Add a Nurse Visit Template

Version 14.10
Utilities > Manage Clinical Features > Encounter Template Editor


This article is meant to provide you with an understanding of the content in a typical nurse visit template.  You will be instructed on methods of customization to ensure the templates reflect the workflow of the practice.

  1. Click the Utilities in the main menu.
  2. Select Manage Clinical Features.
  3. Select Encounter Template Editor. The template list displays.
  4. Click the plus to expand System:Nursing Visits.

It is not required to expand the group, but it is best practice to make sure you do not duplicate a template.
  1. Click the Create a new template button .
  2. Add the template properties using the table definitions below.

TemplateName given to a template. Should be named for ease of searching.
CategoryMethod of organizing like templates. All templates edited in this section will be located in the Nurse Visits category.
AuthorAssignment of a template to a specific user. Templates assigned an author may only be edited by that user.
Appt TypeSelection of a default appointment type. Not a requirement to save the template.
VisibilityAbility to restrict who can view the selected template. All symptom templates will have a visibility of Any staff member.
LocationAssignment can be made to view templates by location.
Finalize StatusSelection set to who may finalize. Most templates will be set to Providers only, but if the nurse staff have permission to finalize their notes the status would be set to Clinical Staff Only.
  1. Click the Encounter Note tab if not already selected.
  2. Enter a complaint into the CC field or use the Phrase Construction button  to insert phrases.
  3. Enter the history of the complaint in the HPI field or click the Phrase Construction button  to insert phrases.
  4. 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.
PlanThis 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 and timings for further review or follow-up are generally included.
InstructionsInstructions 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.
  1. Add a diagnosis code.
  1. Click the Add button .
Note: Click the Prim? checkbox when 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.
  1. Click into the ICD10 Description field and click the Search button. The ICD10 search window displays.
  2. Enter a description or code in the ICD10 Code/Description field and select the diagnosis code.
  3. Click into the SNOMED Description field, begin typing and click the Search button. Select the SNOMED code.
  4. Click the Save button.
  1. Click the Detailed ROS tab. Set the ROS Questions/Symptoms using the table definitions below.

PertRelevant symptom/question to display when template is opened.
ReportsPositive for the symptom/question.
DeniesDenies the symptom/question.
N/ANot applicable for the template.  Removes from the group list.

Note: Select the checkbox Show all groups to see other Review of System groups .
  1. Click the Orders/Workflow Tab. Click here for detailed information on each tab in Orders/Workflow.
  2. Click the Procedures tab. Click here for detailed information on completing the Procedures tab.
  3. Click the Save Changes to template button .