Description

Screen to configure the Templates, to be used in the progress notes. It replaces the function, of the Custom Print Settings screen.  


Access


Through Main Menu

  • Click on the Clinical button, in main menu. 
  • Select patient from any section of the Clinical Records screen. 
  • Once patient is selected, click on the Settings button, located on the screen toolbar.
  • Select the Custom Prints Settings option.


Sections


Buttons

  • Copy Templates: Allows to copy the configuration of a Template, progress note from one provider 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 it. The user will be able to edit this template according to their preferences.   


  • New: Allows to configure a new Template.
  • Edit:  Allows to edit the selected Template. 
  • Delete: Allows you to delete the selected Template. 
  • Cancel: Allows to cancel any 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 allows  to select Templates, previously configured.
  • Providers: In this field, the provider that is connected to the system, will be displayed. If you want the selected Template to be used by all providers, click on the Provider button. If you want it to be used by a specific provider, select from the Provider field.
  • Filter Templates: Allows you to filter the Templates.


Columnas 

  • Template Items: In this column, all the selected items by the user will be displayed, in the Available Items column.
  • Available Items: In this column, all the available items will be displayed, to be selected to create the Templates. 
  • 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 the Templates.
  • Diagnosis Codes: In this column, the user can add diagnostic codes, when creating the Templates.


Settings Screen 


Templates Section

  • Templates: Allows to configure the name of the template.
  • Provider / Groups: Select the provider or group, to which the template will be assigned.
  • Is Default: The user will be able to select the configured template, so that it is automatically displayed, at the time of the selected provider or group, opens a progress note.
  • Gender: Select the gender, which you want the progress note template to display.
  • 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 the nurse opens a progress note.