You can insert sections of the patient health profile (such as medical history, family history, surgical history, and obstetrical care) into encounter and letter templates. This enables you to view, add, and edit health profile items directly from your encounters and letters.
When you save the encounter or letter, any health profile item that you added or edited is also updated in the patient chart.
When creating an encounter or letter template, click Insert Variable and choose the health profile item. For more information, refer to Adding data variables to letter, message and encounter templates.
Below is an example of a completed encounter with information from the health profile that has been pulled into the encounter note.
For more information about creating templates, see:
Updated March 6, 2025