1. EHR Template Making Mary Hager, RN, BS Medsphere

2. Template Editor Personal Shared New

3. Create a New Template Type

4. Editing Options Enter objects or template fields

5. Finishing Formatting Options

6. Template Fields Old Fields Create New

7. Template Fields Types of Fields

8. Creating a Template Field Click on the New Button Enter a Unique Template Field Name (can be up to 60 characters long) Select the desired Template Field Type

9. Creating a Template Field (continued) The right side of the template field editor will change depending on which template field type is specified.

10. Edit Box Fields Field Length is the size of the Edit Box in the dialog (up to 70 characters) Text Length is how much text can be typed into the field (up to 240 characters) Default is the optional edit box default text (up to Field Length characters)

11. Template Fields with Items Four types of template fields can be used to select from a list of pre-defined text items. –Combo Box Fields –Button Fields –Check Box Fields –Radio Button Fields Each of these template field types can specify an optional default field value from the pre-defined list of items.

12. Combo Box Fields Combo Box Fields allow selection of one item from a Drop Down List Field Length is the size of the Combo Box in the dialog (up to 70 characters) Text Length (if not zero) allows other text, not in the pre-defined items, to the typed into the combo box (up to 240 characters)

13. Button Fields Button Fields allow selection of one item by cycling through each item as the button is pressed. If the Default is blank, the button will initially appear without any text Button size reflects the longest text item

14. Check Box Fields Check Box Fields create a check box for each item, allowing as many items to be selected as desired The default item will initially be checked If multiple items are checked, the text will be separated by commas

15. Radio Button Fields Radio Button Fields create a radio button for each item, allowing only one item to be selected. The default item will initially be checked Can be unchecked, leaving no selection

16. Separate Lines Property Check Box and Radio Button Fields have a Separate Lines property, which will display each check box or radio button on a separate line of the dialog. Has no affect on generated text Before Separate Lines After Separate Lines

17. Date Fields Date Fields have six different date types Default will evaluate to the current date/time

18. Number Fields Number Fields allow numeric values between a specified range. They always have a default value. Minimum and Maximum Values can range from –9999 to +9999 Button increment values as high as 999

19. Word Processing Fields Word processing fields allow an unlimited amount of text to be entered (scroll bars will appear if needed) Field Length and Number of Lines indicate how wide and high the field will appear in the dialog

20. Hyperlink Fields Hyperlinks Fields are text only fields that allow linking to web pages. Hyperlink text is either the Default (if specified) or the actual URL address Address specifies the URL link

21. Text Fields Text fields provide a mechanism for embedding predefined (non-editable) text into the dialog Predefined Text is entered in the Items property of the field

22. Common Field Properties Most template fields share several of the following common properties: –LM Text –Inactive –Required –Indent Field –Indent Text –Notes Only applied to old roll-and- scroll TIU

23. Common Properties: Inactive Inactive Fields cause the following error: If you ignore the error the field will be treated as if it were not in the boilerplate

24. Hiding Inactive Fields You can Hide Inactive Fields in the Template Field Editor Notice the Inactive fields displayed in the Template Field list when the Hide Inactive Fields option is not checked

25. Common Properties: Required Most template fields can be marked as required. Required fields are shown with an asterisk (*) in the dialog. If one or more required fields have no text, you will not be allowed to press the Template Dialog OK button (or the Finish button in Reminder Dialogs)

26. Common Field Properties: Indent Field The Indent Field property indents the template field as it appears in the dialog. This has no affect on the text generated from the template field. By Indenting this field, we can make it line up with the required field below it, without affecting how the text appears in the note. Before Indent After Indent

27. Common Field Properties: Indent Text The Indent Text property indents the text generated from the field. It has no affect on how the field appears in the dialog. 1) Dialog Containing Template Fields 2) Generated Text. Notice the text does not line up under the columns 3) Generated Text with Indent Text set to 2 (text lines up under columns)

28. Common Properties: Notes Notes can be kept about specific Template Fields. This can be used to track changes or keep other kinds of notes. Currently, the only place Template Field Notes can be viewed is the Template Field Editor.

