Description

Screen for the configuration of the “Templates”, to be used in the progress notes. It replaces the function of the “Custom Print Settings” screen. 


Access


Through Main Menu

  • In the main menu, press the “Clinical” button. 
  • Choose the patient from any section of the “Clinical Records” screen. 
  • Or, select from the “Arrivals” section of the main menu. 
  • Once the patient is selected, press the Settings button located at the top of the screen.
  • Select the “Progress Templates Settings” option in the “Progress Note Custom Configuration” section. 


Sections


Buttons

  • Copy Templates: Allows you to copy a configuration of a template, progress note from one supplier to another or from one group to another. 


  • Create General Progress Note: Pressing this button will automatically display a template with previously configured items, in order to make it easier for the user to configure the template. The user will be able to edit the template according to his needs and preferences. 


  • New: Allows to configure a new “Template”.
  • Edit: Allows to edit the selected “Template”.
  • Delete: Allows to delete the selected “Template”. 
  • Cancel: Allows to cancel the action.
  • Save: Allows to save the created “Template”.
  • Previous: Closes the screen.


Secciones 

  • Templates: Allows to write the description of the “Template” to be created. Or it allows to select “Templates”, previously configured. 
  • Providers: In this field, the supplier that is connected to the system will be displayed. If you want the selected “Template” to be used by all providers, press the button. If you want a specific provider to use it, select from the “Provider” field.
  • Allows to filter the “Templates”.Filter Templates: Allows you to filter the Templates.


Columnas 

  • Template Items: In this column, all the items selected by the user in the “Available Items” column will be displayed. 
  • Available Items: In this column, all the available elements to be selected to create the templates will be displayed.
  • Order Sets: In this column, the user can select an “Order Set” when creating the templates.
  • Procedures Codes: In this column, the user can add procedure codes when creating templates.
  • Diagnosis Codes: In this column, the user can add diagnostic codes when creating templates.


Settings Screen 


Templates Section

  • Templates: Allows to set the template name.
  • Provider / Groups: Allows you to select the supplier or group to which the template will be assigned. 
  • Is Default: The user will be able to select the configured template, so that it will be automatically displayed, at the time of the selected supplier or group, open a progress note. 
  • Gender: Select the gender, which you want the progress note template to be displayed. 
  • Age from / Age to: Select the age range of patients, to whom you want, the progress note template will be displayed.


Progress Templates 

Screen that will display, at the time of the nurse opening a progress note, if the center or office has two or more providers.