Important Content Update Message
We are currently updating the OP Help Center content for OP 20. We appreciate your patience as we continue to make these updates. To locate the version of your software, navigate to: Help tab > About.

Copy a Template

Version 14.19
Path: Clinical tab > Encounter Templates

Overview

Use the Copy From Template Feature to create a new template:

  1. Click the Clinical tab and select Encounter Templates. The Encounter Template Editor displays.
  2. Click the Add button.
  3. 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. Click the drop-down and select the category the template will be saved.
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.

  1. Click the Encounter Note tab if not already selected.
  2. Click the drop-down arrow and select a template to copy.

  1. Once you have copied from another template, you can then make changes, add Orders and/or Procedures for the new template.

Note: You can use the Copy feature on the Encounter Note tab, Detailed ROS tab, Detailed Exam tab.  The feature is not available for the Orders/Workflow or Procedures tabs.


Version 14.10
Utilities > Manage Clinical Features > Encounter Template Editor

Overview

Use the Copy From Template Feature to create a new template:

  1. Click the Create a new template button .
  2. Add the template properties using the table definitions below .

Encounter Template Editor: Template Properties

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 will have a visibility of Any staff member.
Location
Assignment can be made to view templates by location.
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. Click the drop-down arrow and select a template to copy.

Encounter Template Editor: Copy From Template List

  1. Once you have copied from another template, you can then make changes, add Orders and/or Procedures as needed for the new template you created using the Copy feature.

Note:  You can use the Copy feature on the Encounter Note tab, Detailed ROS tab, Detailed Exam tab.  The feature is not available for the Orders/Workflow or Procedures tabs.