Chapter 8 Customizing Templates and PopUp Text McGraw-Hill/Irwin Copyright © 2009 by The...

Chapter 8Customizing Templates and PopUp

Chapter 8 Content: Overview Creating Templates

Office Visits Templates

Customizing Popup Text

Order Templates Letters Templates Managing Templates

1. Overview

Serve as a pattern for letters, order forms, and office visit notes

Created and customized to minimize the amount of data that needs to be added when working in the program

Templates

1. Overview

Templates

Office Visit TemplatesDesigned to fit approximately 90 percent of the patients with any

given ailment and diagnosis

1. Overview

Templates

Letter TemplatesForm letters used as Letter to the Patient or Letter About the Patient

1. Overview

Templates

Letter TemplatesForm letters for used as Letter to the Patient or Letter About the

Patient

Order TemplatesPhysician orders created for the most common lab, imaging, and

medical tests8-7

2. Creating Templates

2. Creating TemplatesOffice Visits Templates

Insert the title for the template in Template Name fieldComplete OV template as if performing an office visit note

Vitals are added during the time of the patient’s actual visit

Template can be created by saving an existing office visit note

2. Creating TemplatesOrder Templates

Created to provide rapid documentation for the ordering of tests

If templates are used in the OV screen the Dx and tests will be automatically added from the OV note

PopUp Text can be used and patient’s insurance added. Can be printed and⁄or charted

2. Creating TemplatesLetter Templates

Name of template typed in the Template Name field Subject of the letter in the Re: field and Text or body portion added

Name, address, greeting, and close will be populated by SC

3. Customizing PopUp Text

Accessed under the File menu and selecting Preferences>PopUp Text

Sixty line items available in each popup text category

Each line item can be individual words, sentences, or complete paragraphs

Twenty customizable categories can be added

Use “up” and “down” arrows to mani-pulate text by priority, topic, alphabetic, etc.

PopUp Text is user-defined but it can be exported from one user and imported to another

Chapter 8 Customizing Templates and PopUp Text McGraw-Hill/Irwin Copyright © 2009 by The...

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