29. Object Creation

30. Using Copy for a new object Copy can be used if the program that finds the object data is generic For the lab objects, the lookup routine passes the lab test name as a parameter so it can be used to copy. Copy can also be used for note titles, immunizations, health factors

31. Using Copy Using copy only works if the routine has a parameter for the item to find. S X=$$LASTHF^BTIULO2(+$G(DFN),"FACTORNAME") Other object such as this one for allergies do not have a parameter that could be copied. S X=$$MAIN^TIULADR(DFN,1,"^TMP(""TIULADR"",$J)",0)

32. Only Programmers may create/copy objects

33. New Object Select Entry to Copy: (29-42): 40 Copy into (different) Name: LAST CALCIUM// LAST MAGNESIUM OBJECT copied into File Entry #1302 Press RETURN to continue or '^' or '^^' to exit: Please test the copy object and activate it when it is ready for users to embed it in boilerplate text. Pick the lab test to copy making sure its visible on the screen Give it a new name Hit return a couple of times It now needs to be edited

34. New Object

35. Edit the new object

36. Edit – part 2 Edit the technical fields and change the name to the new one Be sure you know the real laboratory name Select Action: Quit// tech Technical Fields OBJECT METHOD: S X=$$SLAB^BTIUPCC(DFN,"CALCIUM") Replace CALCIUM With MAGNESIUM Edit the Basic fields and make it active

37. Edit Objects

38. Making a New Object Objects can be created for any data that exists in RPMS Two basic types: –Single answer such as patient sex –Array answer such as active medications

39. Making Health Summary Objects A VA Health Summary type can be turned into an object without programming. The first step is to make a VA health summary type.

40. Health Summary Objects Use the Document Definitions Menu and item DDM6, DDM1 Edit Document Definitions DDM2 Sort Document Definitions DDM3 Create Document Definitions DDM4 Create Objects DDM5 List Object Descriptions DDM6 Create TIU/Health Summary Objects

41. Create a new TIU Object

42. Create a new TIU health object Enter a New TIU OBJECT NAME: RCIS Object Name: RCIS Is this correct? YES// Use a pre-existing Health Summary Object? NO// Checking RCIS (TIU) with Health Summary... Creating Health Summary Object 'RCIS (TIU)' Select Health Summary Type: REFERRED CARE REFERRED CARE Referred Care (Rcis Referrals) OK? YES//

43. HS Object Do you want to overwrite the TIME LIMITS in the Health Summary Type 'REFERRED CARE'? N// O Print standard Health Summary Header with the Object? N// O Partial Header: Print Report Date? N// O Print Confidentiality Banner? N// O Print Report Header? N// O Print the standard Component Header? Y// ES Use report time/occurrence limits? N// O Underline Component Header? N// O Add a Blank Line after the Component Header? N// O

44. HS Object Print the date a patient was deceased? N// O Print a LABEL before the Health Summary Object? N// O Suppress Components without Data? N// O OBJECT DESCRIPTION: No existing text Edit? NO// Create a TIU Object named: RCIS Ok? YES// TIU Object created successfully.

45. Putting Objects into GUI The new objects are available in the note editor as soon as they are created You do need to log off and log back in

46. Putting Objects in the GUI The CAC can add any of these objects to a template. General users will not have access to this object

47. Adding Objects to the GUI To make the object available to general users –Make a template only containing this object using the template editor –Put it into the folder called Patient Data Objects or Inpatient Data Objects

48. Objects in the GUI

49. When to use a Dialog? Information is elective i.e. Physical Exam – Does provider need to do all parts of an exam at every visit? You need more information than a template field will provide.

50. Example

51. How to Make a Dialog Create the parent and make it a dialog type Be sure to enter boilerplate text into the dialog You can also add template fields or objects to this boilerplate

52. Making a Dialog Put your cursor on this dialog Click New template and make the child Make as many as you need Enter boilerplate text on all the children

53. Dialog Example

54. Changing Type You may decide one of your templates needs to become a dialog You can change the type and then add children to this new dialog

55. Dialog inside Dialog

56. Preview

57. Format the Dialog

58. Template Dialogs Templates now have five Dialog Properties that determine how templates function within a Template Dialog. –Display Only –Only Show First Line –Indent Dialog Items –One Item Only –Hide Dialog Items

59. Template Dialogs (Continued) Display Only No check box next to the text therefore text will not be added to the note.

60. Template Dialogs (Continued) Only Show First Line Notice the “…” at the end of the line, and the entire text of the item in the hover hint.

