- Go to the Advanced Progress Note screen.
- Press the Clinical Tasks button, located in the Side Bar section.
Or, click on the Search button located at the top left of the screen and select the Clinical Tasks option.
- The following screen will be displayed:
- Press the New button, located at the top of the screen.
- Select the options to configure the clinical task templates.
- Once you have selected the tasks for the Template configuration, press the Save As Template button, located at the top of the screen.
- The following screen will be displayed:
- Enter the description or title for the Template, a note related to the Template and select the provider that will use the Template. If the Template will be used by all providers, leave the Provider field blank.
- Once you have completed the information, press the Save button.
- If it is performed in a clinical evaluation, the following message will be displayed:
- Press the Yes button to apply the configured Template to the patient being evaluated.
- Press the No button to save the Template for other patients.
- It will automatically go to the patient's clinical tasks section.
- It will also be available in the Templates section of the Clinical Tasks screen.
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- Learn More About: Advanced Progress Note / Clinical Tasks