User Template Defaults

Users can now setup and use template default values for HPI, ROS, Exam, Assessment, and Treatment Plan templates by following these steps: 

  1. Click on the EMR Portal.
  2. Open a test patient's chart using the Patient Search.
  3. Click on the Chart Tab to set template defaults for.
  4. Select the Template to set default values for.
  5. Select the More menu and then Default Setup option.
  6. Press the New button.
  7. Enter a Name for the set of defaults.
  8. Check the Only for Me checkbox to keep the defaults private to your user id.
  9. Go through the template and set the default field values.
  10. Press the Save button.