How to set up a Notes template

With Notes, all relevant patient information can be found in one convenient location. Designed for easy navigation and an intuitive user experience, providers can maintain an efficient and timely clinical workflow while thoroughly documenting all aspects of the physician-patient encounter.  The result is complete, highly specific and clearly recorded patient information leading to more effective diagnosis and treatment.

How to create a Notes Template:

To set up templates from the EMR Components menu:

1. Select Tables > EMR Components > Templates. The EMR Note Template Search window is displayed.

2. Click New. The EMR Template Maintenance window is displayed.

3. Enter a Name for the template, and then use the drop-down lists to select a Provider and Category.

4. Click the Note Template tab and type the content for this template. Use the formatting tools to set font, style, and layout.

5. To insert items into the template, use the options on the right of the formatting toolbar:

• {I} to insert an image

• {M} to choose from a list of available merge fields

• {S} to insert a snippet

6. Click  to check the spelling of the template.

7. Click Ok. The template is available for selection from the Template list in the Create Progress Note window.

To set up templates from the Create Progress Note window:

1. From the Patient Workspace window, create a new progress note or edit an existing note.

2. With the progress note open, click Save As. The Enter Name for this EMR Note Template window is displayed.

3. Enter a name for this template.

4. Click Ok.

5. To add a new category while creating a template, click  next to the Category field. If you save the template without specifying a provider or category, the setting for these defaults to All Providers and All Categories. You can edit the template later and reassign these values.