1. TIU Note Templates

2. Learning Objectives Discuss Human Factor Internationals (HFIs) recommendations for Text Integration Utility (TIU) Templates Become familiar with the various types of patient data that may be included in a template Identify the various parameters used for template creation and editing Examine the types of patient data fields that may be used in templates Design a diabetes template by performing the steps listed on the template script Identify the steps used in importing templates for editing and use

3. Template Creation Most templates will be created using the graphical interface. Users can also create their own templates. Shared templates can be created by anyone in the Clinical Coordinator user class. Templates can also be imported from other sources.

4. Parameters for Templates

5. TIU PERSONAL TEMPLATE ACCESS – Who can make personal templates. The choices are: 1 READ ONLY 2 NO ACCESS 0 FULL ACCESS If the system level is full access, all users can make personal templates

6. Parameters for Templates TIU TEMPLATE ACCESS BY CLASS – Same as other parameter, but by user class. Choices: 0 FULL ACCESS 1 READ ONLY 2 NO ACCESS

7. Parameters for Templates TIU TEMPLATE PERSONAL OBJECTS – This parameter controls which objects a user can insert into a personal template.

8. Parameters for Templates TIU FIELD EDITOR CLASSES Who can create template fields. At System level, this should be set for Clinical Coordinators.

9. TEMPLATE EDITING IN THE RMPS- EHR GUI

10. Template Editor

11. Create a New Template

12. Editing Options

13. Finishing

14. Importing

15. Template Fields

17. Streamline “data entry” portions of note and help provide some decision support –Edit Box –Combo Box –Button –Check Box –Radio Button –Date –Number –Word Processing –Text –Hyperlink

18. Templates Hands on –Creating templates –Editing existing templates

19. Questions and Discussion