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Reports & Template Library

Reports (PM)

We are happy to announce that we have added a new Reports menu item to the Help File main menu.

Use the Reports menu to quickly access help files for all standard reports included in the Report Center.

Template Library (EHR)

Internal Medicine and Gastroenterology Templates

We have added 154 templates for Internal Medicine and 43 templates for Gastroenterology specialties. These templates consist of notes, subnotes, patient forms, and diagnostic tools found in the public domain. Providers from these specialties can document a patient’s visit using a generic template or select from problem-specific templates.

Most note templates have separate templates for both new and established/follow-up visits. This makes it easier for providers to evaluate a patient or problem during the established/follow-up patient visits to determine if the treatment plan has been effective.

  • New visit templates – Exam fields on note template are set up for charting by exception, meaning all exam fields on new visit notes are defaulted to normal so providers only need to document what is abnormal.
  • Established/Follow-up templates – Exam fields on established or follow-up templates will auto-fill from the previous template when set up, so the provider only needs to update the fields with anything that has changed from the previous visit.

Template Naming Convention

For Internal Medicine and Gastroenterology templates we have implemented a naming convention so templates for a visit/appointment series are grouped together in the library.

For example, Visit – General Medicine – New will be followed by Visit – General Medicine – Established.

The abbreviations in the template names are as follows:

  • Note templates for general or problem-specific conditions start with Visit.
  • Procedure templates start with Proc.
  • Patient forms related to a specific note template include Hx in their name.
  • Diagnostic tools start with Tool.
  • Subnote templates start with SN.
  • Subnote versions of patient forms start with PF.

There are exceptions to the naming convention. A general template that could be used for any type of visit is listed under the template name, for example, Medical Release Form or Patient Phone Call.


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