CREATING:
You can create and save templates of initial evaluation and other note types to use with future patients. You can create templates for any use case - body part, payers, diagnoses, etc.
To create a prefilled template:
- Go to the patient named “Prefilled Templates”
- Start a new case and start a new eval
- Complete the eval with all the information that you would like to be saved in the template, include a flowsheet if you want to load a SOAP note and flowsheet together
- Lock the note, click the 3-dot menu, click Save as Template, and name it
Watch how:
LOADING:
To use a prefilled template you can either load one during the note creation process in step 3 or while writing a note.
Loading a prefilled template will only update sections that do not have any information entered so nothing is overwritten and lost.
Watch how:
MANAGING & EDITING TEMPLATES:
Prefilled templates can be managed in Settings under Prefilled Templates.
Clicking on the template name will bring you to the saved template. If the template needs to be updated or edited, you can create an amended note, make the changes, then lock and save the template.
You can edit the name of a prefilled template or delete one by clicking on the 3-dot menu.
Watch how: