User Template Defaults

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:

  1. Click on the EMR Portal

 

  1. Open a test patient’s chart using the Patient Search

  1. Click on the Chart Tab to set template defaults for, i.e. Exam.

  1. Select the Template to set default values for.

  1. Select the More menu and then Default Setup option

  1. Press the New button.


  1. Enter a Name for the set of defaults

  1. Check the Only for Me checkbox to keep the defaults private to your user id.

  1. Go through the template and set the default value.

  1. 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:

  1. 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


  1. The items/clicks for that User Default will load into the template

  1. 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.