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SmartOB Prenatal Forms

 

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Once you find the SmartOB prenatal forms file you want to use, just double-click on the file and it will load into Excel.

The SmartOB prenatal forms require that Macros be enabled for them to function. This is critical and should be the next thing you do here.

When Macros are enabled, the forms will look for a license stored in the form itself or in a license file if the license in the form isn't found or has expired. If the form can't find a valid license, then see about the SmartOB.Lic file here.

Now before you go and start copying and renaming the forms and using them, unless your name is Charles Bloom or Happy Valley Women's Care, you will want to customize them.

If you have a previously customized set of SmartOB Prenatal Forms, you may use the Customization Form that loads when opening a new set of forms.

To change the name on all the forms at the same time, group all the Forms. First, select Ob Form 1 by Left-Clicking on its TAB.
   
Then, while holding the Shift key down, select Ob Form 3 (2) by Left-Clicking on its TAB so that all the TABS are highlighted.

For Excel 2007, skip to here...

   
In Excel 2003

Next, Left-Click on File

   
In Excel 2003

Then, Left-Click on Page Setup...

Now, skip to here...

   

In Excel 2007

Next, Left-Click on Page Layout (red arrow) and then Left-Click on Print Titles (green arrow)

You may also Left-Click on Insert and then Left-Click on Header & Footer

 

   

 

 

Now ensure that the Header/Footer tab on top is selected...

And Left-Click on Custom Header... Button

 

 

 

 

   
Now follow the instructions in the window to change the Header.

Arrows:
Red- Font format
Green
- Replace the existing name with the name of your practice
Black- Replace my logo with yours
Blue
- Insert your picture
Yellow- format your picture
 

   
Gridline colors are a matter of personal taste and can be changed as well.

You can easily change the gridline color of all forms at the same time. First select all the forms. For help doing this, follow the instructions at the top of this page.

These are the instructions for Excel 2003, for Excel 2007 go here.

Then, click on Tools and then Options.

   
You will then see this window.

Click on the Gridlines color listbox (arrow)that brings down the color chart. Then choose the color that you want to try and click OK. That's it. The default color is Aqua (arrow). You may find that the colors in the middle row work best for making the gridlines visible but not overpowering and also making the active cells "pop."

You DO NOT want to check the Gridlines box.

   

 

 

 

 

 

Excel 2007

First, Left-Click on Office Button (red arrow) and then Left-Click on Excel Options (green arrow)

 

 

 

 

 

   
Next, Left-Click on Advanced Button (red arrow) and then scroll down to Display options for this worksheet: (green arrow) and then Left-Click on Gridline color listbox (blue arrow) that brings down the color chart. Then choose the color that you want to try and click OK in the bottom right corner. That's it. The default color is Aqua (outlined). You may find that the colors in the middle row work best for making the gridlines visible but not overpowering and also making the active cells "pop."
   
If you have been using the SmartOB Prenatal Forms, version 3.15 or greater, and already have a customized template, you may copy that template using the SmartOB Customization Form to the left. When a new version of the forms is loaded, you will be asked if you want to copy the customization of your previous template to the new forms. If you answer yes, you will see the screen to the left.

The Customization Form will copy all the customizations or only those that you select. Note that some graphics do not reliably copy.

Once you have the forms looking the way you want on Print Preview, you'll want to check the settings for Reminders and Warnings on the Preferences sheet and change them if necessary to meet your needs. You can do that here. You'll also want to add any Initials and Signatures of those who are expected to be using the forms. Access the Initials and Signatures forms by selecting any INITIALS or Signature fields on Forms 3 and 4.

When the forms look the way you want and you are done setting the reminders the way you want and the forms have loaded correctly with the license, save the form as your template form. You can give it an .xlt extension preventing you from accidentally overwriting it.

There are other tutorials that guide you in the practical use of the forms in your practice.


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Copyright 2007 SmartOB
SmartOB is a registered trademark and SmartOB Prenatal Forms are Copyright Charles S. Bloom, MD
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Last modified: 01/04/15