Add Well Visit Templates

Version 14.8

Utilities > Manage Clinical Features > Well Visit Template Editor

Overview

All of the Office Practicum Well Visit Templates were created by our Medical Director, Susan Kressly, M.D., F.A.A.P.  These templates are based off of the Bright Futures Guidelines and contain Bright Futures Anticipatory Guidance, Developmental Milestones, Pre-Visit Surveys, Developmental Surveys, Patient/Parent Educational Handouts, and other items following Bright Futures recommendations.


It is not our best practice for an office to create more than one template for each age group. This can make it difficult for your staff to choose the appropriate template for a patient.
  1. Click the Utilities button on the menu toolbar .

Menu Toolbar: Utilities

  1. Select Manage Clinical Features.
  2. Select Well Visit Template Editor. The template list will display.
  3. Click the Create a new template button .
  4. Add the template properties using the table definitions below. 

Well Visit Template Editor: Template Properties

Property
Description
Template
Name given to a template.
Appt Type
Selection of a default appointment type when scheduling. Not a requirement to save the template.
Min Age (Months)
The minimum age a child must be to receive a prompt for use. This will only occur if the template was not chosen at the time of making an appointment.
Location
Assignment can be made to view templates by location.
Archived
Selection if template is no longer used.
  1. Click the Well Visit Notes tab if not already selected. Add information using the table definitions below. 

Well Visit Template Editor: Well Visit Notes Tab

Field
Description
Sex
Selection of gender
Interval History
Age appropriate information for what has happened since last well visit.
Developmental Assessment
Developmental Milestones are charted during a visit. Information entered in this field can be used in place of or with the milestones charted.
Anticipatory Guidance
Age appropriate questions and discussion points.
Counseling
Information entered includes counseling that is commonly done during the visit.
Assessment/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 with or advised to the patient as well as timings for further review or follow-up.
Patient Instruct
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.
  1. Add a diagnosis code:
  1. Click the Add button.
  2. Click the Prim? checkbox if the code is the primary diagnosis.
  3. Click into the ICD10 Description field.
  4. Click the Search button. The ICD10 Search window displays.
  5. Enter a description or code in the ICD10 Code/Description field.
  6. Select the diagnosis code.
  7. Click the SNOMED link button.
  8. Select the SNOMED code.
  9. Click the Save Entry button.
  1. Click the Detailed ROS tab.
  2. Click the Expand button .
  3. Set the ROS Questions/Symptoms using the table descriptions below. 

Well Visit Template Editor: Detailed ROS Tab

Setting
Description
Pert
Relevant symptom/question to display when template is opened.
Confirms
Confirmation of the symptom/question
Denies
Denies the symptom/question
N/A
Not applicable for the template. Removes from the group list.
  1. Click the School Exam tab. Set the School Exam answers. Here is a list of what is defaulted in the pre existing Well templates.

Well Visit Template Editor: School Exam

  1. Enter the Developmental answers.

Well Visit Template Editor: Developmental

  1. Click the Detailed Exam tab.
  2. Click the Expand button .
  3. Set the Detailed Exam questions using the table definitions below. 

Well Visit Template Editor: Detailed Exam Tab

Setting
Description
Pert
Relevant symptom/question to display when template is opened.
ABN
Positive/abnormal finding.
NL
Negative/normal.
N/A
Not applicable for the template. Removes from the group list.
  1. Click the Orders/Workflow tab .
  2. Click the Procedures tab .
  3. Click Save Changes to template button .