Warning: Before importing Templates into OP, read the guidelines/warnings for template sharing in Warnings: Before You Share Templates. |
The template packages below can only be imported if you are running OP 20.15 or higher.
About
The Behavioral Health Template Packages below each contain a set of templates meant to provide Providers a framework for different Behavioral Health Visits. They include a combination of additional HPI, ROS, Counseling, and Plan sections, where applicable.
Once imported, the templates from the downloaded package will be listed in Encounter Templates under System: TEMPLATES TO RELEASE. Complete the following steps for each template your Practice intends to use:
- Navigate to the Encounter Template Editor: Clinical tab > Encounter Templates.
- Click + to expand System: TEMPLATES TO RELEASE
- Select the template to review and click the Edit button.
- Make the following edits:
- Clear the Author field from displaying $FX by clicking the Clear button.
- (If applicable) Change the Visibility setting from Any staff member to a different visibility option for the template.
- (If applicable) Change the Finalize Status selection from Providers only to another option. The default of Providers only was selected because there are parts of Visits and Visit Notes that should only be finalized by Providers who perform visits.
- Add the Diagnosis Code that should be included in the template in the Diagnoses section of the Encounter Note tab.
- In the Diagnoses section of the Encounter Note tab, click into the ICD-10 code field and click the Search button. The ICD-10 code is displayed.
- Search for and select the Diagnosis Code(s) to add to the template.
- Click the Save button in the Diagnoses section.
- Click the Save button at the top of the template window.
If there are templates that your Practice will not use after importing the package, follow the instructions here to delete or archive them.
| (03/22) Template Package | (07/22) Template Package |
| Click here to download the 03/22 Behavioral Health Template Package which includes all of the following: Symptom Templates
| Click here to download the 07/22 Behavioral Health Template Package which includes all of the following: Symptom Templates
Diagnosis Templates
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Instructions to Download Shared Templates
Client-Server Steps to Download Shared Templates
- On the template-download page, click on the hyperlinked template name to download the template file.
Note: The downloading procedure varies depending on your browser. If you are uncertain on downloading in your specific browser, please contact the practice's IT staff for assistance. |
- Save the file to your computer.
Tip: So that users can easily locate saved files, it is recommended to create folders specific to the type of files being downloaded. |
- Ensure the template files you downloaded are in the folder.
Cloud Steps to Download Shared Templates
- Create a folder under Network > tsclient > \\tsclient\C where you will save the downloaded file.
- On the template-download page, click on the hyperlinked template name to download the template file.
- Navigate to the Network drive in the Save As window.
- Double-click tsclient.
- Double-click the \\tsclient\C Share or your local folder.
- Select the folder you created in step 1.
- Click Save.
- Ensure the template files you downloaded are in the folder.
Note: Once you have downloaded the files, they are ready to be imported into OP. For an overview of the Import and Export functionality in OP, refer to the article below that matches your OP environment: Regardless of which type of environment you are in, you must review and customize each template you download and import for your Practice. For details, refer to Customizing Shared Templates . |
