LOGIN

HomePatient Portal Materials

Instructions on Customization



Posters
You can modify standard poster designs based on which Portal features you choose to enable. A large text box within the Word document contains the features listed on each poster. To change any of the features listed, click within the text box and use your cursor to make edits.

To replace an existing feature with an alternative feature (such as one of those listed on the Customization Options page):

  • Highlight the text of the existing feature
  • Manually enter or paste the new feature into the position of the previously listed feature.
To add an additional feature to the existing list of features:
  • Highlight an existing feature AND its corresponding checkmark bullet
  • Right click and copy what you’ve highlighted
  • Paste the feature and replace the existing text with new text
  • Making sure the new bullet and corresponding text are both highlighted, drag them to the desired position within the text box (Note: You may have to expand the text box to accommodate additional bullets).
To remove a feature:
  • Highlight an existing feature AND its corresponding checkmark bullet
  • Use the Backspace or Delete key to remove the feature.
To add your organization’s logo:
  • Create a new text box
  • Insert your logo into the text box. This can be done in two ways: Insert > Picture to select an image from your computer OR manually copy and paste the image
  • Move the text box to the desired location on the poster.
You can also choose to convert a poster from Word to PDF format using any number of free PDF converters.



Trifold Pamphlet
You can modify the pamphlet template using Microsoft Word if you do not have graphic design software or resources available. The pamphlet background design is pasted into Word as an image, with several text boxes overlapping the image to make up different panels of text. To customize the pamphlet text (such as with these Customization Options), click within an individual text box and use your cursor to make edits.

To replace existing text:
  • Highlight the text you wish to replace
  • Paste or manually enter new text into the text box.

To add additional information to the existing text:

  • Click within the text box where you wish to add text and paste or manually enter new text (Note: you may have to expand the text box to accommodate additional text).

To remove text:

  • Highlight a portion of text within a text box or select the text box itself, if you wish to delete the whole text box
  • Use the Backspace or Delete key to remove the text.

You can also choose to convert a pamphlet from Word to PDF format using any number of free PDF converters.


Postcard
You can modify our postcard template to suit your organization’s needs. The background designs on both sides of the postcard are pasted into Word as images, with several text boxes making up the postcard’s text. To customize the postcard text, click within an individual text box and use your cursor to make edits.

To replace existing text:

  1. Highlight the text you wish to replace
  2. Paste or manually enter new text into the text box.

To remove text:

  1. Highlight a portion of text within a text box or select the text box itself, if you wish to delete the whole text box
  2. Use the Backspace or Delete key to remove the text.
  3. If you wish to remove a feature on the back of the postcard, delete both the feature AND its corresponding graphic (Note: you may need to rearrange the other features/graphics based on which feature or features you remove).

To add your organization’s logo:

  1. Create a new text box
  2. Insert your logo into the text box. This can be done in two ways: Access Insert > Picture to select an image from your computer OR manually copy and paste the image
  3. Move the text box to the white area beneath the introductory text on the front of the postcard.

You can also choose to convert the postcard from Word to PDF format using any number of free PDF converters.