The CHR allows users to develop customized encounter templates (sometimes called “stamps” in other EMR's), which can pull from existing structured data within the patient chart and allow the provider to select from pre-templated responses.

This contributes to improved patient - provider interaction.

To learn how to create encounter templates, watch the below video, or read the step by step guide below!


  1. From the main toolbar, click Settings > Templates.

    💡 Tip: Ensure that the Default Diagnosis Template is correct before adding / creating encounter templates (diagnosis codes can be aded for each encounter template). See Diagnostic codes.

  • Click on the Add Template Button

  • Under the General Tab, Add a Template Name and a Presenting Issue Template.

Adding Categories under Encounter Sections 

  • Under the Encounter Sections Template, additional (and optional) categories can be added to the Encounter Template. 

  • To attach a Qnaire, Click on the Qnaire Section and Click on the Add Follow Up Button.

  • Select the History, Examination and Assessment Section to add pre-population of information such as Patient Data or Medications.

  • Insert Variables to add specific Pronouns, Allergies & Injections.

  • To add Patient Data Variables, Click on the Add Patient Data Variable Button and Select from the desired options.

  • The Demographics category is the source for Patient Demographics as they appear in the Patient Chart. To begin this process, Select a Data Property. In the example below Name has been selected.

  • Once the Data Property has been selected, the options of Visible Data will be populated to add onto the Variable. 

  • To Add a Prescription to the Template, Click on the Prescription Section and Click on the Add Prescription Button.

  • The Prescription Window will open, a new prescription can be added in the fields or a favourite can be picked. 

  • Once completed, Click Save.

  • To add a bill, Click on the Billing Section and Click on the Add Bill Button.

  • The New Bill Window will open. Select the correct template from the template Drop Down menu.

  • Add the corresponding codes and pricing information.

  • Click on the Save Button. 

  • To add Follow Up Qnaires, Select the Follow Up Section and Click on the Add Follow Up Button.

  • The Follow Up Dialogue Box will open. Enter the specific time frame, Qnaire and delivery method to send to the Patients after the Encounter.

  • Click on the Save Button once selections have been made.

  • Once the Categories have been edited, Click on the Save Button. 

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