Creating encounter templates

You can create encounter templates that pull information into an encounter from various parts of your CHR account and patient chart. Users can also select from pre-templated responses to complete the encounter.

This contributes to an improved patient provider interaction. This is a very time consuming way of completing an encounter.

📹 View video tutorial: How to Build Encounter Templates

💡 Tip: Before creating encounter templates make sure that the Default Diagnosis Template for your account is correct . See Setting the default diagnostic template for your account.

Steps

From the main toolbar, click Settings > Templates > Encounter.
To add a new encounter template, click Add Template.
A New Encounter Template window appears.
To modify an existing encounter template, search for and select a template
An Edit Encounter Template window appears.
From the General Tab, click in the blank field under under Template Name to add the name of the encounter template.
To attach a presenting issue, Click + Attach Presenting Issue under Presenting Issues.
A window appears displaying all configured presenting issues in your CHR account.
Search and select the presenting issue.

📌 Note: You can create a presenting issue from this window by clicking on + New Presenting Issue. The Presenting Issue Dialog window appears. See Creating presenting issues for more information.
To attach another presenting issue, click +Attach Presenting Issue again and follow the same steps.
To add templates to certain sections of an encounter, click Encounter Sections.
Click on the relevant section to expand (or fold) and complete according to the below information:

Section	Description
Qnaires	To attach a Qnaire, click +Add Qnaire. A window opens with a list of all your CHR account Qnaires. Search and select a Qnaire. To add another Qnaire click +Add Qnaire again. To delete any added Qnaire, click the trash can icon next to it.
History and Examination	To insert a variable that pulls data in the encounter from the patient chart: Click where you want the information (variable) to appear and click Insert Variable. A list of available variables displays. Select a variable. See Variables for use in letter and encounter templates. A bubble (blue, red or green) appears in the letter, indicating where the data will pull from when the letter is sent. 💡 Tip: You can format your text/ words with bold, italics, strike-though, underline, add bullet points. You can also add tables, text indents and text alignment.
Assessment	To add a diagnostic code(s), click +Add Diagnosis. Search for a code by clicking in the search field and typing the code or description and selecting the correct one from the list that appears. To delete a code, click the red X. To insert a variable that pulls data from the patient chart into this section of the encounter: Click where you want the information (variable) to appear and click Insert Variable. A list of available variables displays. Select a variable. See Variables for use in letter and encounter templates. A bubble (blue, red or green) appears in the letter, indicating where the data will pull from when the letter is sent. 💡 Tip: You can format your text/ words with bold, italics, strike-though, underline, add bullet points. You can also add tables, text indents and text alignment.
Prescription	Click +Add Prescription to add a prescription to the template. The Prescription Dialog window appears. See Creating prescriptions for more information. Click Save. To delete any added prescription, click the trash can icon next to it.
Billing	Adding billing items to the template can save you time, such as: billing patients for procedures and products that aren't covered by MOH, such as contact lenses, lessons, and a cleaning kit billing lawyers for paperwork and photocopying fees. billings that incorporate the same list of services, such as physicals and prenatal exams. To add an insured billing item, click +Add Insured. To add a private billing item, click +Add Private. See Creating private bills.
Follow Up Qnaires	To add follow up Qnaires, click +Add Follow Up. A New Scheduled Qnaire window appears. Under Delivery Time, click the arrow and select a time. Under Relative Delivery Date, click the arrow and select a day. Under Delivery Method, click the arrow and select a method. Under Practitioner, click the arrow and select one. To add a Qnaire, click +Add. A window opens with a list of all your CHR account Qnaires. Search and select a Qnaire. To add another Qnaire click +Add again. To delete a Qnaire(s) click x next to the Qnaire. You can add additional items to the Follow Up Qnaires. Click the Advanced tab. Under Patient Reminder, select a time period when a reminder must be sent to the patient to complete the assigned Qnaire. Under Incomplete Qnaire Alert, select a time period when the provider must be notified that the patient has not yet completed the assigned Qnaire. Enter the email/ phone number of the person whom the incomplete qnaire alert should be sent to. Select the method, via Email or SMS. ⚠️ Important: When possible, use email notifications (which are free) instead of SMS messages (which come at a cost when you exceed your clinic's monthly limit). See SMS overage charges. Click Save.

10. Click Save.

Updated October 20, 2021