Layer Templates

Version 20.10

Overview

Additional templates can be applied when working from the following the sections of the Encounter Note. The template that is applied, along with the tab that it is applied from, will determine which section of the template will be added to the note.

  • CC/HPI/ROS 
  • Detail Exam
  • Assess/Plan
  • Orders/Procedures

Layering Symptom Templates

  1. From the CC/HPI/ROS window, click into All templates. Begin typing the symptom template name or click the drop-down and select from the list.

NoteIf a template will not be selected, click the + Add CC/HPI button to create a blank form. You may use a method below to complete the CC and HPI sections of the form:

  • Type a complaint in to the CC field and select from the drop-downs or type in the text field of HPI.
  • Click the Complete List button and select a template.
  • Click the Prior Notes button and select a note or message to populate the CC field.

  1. The Apply Template Dialog window displays with the note sections that will be added.
  2. (Optional) If a section should not be applied, uncheck the checkbox next to the section name.
  3. Click OK to apply the template. The CC/HPI count is increased to show the new number of CC/HPIs. Click here to see a video representation of how to layer a Symptom template and move through the the CC/HPIs that have been added to the Encounter.

Layering Diagnosis Templates

  1. From the Detail Exam window, click into All templates. Begin typing the diagnosis template name or click the drop-down and select from the list.
  2. The Apply Template Dialog window displays with the note sections that will be applied.

  1. (Optional) If a section should not be applied, uncheck the checkbox next to the section name.
  2. Click OK to apply the template.

Layering Assess/Plan

  1. From the Assess/Plan window, click into All templates. Begin typing the template name or click the drop-down and select from the list.
  2. The Apply Template Dialog window displays with the note sections that will be applied.

  1. (Optional) If a section should not be applied, uncheck the checkbox next to the section name.
  2. Click OK to apply the template.

Layering Order and Procedure Templates

  1. From the Orders window, click into All templates. Begin typing the order or procedure template name or click the drop-down and select from the list.
  2. The Apply Template Dialog window displays with the note sections that will be applied. 

  1. (Optional) If a section should not be applied, uncheck the checkbox next to the section name.
  2. Click OK to apply the template.
  3. In the case of a procedure or order template, review the tabs of the Order Worksheet. Confirm all orders are selected and tasked.

Layering an Author Specific Template

In any of the above sections, you have an option to layer templates that are author specific. These are templates that have been saved by a user and the user is assigned as the author in the Encounter Template Editor.

  1. From an above section, click the drop-down for All Templates and select Author Specific.

  1. Click the drop-down in the author list field and select an author. Uncheck the Unassigned checkbox.
  2. Begin typing the template name or click the drop-down and select from the list.
  3. The Apply Template Dialog window displays with the note sections that will be applied.
  4. (Optional) If a section should not be applied, uncheck the checkbox next to the section name.
  5. Click OK to apply the template.
Version 20.8

Overview

Additional templates can be applied when working from the following the sections of the encounter note. The template that is applied, along with the tab that it is applied from, will determine which section of the template will be added to the note.

  • CC/HPI/ROS 
  • Detail Exam
  • Assess/Plan

Layering Symptom Templates

  1. From the CC/HPI/ROS window, click into All templates. Begin typing the symptom template name or click the drop-down and select from the list.

  1. The Apply Template Dialog window displays with the note sections that will be added.
  2. (Optional) If a section should not be applied, uncheck the checkbox next to the section name.
  3. Click OK to apply the template. 

Layering Diagnosis Templates

  1. From the Detail Exam window, click into All templates. Begin typing the diagnosis template name or click the drop-down and select from the list.
  2. The Apply Template Dialog window displays with the note sections that will be added.

  1. (Optional) If a section should not be applied, uncheck the checkbox next to the section name.
  2. Click OK to apply the template.

Layering Order and Procedure Templates

  1. From the Plan/Orders window, click into All templates. Begin typing the order or procedure template name or click the drop-down and select from the list.
  2. The Apply Template Dialog window displays with the note sections that will be added. 

  1. (Optional) If a section should not be applied, uncheck the checkbox next to the section name.
  2. Click OK to apply the template.
  3. In the case of a procedure or order template, review the tabs of the Order Worksheet. Confirm all orders are selected and tasked.