Edit a Symptom Template

Version 14.8
Utilities > Manage Clinical Features > Encounter Template Editor


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.

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.
Method of organizing like templates.  All templates edited in this section will be located in the Symptom category.
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.
Ability to restrict who can view the selected template.  All symptom templates will have a visibility of Any staff member.
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.

Relevant symptom/question to display when template is opened.
Positive for the symptom/question
Denies the symptom/question
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.