Defining EMR Notes Categories and Templates
Before using the EMR Components functionality in the Create Progress Notes window, you can begin setting up basic templates and categories to help organize your templates. As you continue using these features, you can add new ones to meet your needs.
Categories
To set up template categories:
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Select Tables > EMR Components > Template Categories. The Template Category Search window is displayed.
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Click New. The Create Template Category window is displayed.
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Enter a name for the category.
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The Active option is selected by default. You can deselect this if you want the category to be inactive. You cannot change System categories.
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Click Ok.
Templates
You can set up EMR Notes templates from the EMR Components menu, or from the Create Progress Note window.
To set up templates from the EMR Components menu:
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Select Tables > EMR Components > Templates. The EMR Note Template Search window is displayed.
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Click New. The EMR Template Maintenance window is displayed.
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Enter a Name for the template, and then use the drop-down lists to select a Provider and Category.
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Click the Note Template tab and type the content for this template. Use the formatting tools to set font, style, and layout.
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To insert items into the template, use the options on the right of the formatting toolbar:
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{I} to insert an image
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{M} to choose from a list of available merge fields
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{S} to insert a snippet
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Click
to check the spelling of the template. -
Click Ok. The template is available for selection from the Template list in the Create Progress Note window.
To set up templates from the Create Progress Note window:
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From the Patient Workspace window, create a new progress note or edit an existing note.
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With the progress note open, click Save As. The Enter Name for this EMR Note Template window is displayed.
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Enter a name for this template.
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Click Ok.
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To add a new category while creating a template, click
next to the Category field. If you save the template without specifying a provider or category, the setting for these defaults to All Providers and All Categories. You can edit the template later and reassign these values.