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Edit a Symptom Template

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 methods of customization to ensure the symptom templates reflect the workflow of the practice.

  1. Click the Clinical tab and select Encounter Templates. The Encounter Template Editor displays.
  2. Click the plus to expand System : Symptom group.

  1. Select a template and click the Edit button or double-click to open.
  2. Click the Edit button.
  3. Review the template properties using the table definitions below.

Property
Description
Template
Name given to a template.  Should be named for ease of searching, as this is most often the reason for visit when scheduling an appointment.
Category
Method of organizing like templates.  All templates edited 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. If there are multiple locations leave this field blank to allow availability to all locations.
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. Review the CC field. Click into the text field to add or edit text or use the Phrase Construction buttonto insert phrases.
  3. Review the HPI field. Click into the text field to add or edit text or use the Phrase Construction button to insert phrases.
  4. 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.

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  1. 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 methods of customization to ensure the symptom templates reflect the workflow of the practice.

  1. Click Utilities in the main menu.
  2. Select Manage Clinical Features.
  3. Select Encounter Template Editor. The template list displays.
  4. Click the plus to expand System:Symptom group.

  1. Select a template and click the Edit button.
  2. Review the template properties using the table definitions below.

Property
Description
Template
Name given to a template.  Should be named for ease of searching, as this is most often the reason for visit when scheduling an appointment.
Category
Method of organizing like templates.  All templates edited 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. If there are multiple locations leave this field blank to allow availability to all locations.
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. Review the CC field. Click into the text field to add or edit text or use the Phrase Construction buttonto insert phrases.
  3. Review the HPI field. Click into the text field to add or edit text or use the Phrase Construction button to insert phrases.
  4. 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 other Review of System groups.
Optional tabs, Orders/Workflow and Procedures. Click here to navigate to additional information on completing these tabs.
  1. Click the Save changes to template button.