clipboard. Ctrl-A (select all) and CTRL-C (Copy) will do the same.
12. Pasting in Epic
If you paste directly into Epic, all formatting will be lost. You can however, paste into MS Word and then into Epic to retain formatting.
13. Future
In the future, pasting rich text into Epic directly will be enabled. A repository of pre-made tools is also planned.
Some Assembly required... Documatic generated tools rely on 2 smart lists inside of Epic. Although each user can create their own version of these, it is far more efficient to create these on a system level.
Please give the following document to your Epic Support team and ask that they install the 2 smart lists described. Your Epic support team may also recognize that this method (creating smartlists on the fly using 2 base lists) has broader use beyond the Documatic program.
Documatic Complete Reference Epic Setup ReferenceResources...Both the Epic Set-up instructions as well as the "Getting Started" information are included in the Documatic Reference.
Documatic Complete ReferenceDocumatic: Source Selection
Navigate to your source and then click import.