Adding and editing EHR case templates

You can add and edit EHR case templates so that data can be easily entered automatically in EHR.

Note: After adding an EHR case template, the template name appears in the Template drop-down list of the Edit EHR Case Header dialog box when you click either New or View on the Cases tab.

To add or edit an EHR case template

1.   From the File menu, point to Codes and Lists > EHR Templates, and then click Case Templates.

The EHR Case Template window appears.

2.   Do one of the following:

·        To add a new EHR case template, click Add.

·        To edit an existing EHR case template, select a template, and then click Edit.

The Edit EHR Case Template dialog box appears.

3.   Set up the following options:

·        Start - The case start date.

·        Exam - The exam date.

·        Tx Started - The date treatment was started.

·        Tx Completed - The date treatment was completed.

·        Recall - The date of the next recall appointment.

·        Template Name - The name of this EHR case template.

·        Case Name - The name of the case.

·        Provider - The default provider you want to assign to this template.

·        Comments - Any comments you want to include in this template.

·        Chief Complaint - The chief complaint you want to associate with the template.

·        History of Present Illness - Any default history comments you want to associate with the template.

4.   Click OK.

Note: After adding an EHR case template, the template name appears in the Template drop-down list of the Edit EHR Case Header dialog box when you click either New or View on the EHR Cases tab.

 

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