Preventive Exam: Templates Tab

Version 14.8

About Preventive Exam: Templates Tab

Path: Smart Toolbar > Chart button > Well Visits tab > Open Note button > Templates tab
Path: Smart Toolbar > Schedule Button > Well Visit tab >  Edit button > Templates tab

The Preventive Exam window charts a patient well-visit exam. The Preventive Exam window helps to code and complete a preventive encounter visit.  The preventive exam note encompasses both narrative and comprehensive formats. It also allows you to customize the layout of the note.  The note is added to the patient chart.

The Templates tab lists the templates that are created, edited, and reviewed in the Well Visit Template Editor. Templates are pre-written scenarios you can use in a well visit to document common pediatric diagnoses. 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.

Preventive Exam: Templates Tab Map


Well Visit Note Editor tab

The Well Visit Note Editor documents the patient preventive exam.  The Well Visit Note Editor contains the following tabs:

Care Plans tab
The Care Plans tab lists, prints, and manages care plans for a patient’s health maintenance schedule.
Prior Well Visits tab
The Prior Well Visits tab lists the previous preventive exam notes.
SearchThe search bar narrows the template list based upon the characters entered into the search bar.  Selecting the Show Archived checkbox displays archived templates with the templates that are still used in the Template grid.
LocationThe location field narrows the templates displayed in the template grid based upon the templates used at specific locations.
Template grid
The template grid displays the template the templates that are created, edited, and reviewed in the Well Visit Template Editor.   Double-click the selected template to review notes in the template.  Click the paperclip next to the template name to apply the template notes to the current exam.