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Layer Templates

Version 20.7

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.
Version 20.6

Overview

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.