Creating or editing encounter templates

🎞️ View video tutorial: Creating encounter templates

If you routinely see the same condition and create similar encounter notes, you can use an encounter template to pre-populate the repetitive information. Encounter templates can also be used to ensure that encounter notes are uniform between providers.

Encounter templates can be configured to automatically populate a new encounter when a set presenting issue is used on the appointment. Refer to Using encounter templates.

📌 Note: You must start the encounter from the appointment (refer to Starting an encounter).

Encounter templates can be configured to populate information from:

Default text;
The patient's chart, provider and location information (refer to Adding data variables to letter, message and encounter templates);
The patient's pronouns (refer to Adding data variables to letter, message and encounter templates);
Text and date prompts (refer to Adding instant variables to letter, message and encounter templates);
Configured single and multi select lists (refer to Adding instant variables to letter, message and encounter templates);
Configured Diagnostic codes, Billing items, Prescriptions, Forms and Qnaires.

📌 Note: The content added to the template can be edited or removed prior to signing the encounter. Refer to Using encounter templates.

💡 Tip: You can also apply billing templates to an encounter in addition to any other templates already applied to the encounter.

⚠️ Important: To prevent losing your work, be sure to save your work regularly while building your encounter template. If you have a short timeout duration, we also suggest you change your timeout setting to eight hours while building your templates and then switch it back to something more reasonable when you're done. Refer toSetting your personal timeout duration.

Steps

1. From the main menu, select Settings > Templates > Encounter.

2. Under Default Diagnosis Set, make sure that the diagnosis standard for your account is correct (refer to Diagnosis codes).

📌 Note: If you bill in multiple provinces, you can add additional links between diagnosis sets and payment issuers. For more information, refer to Linking diagnosis sets to payment issuers.

3. To add a new template, click Add Template, or to modify an existing template, select it from the list of encounter templates. The New Encounter Template or Edit Encounter Template window appears.

💡 Tip: If you want to update an existing template, to prevent breaking the original template, you can duplicate it and delete the original once you’ve finished (refer to Duplicating encounter templates).

4. From the General Tab, type your encounter template’s name in the Template Name field.

📌Note: When selecting a template to use, this is what the provider will see.

5. To link the template with presenting issues, click +Attach Presenting Issue. A window appears with all your presenting issues.

6. Search and select a presenting issue you want to associate your template with.

📌 Notes:

To create a new presenting issue, click + New Presenting Issue. For more information, refer to Creating presenting issues.
To attach another presenting issue, click +Attach Presenting Issue again and follow the same steps.

7. Click the Encounter Sections tab.

8. By default all the sections are minimized. Click a section title to expand it.

📌 Note: Click the section title again to fold it.

9. Use the following table to create the content of your encounter template.

Section	Description
Qnaires	Attach a Qnaire to be completed with a patient during the visit. Click +Add Qnaire. From the list of Qnaires, select a Qnaire you want to add. 💡 Tips: To add another Qnaire click +Add Qnaire again. To delete a Qnaire, click the trash can icon next to it.
History and Examination	Type any free text you would like to populate in the History or Examination sections. To insert a variable that pulls data in the encounter from the patient chart, refer to Adding data variables to letter, message, and encounter templates. To insert a variable that allows you to preconfigure text to fill in when prompted, refer to Adding instant variables to letter, message and encounter templates. 💡 Tips: To add a link to a website, type the URL and press Enter. To add an image, you must be using a Windows computer: Open your image. Take a screenshot of your image. Right-click the screenshot and copy it. Right-click the area in your template where you want to add your image, and select Paste. Format your text with the formatting tools: Bold, italics, strike-through, underline. Tables. Text indents and text alignment. Bullet points. 💡 Tip: To stop the bullet points, click the bullet icon again.
Assessment	The Assessment section acts the same as the History and Examination sections (refer to above). You also have the ability to include a diagnosis. Click Add Diagnosis. In the search field, search and select your code. To delete a code, click the red X. These diagnosis codes can automatically be added to billing or the patient's Medical History.
Prescriptions	Create a default prescription. Click +Add Prescription. The Prescription Dialog window appears. Using either +Add Medication or my favorites, and create the prescription as you normally would. For more information, refer to Creating prescriptions. Click Save. To delete a prescription, click the trash can icon next to it.
Forms	Include any required forms. Forms are added to the Attachments section of the encounter. Click +Add Form. From the list of forms, search and select a form. 💡 Tips: To add another form click +Add Form again. To delete a form, click the trash can icon next to it.
Billing	If you use the same billing codes for certain appointments and/or presenting issues, you can add them to your encounter templates, saving you time. For example, for a well-baby visit, you could add the assessment and immunization codes. To add a private bill: 1. Click +Add Private, the New Bill window appears. 2. Complete all required fields. For more information, refer to Creating a private bill. To add a provincial (insured) or third party bill: 1. Click +Add Insured to add billing items. 2. Complete all required fields. For more information, refer to our province specific help articles: Third Party, PEI, Ontario, British Columbia, Alberta, TELUS Health eClaims. 📌 Note: The Billing Practitioner field defaults to No Practitioner Selected. 📌 Note: You can only add billing and diagnosis codes based on your Default Payment Issuer Setting and Default Diagnosis Set. If required, modify the defaulted provincial bill's Insured Payment Detail like Payment issuer, Billing practitioner, other province-specific information. Refer to our province specific help articles: PEI, Ontario, British Columbia, Manitoba, Alberta, TELUS Health eClaims.
Follow Up Qnaires	Include follow up Qnaires that are automatically sent to the patient at a set time after the encounter is signed. To schedule Qnaires: Click +Add Follow Up, and a New Scheduled Qnaire window appears. Complete the required fields. For more information, refer to Creating scheduled or follow-up Qnaires. Click Save.

10. When you are finished adding all the required content to your encounter template, click Save.

11. Refresh your browser; your template is now ready to use. For more information, refer to Using encounter templates.

Updated March 24, 2025