1. Setting Up Clinical Templates (EHR-111) April 23 & 24, 2015 Presented by: Meredith Cheryba
Regional Sales Manager
EHR Workshop

2. Agenda Accessing template areas Editing existing templates
Copying templates to make new version
Combining templates

3. Objectives Attendees will be able to:
Edit existing templates when professional recommendations are updated
Duplicate templates to include different procedures
Combine templates to reduce the need to “layer” templates

4. Let’s Try It! Examples: Edit Well Visit Template.
Choose one age group from your batch. Go into Edit mode. Anticipatory Guidance - update to reflect the AAP Policy on Freestanding Urgent Care Facilities.
Breaking out Well Visit Templates.
Select a test patient. Apply the 5-6 Year Well Visit Template. Revise text boxes in Interval Hx and Plan to state this is a 6 Year visit, and adjust any pertinent text areas. Save as a New Template for 6 Year Well.
Then go back and edit 5-6 to be just 5 Year and revise it as well. Adjust orders as needed in the Utilities options.
Making new Sick Templates
Select a test patient. Apply the Asthma Moderate Template. Make adjustments for administering a Nebulizer. Save as a Asthma Moderate with Neb template.
Edit this in Utilities to include appropriate procedure orders.
Combining Templates
Select a test patient. Apply the Allergic Rhinitis Template. Apply the Eczema template. Make adjustments in Assess/Plan to remove duplicated information and keep consistent. Save as a New Template for AR/Eczema

5. Bring it home! Other examples you may adopt?
Struggles with consistent documentation among multiple providers?
How to share!

6. Questions?

7. References AAP Policy on Freestanding Urgent Care Facilities

8. We want your feedback!