61. Template Dialogs (Continued) Indent Dialog Items Before and after Indent Dialog Items

62. Template Dialogs (Continued) One Item Only Items appear as radio buttons, and only ONE item can be selected at any given time.

63. Template Dialogs (Continued) Hide Dialog Items What the user sees after checking parent item.

64. Template Dialogs (Continued) Hide Dialog Items (Continued) When you hide dialog items, you must have 2 things… TEXT at the dialog level…

65. Template Dialogs (Continued) Hide Dialog Items (continued) …and you must have an item(s) to hide.

66. Template Notes Templates can be customized for many different services and uses. The ability to document to users what a particular template does.

67. Template Notes User can make NOTES about the templates they are creating.

68. Template Notes (Continued) User can see Template Notes while in the Template drawer; right- click on selected template...

69. Template Notes (Continued)

70. Hide Items in Template Drawer Users can see and select the Social Work template w/o having access to the sub-items, therefore all items are included in the note.

71. Template Import/Export Utility

72. Template Import/Export With the creation of very complex templates, it can be cumbersome to cut/paste templates from test accounts to production, or from one site and/or user to another. The import/export can also be very useful for moving personal templates into the Shared Template folder.

73. Template Import/Export (Continued) The TOOLS menu in the Template Editor contains the import/export actions. Users can EXPORT their templates into documents (with.txml extension) that can be sent to other systems/sites/users via MS Exchange.

74. Template Import/Export (Continued)

75. IMPORT TEMPLATES from TOOLS menu

76. Template Import/Export (Importing WORD docs) After selecting a MS Word document to import, a “conversion” box may appear on the screen, after which the template is added to Shared or Personal Templates hierarchy (wherever cursor is placed), and available for editing.

77. Template Import/Export (Importing WORD docs con’t) Importing MS Word documents: –Graphics and other special features of Word documents will not import into templates. Text and template fields will be imported, but there are often text formatting problems that need to be resolved after import.

78. Template Import/Export Importing TEMPLATES If the template being imported has a duplicate template field name that does not match the existing field properties, the field being imported is renamed, and the imported templates are changed to reflect the field name change.

79. Template Import/Export (Continued) Local Patient Data Objects cannot be exported w/this Template Import/Export utility It is possible to EXPORT a group of templates at a time; MY TEMPLATES directory can be selected, saved to a file (with.txml), then imported somewhere else.

80. Template Import/Export (Continued) Template fields are saved when imported, even if user cancels from the template editor w/o hitting APPLY; template is not saved.

81. Locking Shared Templates It was possible to edit Shared Templates by mistake; the template no longer met requirements. Locking the Shared Templates root folder will prevent any Shared Template from being edited.

82. Locking Shared Templates LOCK box for this template is checked.

83. Locking Shared Templates (Continued) LOCK prevents editing of name & template boilerplate even though on Personal Templates.

84. Relationships between Shared Templates & My Templates

85. Shared Templates My Templates The Template ‘History & Physical’ was copied over to ‘My Templates’ The copied Template is now an item under My Templates, which is a pointer back to Shared Templates

86. Relationships between Shared Templates & My Templates Changes that are made to a template under Shared Templates, will be seen under ‘My Templates’, remember the pointer relation.

87. Shared Templates My Templates Once the user edits this Shared Template within ‘My Templates’ the Pointer Relationship is broken. Added text, changes the icon

88. My Templates The icon for the Title has changed ---- Flipped corner

89. Shared Templates My Templates The same process will be seen with Folders, Dialogs and Group Template

90. Shared Templates My Templates Changes on Shared Templates will be reflected immediately on ‘My Templates’ The Icon on Joy Dialog is a Dialog Icon

91. Shared Templates My Templates Once a change is made to the Entry on the ‘My Template’ side. A new copy of Shared Joy Dialog is created under ‘My Templates’ and is now owned by that user. The Joy Dialog is NO LONGER shared.

92. Shared Templates My Templates Joy Dialog was changed on the ‘My Template’ side. When a new Template is added to the Shared Template. The ‘My Template’ Joy Dialog is no longer pointing to the shared Template. The New Template is not seen on the ‘My Template’ side.

93. Shared Templates My Templates HOWEVER other templates under My Templates that still point to Shared Templates will reflect changes made. The (Joy 1 Temp) was changed to (Joy1 Final)