User Template Defaults
Users can setup and use template default values for HPI, ROS, Exam, Assessment, Treatment Plan and Order Fulfillment templates
Creating Default Templates
You can create a Default Template following these steps:
- Click on the EMR Portal
- Open a test patient’s chart using the Patient Search
- Click on the Chart Tab to set template defaults for, i.e. Exam.
- Select the Template to set default values for.
- Select the More menu and then Default Setup option
- Press the New button.
- Enter a Name for the set of defaults
- Check the Only for Me checkbox to keep the defaults private to your user id.
- Go through the template and set the default value.
- Press the Save button.
Pro Tip: You can create multiple defaults for the same template.
Using Default Templates
Default Templates that are saved can be loaded in the EMR utilizing the following steps:
- Load the template that has saved defaults and click the Defaults tab for a list of saved User Defaults. If there is only one default for that template, simply click the Defaults tab
- The items/clicks for that User Default will load into the template
- To clear the default that was loaded, select Clear Template and this will unmark any checked boxes or notes that were saved as a part of the User Default
Pro Tip: You can edit a saved Template Default by clicking the More menu and then Default Setup. Select the default to change, make changes and click Save.
