Version 14.19
Path: Clinical tab > Encounter Templates
Overview
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.
- Click the Clinical tab and select Encounter Templates. The Encounter Template Editor displays.
- Click the plus to expand System : Symptom group.
Tip: It is recommended you expand the System : Symptom group to ensure you do not duplicate a template. |
- Click the Add button.
- Add the template using the properties table definitions below.
| Property | Description |
|---|---|
| Template | Name given to a template. Should be named for ease of searching. |
| Category | Method of organizing like templates. All templates added 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 are preset to be visible to any staff member. |
| Location | 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. |
| Default place of service | The Default place of service is not a required field. This field can be used with templates that are non-office such as Telehealth to automatically populate the Place of service on the Visit Information tab of an encounter note. |
- Click the Encounter Note tab if not already selected.
- Enter a complaint in the CC field or use the Phrase Construction button
to insert phrases. - Enter the history of the complaint in the HPI field or click the Phrase Construction button to insert phrases.
- Click the Detailed ROS tab. Set the ROS Questions/Symptoms.
| Setting | Description |
|---|---|
| Pert | Relevant symptom/question to display when template is opened. |
| Reports | Positive for the symptom/question |
| Denies | Denies the symptom/question |
| N/A | Not applicable for the template. Removes from the group list. |
Note: Select the checkbox Show all groups to see all Review of System groups. Optional tabs, Orders/Workflow and Procedures. Click here to navigate to additional information on completing these tabs. |
- Click the Save button.
Version 14.10
Utilities > Manage Clinical Features > Encounter Template Editor
Overview
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.
- Click Utilities in the main menu.
- Select Manage Clinical Features.
- Select Encounter Template Editor. The template list displays.
- 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. |
- Click the Create a new template button
. - Add the template properties using the table definitions below.
| Property | Description |
|---|---|
| Template | Name given to a template. Should be named for ease of searching. |
| Category | Method of organizing like templates. All templates added 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 are preset to be visible to any staff member. |
| Location | 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. |
- Click the Encounter Note tab if not already selected.
- Enter a complaint in the CC field or use the Phrase Construction buttonto insert phrases.
- Enter the history of the complaint in the HPI field or click the Phrase Construction button to insert phrases.
- Click the Detailed ROS tab. Set the ROS Questions/Symptoms.
| Setting | Description |
|---|---|
| Pert | Relevant symptom/question to display when template is opened. |
| Reports | Positive for the symptom/question |
| Denies | Denies the symptom/question |
| N/A | 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. |
- Click the Save changes to template button
.
