Edit Well Visit Templates

Version 14.8
Utilities > Manage Clinical Features > Well Visit Template Editor

Overview

All of the Office Practicum Well Visit Templates were created by our Medical Director, Susan Kressly, M.D., F.A.A.P.  These templates are based off of the Bright Futures Guidelines and contain Bright Futures Anticipatory Guidance, Developmental Milestones, Pre-Visit Surveys, Developmental Surveys, Patient/Parent Educational Handouts, and other items following Bright Futures recommendations.


While these templates provide you with a great starting place, we strongly suggest each practice review the information included in each template, as well as the orders and workflow, prior to beginning any real patient documentation.
  1. Click the Utilities button on the menu toolbar .

Menu Toolbar: Utilities

  1. Select Manage Clinical Features.
  2. Select Well Visit Template Editor. The template list displays.
  3. Select a template and click the Edit button .
  4. Review the template properties.

Well Visit Template Editor: Template Properties

Property
Description
Template
Name given to a template.
Appt Type
Selection of a default appointment type when scheduling.  Not a requirement to save the template.
Min Age (Months)
The minimum age a child must be to receive a prompt for use.  This will only occur if the template was not chosen at the time of making an appointment.
Location
Assignment can be made to view templates by location.
Archived
Selection if template is no longer used.
  1. Click the Well Visit Notes tab if not already selected. Review and edit the fields. 
Field
Description
Interval History
Information age appropriate for what has happened since last well visit.
Developmental Assessment
Developmental Milestones are charted during a visit.  Information entered in this field can be used in place or with the milestones charted.
Anticipatory Guidance
Age appropriate questions and discussion points.
Counseling
Information entered includes counseling that is commonly done during the visit.
Assessment/Plan
This describes what will be done to treat the patient – ordering labs, referrals, procedures performed, medications prescribed, etc.  This should address what was discussed or advised with the patient as well as timings for further review or follow-up are generally included.
Patient Instruct
Instructions entered will be visible on the Patient Portal when the template is selected.  Instructions are typically a summary of the visit written for understanding by the reader.
  1. Add a diagnosis code.
  • Click the Add button.
  • Click the Prim? checkbox if the code is the primary diagnosis.
  • Click into the ICD10 Description field.
  • Click the Search button. The ICD10 Search window displays.
  • Enter a description or code in the ICD10 Code/Description field.
  • Select the diagnosis code.
  • Repeat this process for any additional diagnosis code to be associated to the well visit (i.e. Counselling for Physical Activity and Nutrition).
  1. Click the Detailed ROS tab . Set the ROS Questions/Symptoms.

Setting
Description
Pert
Relevant symptom/question to display when template is opened.
Confirms
Confirmation of the symptom/question.
Denies
Denies the symptom/question.
N/A
Not applicable for the template.  Removes from the group list.


Note:  To see other Review of Systems groups, select the checkbox Show all groups.


  1. Click the School Exam tab. Set the School Exam questions.
  • Review or change the default exam settings. 


Well Visit Template Editor: School Exam

  • Review or change the default Developmental questions. 

Well Visit Template Editor: Developmental

  1. Click the Detailed Exam tab . Set the Detailed Exam questions.
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:  To expand an exam group click the heading. To see additional Exam groups, select the checkbox Show all groups.
  1. Click the Orders/Workflow tab .
  2. Click the Procedures tab .
  3. Click Save Changes to template button .