Setting the Default Docuplate

Docuplates allow common sets of document items for various chart sections to be saved and reused later. This capability is particularly useful for documenting common conditions seen repeatedly. They are also great tools for implementing Best Practice Guidelines and more consistency in documentation.

NOTE: The default SOAPnote docuplate when SOAPware is installed is for Getting Started or Introduction purposes only. It needs replacement once users have completed the initial Introduction to SOAPware.

Open the Chart Section Editor

Open the Chart Section Editor

Click Tools > Chart Section Editor

Select the Chart Section

Select the Chart Section

In order to select  a chart section for editing

1. Click the chart section list item of choice.

2. Then, Click Edit Section Defaults.

Set Defaults

Set Defaults

1. Click on the Defaults list item on the left to establish the default docuplates for the entire network (all users).

2. Click the Browse button to the right as shown in the screenshot above, to open Select Default Docuplates dialog.

NOTE: If you Click a User list item from the list, it is the route to establish the default docuplates for that user only.

 

 

 

Select Docuplate

Select Docuplate

1. Click the docuplate name list item to select as a default, and then Click OK.

2. In the subsequent dialog, Click Close.

3. Exit and restart SOAPware to activate the changes.

 

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