Document With User Template Defaults

Users can setup user specific template defaults for HPI, ROS, Exam, Assessment and Treatment Plan templates. Follow these steps to use the user default template values:

  1. Click on the EMR Portal.

  2. Open a test patient's chart using the Patient Search.

  3. Click on the Chart Tab (HPI, ROS, Exam, Assessment, Treatment Plan) to use template defaults for.

  4. Select the Template.

  5. Click on the Defaults button.

  6. Select to use either the [Base] Practice Defaults or User Defined defaults.

  7. The defaults will load. Document the patient's visit as appropriate.

  8. Once you have it completed, click Save.