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This is the community forum for my apps Pythonista and Editorial.
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Templates like form letters?
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I'm a therapist and frequently have to write lengthy reports that have very consistent text for about 75% of the document. Previously, I've used Word and control form fields, locked the document to tab through. Then unlock to customize other sections as needed.
I have yet to find a solution on iPad to reach the same goal. Is it worth my time and effort to try this in Editorial? I have some, a little, experience with Markdown. I've bought the app and am playing with it now.
As I said haven't found another way to get the same thing accomplished. Except maybe TextExpander, but since I don't really get paid usually for write these reports, I'm averse to their subscription model in this case.
Office365 doesn't appear to support fields, and I don't currently have it anyway. Pages doesn't work, unless you also have a Mac to create the necessary templates (don't get me started on not having a Mac, I'm not happy about it either) and I don't think I could tab through to fill it out in Pages anyway.
I have PDFExpert and PDFOffice (yes, I know it's subscription based, too). But that can't create dynamic, flowable pdfs... So the amount of white space left in a mental health evaluation looks terribly unprofessional.
I was thinking that I export reports to pdf, if I could make the process efficiently automated, but still somewhat flexible to edit paragraphs, if a client isn't fitting my standard phrasing and whatnot.
Thoughts? TIA
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So after playing with this the answer. I think is yes, but will probably have a steep learning curve on my part.
Especially learning to format in editorial to produce a professional product.
Ex: I was trying to figure out how to get the app to calculate a client's age from a birthdate, but that seems a little complicated without python, which I'm not ready to tackle.
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@NikkiSchwartzVB If you are smart enough and motivated enough to be a Therapist then learning Python will not be difficult.
Check out the workflow at http://www.editorial-workflows.com/workflow/5821858704261120/n5P57YobUeM
You need to create a .md file in Editorial with the following template text:
Therapy session on {session_date} with {first_name} {last_name}: On {session_date:%B %d, %Y}, Nikki Schwartz had therapy session with {first_name} {last_name} who is a {age} year old {sex} suffering from {issues}.
Make sure that is the current document in Editorial and then run this workflow. You can do this!
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That is the funniest thing I've read this week. Thank you for making my life better today. 😂
I think I could learn Python... It is probably more about whether or not I have the time/energy with family life and a small, independent private practice.
Here's the work flow I'm currently working on. http://www.editorial-workflows.com/workflow/5800999121846272/7puHPfIJDdc
This evaluation is several pages long, this is just the first paragraph. Trying to decide how to move forward. Separate work flows for each paragraph?
(And thank you very much for the compliment :)