Add a Symptom Template

Version 14.8
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 building a symptom template from scratch and using the copy feature. Your understanding of symptom templates and their uses will ensure that the symptom templates reflect the workflow of the practice.

  1. Click the Utilities button  on the menu toolbar. 

Menu Toolbar: Utilities

  1. Select Manage Clinical Features.
  2. Select Encounter Template Editor. The template list displays.
  3. Click the plus to expand System: Symptom group.

Encounter Template Editor: Symptom Templates Expanded

It is not required to expand the group but is good 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.

Encounter Template Editor: Template Properties

Name given to a template. Should be named for ease of searching.
Method of organizing like templates. All templates added in this section will be located in the Symptom category.
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.
Ability to restrict who can view the selected template. All symptom templates are preset to be visible to any staff member.
Assignment can be made to view templates by location. If there are multiple locations leave this field blank.
Finalize Status
Selection set to who may finalize. Most templates will be set to Providers only.
  1. Click the Encounter Note tab  if not already selected.
  2. Enter a complaint in the CC field OR click the Phrase Construction buttonand insert phrase.
  3. Enter the history of the complaint in the HPI field OR click the Phrase Construction button  and insert phrase.
  4. Click the Detailed ROS tab .
  5. Set the ROS Questions/Symptoms.

Encounter Template Editor: ROS

Relevant symptom/question to display when template is opened.
Positive for the symptom/question
Denies the symptom/question
Not applicable for the template. Removes from the group list.
  1. Click the Orders/Workflow tab.

This tab is optional. Only go to this tab if you need orders placed when the Symptom template is used.
  1. Click the Procedures tab .

This tab is optional. Only go to this tab if you need procedure billing complete when the Symptom template is used.
  1. Click the Save changes to template button .