Version 14.19

Path: Clinical tab > Encounter Templates

About

Symptom Templates are displayed for selection in the Appointment Reason drop-down while scheduling an appointment for an Encounter (Sick Visit). Below, you will learn how to customize Symptom Templates to ensure they reflect the workflow of the Practice.

Edit a Template

1. Navigate to the Encounter Template Editor window by following the path above.
2. Expand the System: Symptoms group by clicking + to the left of the group name.

1. Double-click the Template to edit, or select the Template, and click the Edit button. The Template Details are displayed.
2. Click the Edit button.
3. Review the Template properties and make edits as needed using the definitions in the table below.

1. Click the Encounter Note tab if not already selected, and review the fields, making changes as needed. Phrase Construction is available in each field to insert phrases.
2. Click the Detailed ROS tab to access and set the ROS Questions/Symptoms. By default, all are set to Pert. Pert Questions/Symptoms display when the Template is opened.
3. In the Rpt/Deny column, click to select the defaults to display when the Template is applied.

• Click once to mark N/A. Questions/Symptoms marked N/A are not displayed when the Template is applied.
• Click twice to mark Reports. Questions/Symptoms marked Reports are displayed when the Template is applied and can be edited during Encounter documentation.
• Click three times to mark Denies. Questions/Symptoms marked Denied are displayed when the Template is applied and can be edited during Encounter documentation.

1. Click the Orders/Workflow tab and review the following tabs, making edits as needed:

• Medications Tab
• Diagnostic Tests Tab
• Immunizations Tab
• Resources Tab
• Surveys Tab
• Follow-up Tab
• Other Tasks Tab

1. Click the Save button.
2. The below steps are optional and are not typical of a Symptom template.

1. Click the Narrative Exam and Detailed Exam tabs to review the contents and make edits as needed.
2. Click the Procedures tab to review the contents and make edits as needed.

1. Click the Save button.
2. If additional Templates require review, click the Template List button to return to the list of Templates, otherwise, close the window.

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.

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.

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.