Version 14.19
Overview
While Visit Templates are typically created prior to documenting a Visit, they can also be created on-the-fly while documenting a Visit. This functionality is helpful because it builds your Template library, and saves time when you are charting another Visit the same way. Templates created during the charting of a Visit may be edited later by navigating to the Encounter or Well Visit Template Editor, but are Author-protected. This means that the user who created the Template is the only user who can make edits. All Providers, however, can use the Template.
Save As Template: Encounter
- From within the Encounter but before finalizing, click Summary if you are not already there.
- After reviewing the Note content, click on the Save as Template button located toward the bottom of the window.
- Complete the information in the Save Template Dialog window:
- Template Name: Enter the Template name.
- System Category: Select the System Category for the template from the drop-down menu.
- Sections to include: Select or deselect the sections of the Encounter Note to include in the template. By default, all boxes will be checked. To exclude a section, click on the checkbox to clear it.
- Keep custom questions: Select to include or deselect to exclude the Custom Questions.
- Copy as "pertinent": Select this checkbox to save and revert all to "Pert". To preserve your selections, deselect the checkbox.
- Click OK to save the template.
Save As Template: Well Visit
- From within the Well Visit but before finalizing, click Summary if you are not already there.
- After reviewing the Note content, click on the Save as Template button located toward the bottom of the window.
- In the dialog window, enter a unique name for the new template, and click OK.
- Click OK in the Information window.