EMR Components

Creating an EMR Note

When the EMR Components module is licensed, you can access this features from the EMR feature of the Patient Window.

To add an EMR note to a patient's record:

1. From the Patient Window, select EMR > Notes > EMR Notes.

2. Click The Create EMR Note window is displayed.

3. Under Template Selection, use the drop-down list to select the provider for the note. The templates associated with the provider are available for selection.

4. Use the drop-down list to select a template for the note. Templates are grouped by Category.

5. If you want to use a template that is not in the list, use the Additional Actions section to display more templates, or click Customize This List. The Provider/Staff Data Entry's window's EMR Settings tab is displayed. Select templates to include and click Ok.

5. Use the editing tools to add, delete, or change the content displayed by the selected template.

6. Click to check the spelling of the note.

7. When you have finished the EMR note, do one of the following:

• Click Ok to add the EMR note to the patient's record and close it.

• Click Save As to save the new content as a template. The Specify EMR Template Details window is displayed for you to assign a category and name.

• Click Create PDF to generate a portable document (PDF) file of the note.

8. To sign the document, click Sign.

9. The author of the note must match the current user login in order to sign the note.

9. To lock and restrict any further editing of this note, click Lock.

10. The appropriate security level authorization is required to lock the file.

Related Topics

Defining EMR Notes Categories and Templates

Creating and Using Snippets

Designing Print Layouts

Using Consent Forms

Setting Up Consent Forms

Importing a Provider Signature