Templates (Advanced Configuration)

Templates

Advanced Configuration

    Add a header to begin generating the table of contents

    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