Version 14.19
Path: Clinical tab > Encounter Templates
Overview
Use the Copy From Template Feature to create a new template:
- Click the Clinical tab and select Encounter Templates. The Encounter Template Editor displays.
- 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. 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. |
- Click the Encounter Note tab if not already selected.
- Click the drop-down arrow and select a template to copy.
- 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:
- Click the Create a new template button
. - 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. |
- Click the Encounter Note tab
if not already selected. - Click the drop-down arrow and select a template to copy.
Encounter Template Editor: Copy From Template List
- 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. |
