Inserting a Docuplate

Open Document

Open Document

To insert a Docuplate, open the Document  to insert the Docuplate. In a SOAPnote, clear out the default docuplate to insert an all-new docuplate. To do this, go to Edit > Clear All SOAP Fields.

If a blank document is not available, a prompt will display with several options on how to insert the docuplate.

Search and Insert

Search and Insert

1. Open the Docuplates panel using the Docked Tab, or press F6.

2. Then, select the Docuplate(s) to insert from the list.

3. Click the Insert button.

 

 

If the Document is Not Empty

If the Document is Not Empty

If the document is not empty when inserting the docuplate, a prompt will display with several options on how to insert the docuplate..

Ignore to not insert any docuplate information into any SOAPnote fields that already have content.

Append to add the docuplate information after any existing content in SOAPnote fields.

New to create a new, empty/blank SOAPnote next to the existing one. This could be useful if seeing the patient for a sore throat and a workman's comp appointment at the same visit.

Cancel to exit the dialog and not perform any information insertion into the SOAPnote.

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