You can easily insert sections of the patient health profile (such as medical problems, family history and surgical history) 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, any health profile item that you added or edited are also updated in the patient chart.

📌 Note: You cannot insert the health profile into Qnaires and forms.

When creating an encouter template, insert a variable and choose the health profile section.

Below is an example of a completed encounter with information from the health profile that has pulled into the encounter note.

For more information about creating templates, see:

Updated July 7, 2021

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