How to Create a Global Template

TO CREATE A GLOBAL TEMPLATE

Step 1 Be in a test patient with NO data, (no notes, no data in patient management under meds, allergies, social history, medical conditions, family hx)

Step 2 Create a new note in the test patient

Step 3 Be in the note type you want to use the templates (GLOBAL TEMPLATES ARE NOTE TYPE SPECIFIC)

Step 4 Create the note with as much or as little data as you want. Make sure you clear out the HPI of the age/gender. Address each page of the note as much or as little as you want

Step 5 Hit the blue Template button, hit “Create”, name the template, hit “Create Template”

TO USE A GLOBAL TEMPLATE

Step 1 Open a note in the patient you want to use the template

Step 2 Hit the blue Template button

Step 3 Choose the template you want to use from your list (remember templates are note type specific)

Step 4 Hit “Apply”. Now your template is applied to this note for this patient.