Templates

Templates
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    Create New Template

    1. Click Templates
    2. Click the folder icon above the correct directory > click New Template
    3. Enter the new template’s name 
    4. Find Choose Template Type > select the correct template type (e.g. SOAP, HTML Form, etc.) (see reference)
    5. Click Create

    Edit / Format Template

    1. Click Templates
    2. Click an existing template
    3. Use the text editor’s functions to edit and format the template (see reference)
    4. Click Save when finished

    Tip:

    • Hover over each of the text editors buttons to see its function

    Add Template Macros

    1. Click Templates
    2. Click an existing template
    3. Click the + next to each section of the macro toolbox (e.g. Design Toolbox, Form Toolbox, Patient Data, etc.) (see reference)
    4. Click the desired function to insert it into the template
    5. Click Save when finished

    Test Template

    1. Click Save
    2. Find Test Template > check the box click the patient’s name hyperlink to choose another patient
    3. Enter the desired patient’s name, date-of-birth or account number > click Search Patient > double-click the correct patient
    4. Click Fill to test the template with that patient’s data
    5. Uncheck Test Template box to continue editing the template

    Add Stamps

    1. Click the clinic’s name at the top of the screen > click Stamps
    2. Click the + button to add space for a new stamp > under Stamp Name enter the stamp’s name
      1.  Under Stamp Text enter the text to stamp
      2. Or click the … > click Choose File to select the stamp file > click Upload
      3. Or do both A and B to add a stamp with both text and an image
    3. Click Ok to save and exit
    Reference Guide
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      Navigation Menu

      • New Template: opens new template window
      • New Folder: creates new folder
      • Delete Folder: deletes the selected folder
      • Upload Files: opens file browser to select which files to upload
      • Rename Folder: renames the selected folder

      New Template Panel

      • Template Name: enter template name
      • Template Type:
        • Generic: creates a blank template
        • SOAP: creates a template with configurable SOAP sections (see configuration)
        • HTML Form: create forms for patients to fill online or via the facility’s registration tablet(s)
        • From existing: creates a copy of an existing template
        • Upload: uploads a template file

      Test Template Option

      • Checkbox: enables test filling of the template
      • Name Link: displays which patient’s data will be used to fill the template
      • Fill: begins filling the template

      Text Editor Toolbar

      • Format: selects the format of the text
      • Font: selects the font of the text
      • Font Size: selects the size of the text
      • Select Color: selects the color of the text
      • Background Color: selects the highlight color of the text
      • Insert Table: inserts a table
      • Hyperlink: inserts a hyperlink
      • Search: opens “Find and Replace” window
      • Return: inserts new line
      • Border Style: cycles through various border styles
      • Editor: opens advanced editor
      • Image: inserts image
      • Page Break: inserts page break (used for printing templates)

      Macro Toolbox

      • Design Toolbox: contains tools used for
        • Add Checkbox: inserts checkbox
        • Add Date Selection: inserts calendar for selecting the date
        • Prompt for Input: prompts user to type an input (see picture)
        • Add Pick List: prompts user to select from a list of user-defined options (see picture)
          • Bookmark as: saves options for reuse
          • Add from Bookmark: add options from bookmarks
        • Bookmark Current Selected Text: creates a bookmark from highlighted text
        • Add Bookmarked Text: adds previously bookmarked text
      • Form Toolbox: contains macros for creating forms for patients to fill online or via the facility’s registration tablet(s)
      • Patient Data: contains patient data macros
      • Contact Data: contains contact data macros
      • Clinical Data: contains encounter data macros
      • System Data: contains system data macros
      • SOAP: inserts user-defined SOAP sections
      Advanced Configuration
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        Configure SOAP Sections

        1. Click Settings > System Configurations > expand PatientChart > click SOAP Template

        • SOAP Section: enter the name of the SOAP section
        • SortSeq: enter the sequence with which to sort the sections

        Configure Chart Template Panel

        1. Click Settings > System Configurations > expand PatientChart > expand Summary > click Templates

        • Template: selects which template to include in the patient chart
        • Section: selects within which tab to include the template
        • FillOption: selects the default behavior of the template when opened
          • Automatically start filling: automatically begins filling the template when opened
          • Automatically fill with default: automatically fills the template with the default selection for each macro when opened
          • Print after finish: automatically prints the template after it is filled
          • Automatically save note after finish: automatically saves the template after it is filled
          • Automatically exit after finish: automatically closes the template after it is filled