Utilities > Manage Clinical Features > Encounter Template Editor
You will have an understanding of the content of a typical symptoms template. You will be instructed on methods of customization to ensure the symptom templates reflect the workflow of the practice.
- Click the Utilities button on the menu toolbar.
Menu Toolbar: Utilities
- Select Manage Clinical Features.
- Select Encounter Template Editor. The template list displays.
- Click the plus to expand a System group.
Encounter Template Editor: Diagnosis Template Group Expanded
|It is not required to expand the group but is good practice to make sure you do not duplicate a template.|
- Click the Create a new template button.
- Add the template properties using the table definitions below.
Encounter Template Editor: Template Properties
|Template||Name given to a template. Should be named for ease of searching.|
|Category||Method of organizing like templates. All templates edited in this section will be located in the Symptom category.|
|Author||Assignment of a template to a specific user. Templates assigned an author may only be edited by that user.|
|Appt Type||Selection of a default appointment type. Not a requirement to save the template.|
|Visibility||Ability to restrict who can view the selected template. All symptom templates will have a visibility of Any staff member.|
|Location||Assignment can be made to view templates by location.|
|Finalize Status||Selection set to who may finalize. Most templates will be set to Providers only.|
- Click the Encounter Note tab if not already selected.
- Complete the fields of the Encounter Note tab.
|Counseling (optional)||Information entered includes counseling that is commonly done during the visit.|
|Coordination of care (optional)||Information entered includes activities between two or more participants (including the patient) involved in a patient's care to facilitate the appropriate delivery of health care services. Typically the information in this field is entered at time of visit.|
|Assessment (optional)||The likely diagnosis should be included in this section of the note. If a conclusive diagnosis has not been made yet, some possible diagnoses can be charted. It may include additional diagnoses that need to be ruled out.|
|Plan||This describes what will be done to treat the patient – ordering labs, referrals, procedures performed, medications prescribed, etc. This should address what was discussed or advised with the patient as well as timings for further review or follow-up are generally included.|
|Instructions||Instructions entered will be visible on the Patient Portal when the template is selected. Instructions are typically a summary of the visit written for understanding by the reader.|
- Add a diagnosis code.
- Click the Add button.
- Click the Prim? checkbox if the code is the primary diagnosis.
- If the diagnosis code involves laterality, severity, etc., you can add multiple Primary Diagnosis codes that will create a pop-up when the template is applied to select the most specific code for that visit .
- Click into the ICD10 Description field.
- Click the Search button. The ICD10 Search window displays.
- Enter a description or code in the ICD10 Code/Description field.
- Select the diagnosis code.
- Click the SNOMED link button.
- Select the SNOMED code.
- Click the Save Entry button.
- Click the Detailed Exam tab .
- Set the exam points.
|Pert||Relevant question to display when template is selected.|
|Reports||Positive for the exam point|
|Denies||Denies the exam point|
|N/A||Not applicable for the template. Removes from the group list.|
|Note: To expand an exam group click the heading or the plus button.|
- Click the Orders/Workflow tab .
- Click the Procedures tab.