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. Your understanding of symptom templates and their uses will ensure that the symptom templates reflect the workflow of the practice.

  1. Click 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: Symptom group.

It is not required to expand the group but 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.

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 use the Phrase Construction buttonto insert phrases.
  3. Enter the history of the complaint in the HPI field or click the Phrase Construction button  to insert phrases.
  4. Click the Detailed ROS tab. Set the ROS Questions/Symptoms.

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.

Optional tabs, Orders/Workflow and Procedures. Click here to navigate to additional information on completing these tabs.
  1. Click the Save changes to template button .