Layering Templates

Version 14.8

Additional templates can be applied when working from the following tabs:

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.

Layering Symptom Templates

From the CC/HPI/ROS tab an additional Symptom template can be added to this note:  

Type in the name of the new symptom template.  The component parts of the template, the CC/HPI/ROS will be added to the note.

Layering Diagnostic Templates

From the Detailed Exam Tab:

  1. Type in the name of the desired "DIAGNOSTIC" template.
  2. The "Apply Template Dialog" box will appear with the component parts that will be added to the note.  

From the Assess/Plan Tab

  1. Type in the name of the desired "DIAGNOSTIC" template. The "PROCEDURE" template is being layered in to this visit note.

  1. The "Apply Template Dialog" box will appear with the component parts that will be added to the note. 
  • In the case of a procedure template, a pick list of procedures will be found on the "Other" tab.  
  • The provider can place a checkmark in the Add column to indicate the procedure that is to be ordered.


Visibility of Templates: In the event that the template exists but does not show up when it is searched for, check the visibility level in the template.
Utilities > Manage Forms > Encounter template Editor.