Clinical Training Session #2

Templates and Practice Customization (EMR Setup)

Session 2 – Practice Customization

The attendee of the second clinical session will be able to:

1. Ask questions and review creating notes for a patient encounter

2. Ask questions and review e prescribing

3. Create and use HPI templates

4. Create and use Global templates

5. Customize the superbill categories, CPT page and ICD page

6. Use the template clone tool to clone user specific content to others

7. Customize medical and surgical conditions for the practice

8. Customize vital signs for the practice

9. Choose a referral letter for the practice and customize if needed

10. Customize how the note displays for the practice

11. Add images to the drawing library, and use the drawing library to imbed an image in the note

Post Session Checklist

·Have user make sample notes for common patient encounters, including e prescribing medications

·Have user practice using HPI templates, and create/edit any HPI templates desired in EMR set up – HPI templates

·Have user create any global templates desired in a test patient with NO current notes

·Have user customize superbill with categories, CPT and ICD codes relevant to the practice

·Have user customize medical conditions relevant to the practice in EMR set up – Medication condition management

·Have user customize surgical conditions relevant to the practice in EMR set up – Surgical condition management