Version 14.19
Overview
This section of template design demonstrates the edit or addition of follow up tasks associated to a template.
Add a Follow Up
- Review the Follow up tab.
- Click the Followup tab.
Encounter Template Editor: Assess/Plan Followup Tab
- Click the Insert Record button .
Note: You may also click into the add new record field.
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- Select a follow up Template from the Template/Purpose drop-down menu. If there is no template to select for the follow up, you may type in the Template/Purpose field. If a template is selected, the appointment will be made using the selected template.
- Type instruction for follow up in the Timeframe/Instructions field.
- Select a Department from the drop-down menu.
Encounter Template Editor: Department
- Click the dropdown arrow and select a Usage.
Encounter Template Editor: Usage
Usage | Definition |
---|---|
Alternate | Will show the item in the task window. An alternate item needs to be selected at time of charting. |
Routine | Will show the item in the task window with a checkmark already selected in the add box. A routine item is selected for task submission at time of charting. |
Standing | A standing order is submitted as a task to the selected department when the template is used at time of charting. |
- Click the Post edit button .
Edit a Follow Up
- Review the Follow up tab.
- Click the Followup tab.
Encounter Template Editor: Assess/Plan Followup Tab
- Click to highlight the follow up to edit.
- Click the dropdown arrow in the Template/Purpose field, select a template or type the purpose.
- Add or edit the Timeframe/Instructions.
- Click the dropdown arrow in the Department field, select a Department.
- Click the dropdown arrow in the Usage field, select a Usage.
- Click the Post edit button .
Delete a Follow Up
- Review the Follow up tab.
- Click the Followup tab.
Encounter Template Editor: Assess/Plan Followup Tab
- Click to highlight the follow up to delete.
- Click the Delete record button.
Version 14.10
Overview
This section of template design demonstrates the edit or addition of follow up tasks associated to a template.
Add a Follow Up
- Review the Follow up tab.
- Click the Followup tab.
Encounter Template Editor: Assess/Plan Followup Tab
- Click the Insert Record button .
You may also click into the add new record field. |
- Click the dropdown arrow in the Template/Purpose field and select a follow up template.
Encounter Template Editor: Assess/Plan Followup Template Selection
If there is no template to select for the follow up, you may type in the Template/Purpose field. If a template is selected, the appointment will be made using the selected template. |
- Type instruction for follow up in the Timeframe/Instructions field.
Encounter Template Editor: Assess/Plan Timeframe/Instructions
- Click the dropdown arrow and select a Department.
Encounter Template Editor: Department
- Click the dropdown arrow and select a Usage.
Encounter Template Editor: Usage
Usage | Definition |
---|---|
Alternate | Will show the item in the task window. An alternate item needs to be selected at time of charting. |
Routine | Will show the item in the task window with a checkmark already selected in the add box. A routine item is selected for task submission at time of charting. |
Standing | A standing order is submitted as a task to the selected department when the template is used at time of charting. |
- Click the Post edit button .
Edit a Follow Up
- Review the Follow up tab.
- Click the Followup tab.
Encounter Template Editor: Assess/Plan Followup Tab
- Click to highlight the follow up to edit.
- Click the dropdown arrow in the Template/Purpose field, select a template or type the purpose.
- Add or edit the Timeframe/Instructions.
- Click the dropdown arrow in the Department field, select a Department.
- Click the dropdown arrow in the Usage field, select a Usage.
- Click the Post edit button .
Delete a Follow Up
- Review the Follow up tab.
- Click the Followup tab.
Encounter Template Editor: Assess/Plan Followup Tab
- Click to highlight the follow up to delete.
- Click the Delete record button.