Use the Clinical Notes Template screen to create, copy, or edit templates to use when adding clinical notes for a patient.
To create clinical notes templates:
- From the Administration tab, Templates > Clinical Notes Templates.
- Under Actions, select Create New Template. The fields become editable.
- Enter a unique Template Name.
- If you want to associate the template with a specific user, select an Associated User.
Note: Associating a template with a user (Team Member) makes it one of the user's suggested Clinical Notes templates that are displayed by default when adding Clinical Notes to a patient's clinical history. Having the Associated User set to All Users, will allow the user to see all active templates. - Select if the template is a Full Template or Snippet.
Note: Snippets are shorter more focused pieces of text or questions that can be used to create a clinical note. They allow more flexibility to quickly create clinical note variants. - Select a Category from the list, or click Edit to access the Manage Template Categories window to add or edit a category.
- In the Favorite field, select Yes or No. If you select Yes, the template is pushed to the top of the list when adding a clinical note.
Note: You can also click the green star in the template list to designate favorites. - Begin typing the body of the note template.
- Click Add Merge Fields to insert a merge field where the cursor is currently located in the template.
Note:
-- When clinical note templates are used for a patient record, the selected information is merged in place of the merge field placeholder that is displayed, including any punctuation or spacing. Keep this in mind when formatting the note.
-- For example, an oral surgery office may want to add a Completed Procedures, Completed Procedures Description, or Completed Procedures and Completed Procedures Description merge field to a clinical note template, rather than manually entering this information. When procedures are posted to a patient's account on the associated service date, they are automatically applied to the Completed Procedures merge fields within the template. - Click Add Questions to add entries from the Question Library into the template.
Note:
-- Questions can be answered using the template for a patient record. Be aware only the answer is displayed and any necessary context should be included in the note template.
-- The questions are temporarily blue to catch your attention. They revert to normal text when a clinical note for a patient is created, the answers are selected, and the note is saved.
See How to Create Custom Patient Questionnaires and How to Add Event-Based Clinical Notes for more information. - Click Save Template.
Note: You can use the Status options to make an existing template Active or Inactive, as needed.
To edit a clinical notes template:
- From the Administration tab, Templates > Clinical Notes Templates.
- Select a template from the list.
- Under Actions, select Edit Selected Template. A prompt is displayed asking if you want to edit the template or create a copy.
- Select Edit Template to proceed with editing the template. The fields become editable.
- Make any needed changes.
- Click Save Template.
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