Creating a Template
Templates may be created either from scratch, or by using an existing Template and then edited or modified.
This lesson will explain how to create a Template using an existing Template, how to delete a Template, and how to build a Template from scratch.
Create a Template from an Existing Template
Inserting a Template
Editing the Template
Saving the New Template
To save this as a new Template , be sure the cursor is active in the preferred chart section, and Open the Templates dialog. ( Use F6 or Click the Templates docked tab).
1. Click on the Green + to create the new Template.
2. Enter a Shortcut, Description and Keywords in the Template Information dialog.
3. Select OK.
Setting a Template Type
The Face to Face Encounter check box indicates whether the selected Template is used for a Face to Face encounter or a Non Face to Face encounter. When the selected Template is inserted by the user, the active SOAPnote will default to a Face to Face encounter if the box is checked. If the box is not checked, the active SOAPnote will default to a Non Face to Face encounter.
If an encounter is a Face to Face office visit it must be specified in the SOAPnote Type. The Meaningful Use dashboard will only calculate statistics for meainingful use office visits if the SOAPnote Type is set to Face to Face.
Delete a Template
To delete a Template:
1. Highlight the desired Template.
2. Click the delete button.
3. Confirm the action of removing the selected Template by Clicking the "Yes" button.