Create a Template
How do I create a template?
1. Open a Chart
Click on the Chart Rack docked tab and open a practice chart.
3. Enter Information in the SOAP Note Fields
Enter desired information for your template in the fields shown above, including medication pick lists in the Medication field.
*Warning: Due to HIPAA requirements, do not put “real world” patient data in templates that you or others may store on the on-line library.
*Note : Information entered into the SOAP Note may be structured or unstructured. Also, always place the cursor within the field to activate the field so you can begin to document.
See Document an Encounter for more information on SOAP Note documentation.
4. Open the Templates Manager
Click on the Templates docked tab.
6. Enter Template Information
The template has been created.