How to Create Clinical Note Templates

Use the Clinical Notes Template screen to create, copy, or edit templates to use when adding clinical notes for a patient.

To create notes templates:

1. From the Administration tab, Templates > Clinical Notes Templates.
2. Under Actions, select Create New Template. The fields become editable.
   
3. Enter a unique Template Name.
   
4. Select a Category from the list, or click Edit to access the Manage Template Categories window to add or edit a category.
5. 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. 
6. Click Open Merge Fields and to select elements to include, and enter/format the text for the template using the appropriate controls.
   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.
7. Click Save Template.

Note:  You can use the Status options to make an existing template Active or Inactive, as needed.