📹 View video tutorial: How to Build Encounter Templates
If you routinely see the same condition and create similar encounter notes, you can use an encounter template. Presenting issues can be linked to encounter templates which are automatically applied when you start an encounter from an appointment (with presenting issue).
Using encounter templates is a very time-efficient way of completing patient notes and contributes to an improved patient-provider interaction. See Using encounter templates.
Encounter templates can do some or all of the following:
Pull information into the encounter from various parts of your CHR account and the patient's chart
Pre-populate default text and options for answers to questions in the history, examination, and assessment sections of the encounter, making it easy to add information that is relevant to the presenting issue
Add Diagnostic codes, Billing items, Prescriptions, Forms and initial or follow-up Qnaires to the encounter, where relevant
Once you apply a template to an encounter, the content can be edited or removed prior to signing the encounter. Any instant variables or patient data variables you skip are deleted automatically as part of the signing process.
📌 Note: When you unlock a signed encounter, the skipped instant variables and patient data variables appear again.
⚠️ Important: 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.💡 Tip: You can also clone a template. See Cloning encounter templates for details.
From the General Tab, click in the blank field under under Template Name to add the name of the encounter template.
To associate the template with certain presenting issues, 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 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:
💡 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 codes, 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:
💡 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. |
Prescriptions |
To delete any added prescription, click the trash can icon next to it. |
Forms |
To delete any added forms, click the trash can icon next to it. |
Billing | Adding billing items to the template can save you time, for example:
|
Follow Up Qnaires | To add follow-up (or scheduled) Qnaires, click +Add Follow Up. A New Scheduled Qnaire window appears. ![]() For more information, see Creating scheduled or follow-up Qnaires. |
10. Click Save.
Updated June 6, 2022