The Shortcut is a shortcut code that can be typed to immediately add a Template to a document.

The Description provides a brief explanation of the intended use of the Template.

The Keywords list is a list of comma and space-separated keywords associated with that Template. They can be used to provide additional searchable information about a Template. Short phrases can also be used, provided they do not include commas or other punctuation. Spaces are allowed.

This 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 SOAP Note will default to a Face to Face encounter if the box is checked.  If the box is not checked, the active SOAP Note 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 SOAP Note Types. Meaningful Use dashboard will only calculate certain statistics for office visits if the SOAP Note Type is set to Face to Face.  See: Creating a SOAPnote for more information.