Create a New Template or Changing a Template ed-10108

Clinical Masters Menu  

Steps To Create a New Template

1.      Click Clinical Template on the Clinical Master menu.

2.      To create a template, click the New button or click Edit to change an existing template's format.

3.      Type a Template Name.

4.      Select a specialization it applies to or leave it blank.

5.      Select a Type of template or leave it blank.

6.      Assign a code for sending notes electronically or leave it blank. Codes can be used to report or link to other data for quality measures.

7.      Check the Display Title checkbox or leave blank. It displays the template title during documentation

9.      For the template name: Set the bold, italics, underline, color of text, appearance of text listing in paragraph, bullets, or numbers, font, and font size.

10.   For the section name: Set the bold, italics, underline, color of text, appearance of text listing in paragraph, bullets, or numbers, font, and font size.

11.   For the field name: Set the bold, italics, underline, color of text, appearance of text listing in paragraph, bullets, or numbers, font, and font size.

12.   Click the Save button to create the template

Description of Other Fields and Checkboxes (These are optional)

    • SNOMED Code: Search and assign a SNOMED code to the template.
    • Public Template: Makes the template available to all users.
    • Order Set: Select an order set to associate with the template.
    • Pull From Prior Visit: Pulls data from the patient’s previous visit.
    • Pull From Prior Visit By Form: Pulls data from specific forms from prior visits.
    • Save Required: Makes completion of the template mandatory before saving.
    • Status: Defines whether the template is Active or Inactive.
    • G Code: Allows entry of a G Code for billing or reporting purposes.
    • Allow Field Values As Sentence: Displays field values in sentence format.
    • Allow Punctuations: Allows punctuation marks within template fields.
    • Assign To Portal: Makes the template available on the patient portal.

Adding Section, Sub-Sections and Fields to a Template

  1. Click on the name of the new template on the Template column.
  2. Organize the fields into sections and sub sections.  Click on the Pen Icon next to the Section Name to edit the Section. 
  3. To add a new Section, Click on ADD NEW.
  4. Enter a Section Name, Check the Display Title in Notes checkbox or leave it. Enter a section SNOMED code.  This is important for electronic interfaces.
  5. Select if this section is generic specific.  If a gender is selected, this section will only appear if the patient is that gender.
  6. Select if the fields will appear in a table or not.
  7. Select if the section should be active or inactive.
  8. Click the Save button in the upper right hand corner of the screen.
  9. To edit a section, Click on the Pen Icon next to the Section Name, update the information, and click the Save button.
  10. To add a field, click the section where the field will appear.
  11. To Edit/Add a Field click on the Edit Link next to Fields dropbox. This will open this screen.
  12. Now if the field is already present and you wish to edit it then click on the Pen Icon  next to the field name.
  13. For Adding a New field, Click on ADD NEW
  14. Check if the field name should appear in the note. If you want it to appear check the Display Title in Notes check box
  15. Enter a SNOMED code if needed.
  16. Select a field type from the following options: text single line, text multiple line text, word processor, checkbox, radio button, single select checkbox, drop down check box, Boolean, date, annotator, tabular or checkbox with word processor.  The selection will change the option that appears under Values.
    1. In the example above, the check box displays the check box options.  If a default sentence should appear instead of the field value name, then type a sentence for both male and female patients.  Lastly, indicate if the field is active or inactive.
    2. A single line text box sets a maximum field length for text to be entered.  If the field should be coded, then enter a code.  If a default sentence should appear instead of the field value name, then type a sentence for both male and female patients.  Lastly, indicate if the field is active or inactive.
    3. A multiple line text box allows 500 characters of text to be entered. If the field should be coded, then enter a code.  If a default sentence should appear instead of the field value name, then type a sentence for both male and female patients.  Lastly, indicate if the field is active or inactive.
    4. The drop-down option displays the options that appear in a drop down menu selection, which allows only one selection. If a default sentence should appear instead of the field value name, then type a sentence for both male and female patients.  Lastly, indicate if the field is active or inactive.
    5. The boolean option displays yes, no, or not selected options and allows only one selection. If a default sentence should appear instead of the field value name, then type a sentence for both male and female patients.  Lastly, indicate if the field is active or inactive.
    6.  The Word Processor option provides a rich text editor that allows users to enter and format detailed text content such as notes or descriptions.
    7. The CheckBox option allows users to select or deselect a single checkbox value. This field type is generally used for yes/no or enabled/disabled type selections.
    8. The RadioButton option displays multiple options where only one option can be selected at a time.
    9. The Single Select CheckBox option displays multiple checkbox options but allows only one selection.
    10. The Date option allows users to select or enter a date value using a calendar or date field.
    11. The Annotator option allows users to add annotations, comments, or marked notes within the field.
    12. The Tabular option displays information in a table format with rows and columns for structured data entry.
    13. The CheckBox With Word Processor option combines a checkbox with a word processor field, allowing users to select the checkbox and enter formatted text simultaneously
  17. Select if this field should appear based on gender.
  18. Select if this field is active.
  19. Click the Save button saved the field and allows another field to be added.

Create Nested Question and Answer Fields

Nested fields allow additional questions to appear based on the answer selected in a parent field. Nested questions can be created using Drop Down or Boolean field types.

1.      Click the required Section where you want to add the field.

2.      Create a new field or select an existing field for which you want to add nested questions.

3.      Ensure that the selected field type is either Drop Down or Boolean, as nested questions can only be configured for these field types.,

4.    Click the expand icon (>) next to the field name to expand the field options.

5.      Once the field is expanded, click Add New under the nested field section.

6.      Select the answer option for which the nested question should appear. Each answer option can have its own nested question.

7.      Enter the new sub-field or nested question details.

8.    Click Save to save the nested field configuration.

9.   The nested question will now appear only when the associated answer is selected in the parent  field.

                                            

Formatting Static Templates (Chief Complaints, Vitals, Medications, etc.)

1.      Select Static Templates (located above all the template names).

2.    Click the Edit Link in the Template Name Row

3.      For the template name: Set the bold, italics, underline, color of text, appearance of text listing in paragraph, bullets, or numbers, font, and font size.

4.      For the section name: Set the bold, italics, underline, color of text, appearance of text listing in paragraph, bullets, or numbers, font, and font size.

5.      For the field name: Set the bold, italics, underline, color of text, appearance of text listing in paragraph, bullets, or numbers, font, and font size.

6.      Click the Save button to update the formatting.

 
 
 
I like this.

Similar Articles

 

Tags