© 2013 The McGraw-Hill Companies, Inc. All rights reserved. Chapter 8 Creating Templates

© 2013 The McGraw-Hill Companies, Inc. All rights reserved Creating Office Visit Templates 8.2 Creating Physician Order Templates 8.3 Creating Letter Templates 8.4 Template Manager 8.5 Creating Procedure Templates Chapter 8 Learning Outcomes

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 8-3 Letter Templates Office Visit Templates Order Templates Procedure Templates Template Manager Chapter 8 Key Terms

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 8-4 Templates – Predesigned documents with a set format, structure, or “chunks” of text can be used – Serve as a pattern for letters, orders, and office visit notes – Created and customized to minimize amount of data that needs to be added when working in the program Overview

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 8-5 LO 8.1 Creating Office Visit Templates

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 8-6 Designed to fit approximately 90 percent of the patients with any given ailment and diagnosis Accessed from New Menu (Practice View screen), New Template, New Office Visit Template Office Visit Templates LO 8.1

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 8-7 Insert the title for the template in Template Name field Complete OV template as if performing an office visit note Use any form of input Add vitals during the time of the patient’s actual visit Create a template by saving an existing office visit note Office Visit Templates LO 8.1

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 8-8 LO 8.2 Creating Physician Order Templates

© 2013 The McGraw-Hill Companies, Inc. All rights reserved. 8-9 Designed for the most common lab, imaging, and medical tests Created to provide rapid documentation for the ordering of these common tests Accessed from New Menu (Practice View screen), New Template, New Orders Template Physician Order Templates LO 8.2

© 2013 The McGraw-Hill Companies, Inc. All rights reserved Can be created from the OV screen PopUp Text can be used Patient’s insurance can be added Can be printed and/or charted Procedures are different for onsite and outside testing facilities Physician Order Templates LO 8.2

© 2013 The McGraw-Hill Companies, Inc. All rights reserved LO 8.3 Creating Letter Templates

© 2013 The McGraw-Hill Companies, Inc. All rights reserved Form letters for Letter to the Patient or Letter About the Patient Accessed from New Menu (Practice View screen), New Template, New Letter Template Letter Templates LO 8.3

© 2013 The McGraw-Hill Companies, Inc. All rights reserved Name of template typed in the Template Name field Subject of the letter in the Re: field Text or body portion added Name, address, greeting, and closing will be populated by SpringCharts PopUp Text is available Letter Templates LO 8.3

© 2013 The McGraw-Hill Companies, Inc. All rights reserved LO 8.4 Template Manager

© 2013 The McGraw-Hill Companies, Inc. All rights reserved All the various templates can be accessed in the template manager from the Practice View screen Select the appropriate category button to view each list Highlight the desired template and begin to make modifications Create templates from this window by selecting the [New Template] button as an alternative method Template Manager LO 8.4

© 2013 The McGraw-Hill Companies, Inc. All rights reserved LO 8.5 Creating Procedure Templates

© 2013 The McGraw-Hill Companies, Inc. All rights reserved Procedure templates are very useful when documenting procedural verbiage in the OV Each time the procedure is documented in an OV note, the verbiage associated with the procedure becomes a permanent part of the OV note Procedure templates are created by accessing the Edit menu in the Practice View screen and selecting the Procedures submenu Procedure Templates LO 8.5

© 2013 The McGraw-Hill Companies, Inc. All rights reserved Creating pop-up text that can be applied to many different procedures saves the clinician time setting up procedure templates When procedures are selected in the OV screen, associated text is added to the OV note. Procedure template text can be opened in the OV note for further modification for the specific patient Procedure Templates LO 8.5

© 2013 The McGraw-Hill Companies, Inc. All rights reserved LO 8.1 Create and activate an office visit template TemplateWare comes with prebuilt office visit, orders, and letter templates OV template is created the same way as if creating an office visit note Vitals or the face sheet information are added during the time of the patient’s actual visit Template can be created by saving an existing office visit note as a template After the practitioner has determined the nature and cause of the chief complaints, an OV template can be selected to complete the remaining note Chapter 8 Summary

© 2013 The McGraw-Hill Companies, Inc. All rights reserved LO 8.2 Create and use a physician order template. Order templates are created to provide rapid documentation for the ordering of tests and referrals Select the order template from within the patient chart or the Office Visit screen EHR program automatically displays the diagnosis(es) and ordered tests from the currently open OV note Add primary insurance to the order form with one button click Chapter 8 Summary

© 2013 The McGraw-Hill Companies, Inc. All rights reserved LO 8.3 Create and use a letter template Letter template name, subject, and body need to be completed Program fills in the remaining portions of the patient’s chart Templates can be used for letters to and about the patient are created in the patient’s chart Chapter 8 Summary

© 2013 The McGraw-Hill Companies, Inc. All rights reserved LO 8.4 Explain the function of the template manager All the templates for office visit notes, physician orders, and letters are accessible in template manager Templates can be created and modified within the template manager Chapter 8 Summary

© 2013 The McGraw-Hill Companies, Inc. All rights reserved LO 8.5 Create and use a procedure template Procedure templates are created by accessing the procedure under the Edit menu and adding text to the procedure When procedures are selected in the OV screen, associated text is added to the OV note Procedure template text can be opened in the OV note for further modification for the specific patient Chapter 8 Summary