Description

This screen is used to configure the Templates used in the established sections within the application.


Access


Through Settings

  • In the Main Menu, press the Settings button.
  • Press the Office button and then select the Templates button. 

Through QuickLinks

  • In the main menu, click on the QuickLinks text located at the top of the screen. 
  • Click the Office button and then select the Templates button. 


Sections


Buttons

  • Document Types: It allows to configure the categories of the Templates. These options can be edited by the user (this screen can be accessed from Settings / General / General).


  • Procedure Templates: Allows you to apply a Template to a specific procedure. When pressed, the following screen will be displayed: 


  • Reminder Email Templates: Allows you to create a Template, to be sent by e-mail, when sending a Reminder.


  • Template Sets: Allows to configure the Templates, to be used in the Consent Forms section, in the Encounter Documents. 


  • Add: Allows to add a new Template.
  • Edit: Allows to edit an existing Template.
  • Delete: Allows to delete a Template.
  • Cancel: Allows you to cancel any changes made on the screen.
  • Save: Saves the changes made on screen.
  • Previous: Allows to close the screen.


  • Parent Category: Master classification of the Templates. Among the options are: BILLING, GENERAL, CLINICAL, OTHER.
  • Category: Corresponding category of the Template.
  • Edit Category: Allows you to edit the options displayed in the list of categories.
  • Template Description: Template title.
  • Ignore default template header: By selecting this box, the original header of the Template can be ignored. 
  • Is required (ER): The Templates with this box selected are the ones that are displayed in the Consent Forms screen in the emergency room version. 


  • Is Discharge (ER): The Templates with this box selected will be the ones displayed in the Plan Care screen, in the Discharge Instructions / Available Documents section. This is for emergency rooms only. 


  • Documents Forms: The Templates with this box selected will be displayed in the Documents Forms screen, by pressing the Add Discharge Documents button, located at the top of the screen.


  • Edit Template: When pressed, displays the selected Template in the text editor.


  • Custom Content: When pressed, it displays the screen to create a custom Template.


  • Patient Info: Displays the Keywords of the patient's demographic information.
  • Clinical: Displays the Keywords of the patient's clinical information. 
  • Billing: Displays the Keywords of the patient's medical plan information. 
  • Office: Displays the Keywords of the office information. 
  • Reminder: Displays the Keywords of patient, provider, office and appointment date information. 
  • Keyword Selection: Display the configured Keywords in the Settings / Office / Templates Selection Keywords screen. 
  • Date: It automatically displays the date link.
  • Check Box: Automatically displays the box.
  • Signatures: Displays the Keywords of the patient, provider, other or user signatures. 
  • Previous: Allows to close the screen.