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How to Create an HPI Template

HOW TO CREATE A GLOBAL TEMPLATE

  1. Start with a Clean Test Patient:

    • Use a test patient that has no data (no notes, no information in Patient Management under Meds, Allergies, Social History, Medical Conditions, or Family History).

  2. Create a New Note:

    • Open the test patient and create a new note.

  3. Select the Desired Note Type:

    • Make sure you are working in the note type you want to use the templates for. (Global templates are note-type specific.)

  4. Enter Note Details:

    • Add as much or as little data to the note as needed.
    • Ensure the HPI section is cleared of the age/gender information.
    • Address each page of the note with as much or as little information as you prefer.

  5. Create the Template:

    • Click the blue TEMPLATE button.
    • Name your template.
    • Click PREVIEW to review the content.
    • Click CREATE to save the template.

HOW TO USE A GLOBAL TEMPLATE

Global templates do not overwrite existing information that has been carried forward from previous notes. If a note already contains data under ROS/PE, the template will only add fields or boxes that are empty.

If you want to apply the entire template, you must either:

  1. Clear All Fields: Clear all fields in the note before applying the template.
  2. Clear Applicable Fields: Clear only the specific fields you want to replace with the template data.

Steps to Apply a Global Template:

  1. Open the Note:

    • Open the patient’s note where you want to use the template.

  2. Access Templates:

    • Click the blue TEMPLATE button in the note.

  3. Select a Template:

    • Choose the desired template from your list.
    • Note: Templates are specific to the type of note you are working on.

  4. Preview and Apply:

    • Click PREVIEW to view the template contents before applying them.
    • Once satisfied, click APPLY to apply the template to the note.

HOW TO CREATE AN HPI TEMPLATE:

  • Access the HPI Template Setup:

    • Go to Administration > EMR Setup > HPI Templates.
    • It is recommended to use Google Chrome when creating HPI templates for the best experience.
    • Note: HPI templates are user-specific. To share your created HPI templates with another user, use the Template Clone Tool in EMR Setup.

  • Create a New Template:

    • Scroll to the bottom of the page and click Create New Template.
    • Name your template.

    • Enter Template Content:

      • Free-text the desired content for your template.
      • Use only the two features highlighted in the attached screenshot:

      ​​​​​​​3a. "DB Fields" (Yellow):

      • Insert demographic data from the patient chart.

      3b. "Choice Tags" (Blue/Purple):

      • Create predefined choices for the user to select answers to the questions.
        • Multi-Select NO (Blue): Only one answer can be selected.
        • Multi-Select YES (Purple): Allows selecting multiple answers.
      • Add up to 15 choices using the Add One More option.

  • Save and Add the Template:

    • Click Create to save the new template.
    • Select Add to add your newly created template to the system.

  • Editing Existing Templates:

    • Follow the same steps above to edit an existing template.

  • Apply the HPI Template in a Note:

    • To apply the HPI template in a note, refer to the instructions below. Ensure you follow Step 5 carefully.

HOW TO USE AN HPI TEMPLATE:

  1. Open the note and select the desired HPI template from the drop-down menu.
  2. Choose the relevant tags (if applicable).
  3. Click SAVE AND EDIT to apply the selected template.
  4. Once the template is saved, you can enter additional information directly into the HPI template box.
  5. Click SAVE AND EDIT again to save any changes (IMPORTANT: This step is required even if no additional information was entered).
  6. (Optional) To use multiple HPI templates, select "Add New HPI Template" from the box in the far-right corner. This will create a second Chief Complaint and HPI box.

HOW TO CLONE TEMPLATES

  1. Go to ADMINISTRATION > EMR SETUP > TEMPLATE CLONE TOOL.
  2. Select Clone Type: HPI TEMPLATES.
  3. Choose CLONE FROM – the user from whom the templates will be copied.
  4. Choose CLONE TO – the recipient of the templates (staff or specific user).
  5. Click the CLONE button.
  6. A confirmation will appear, showing the number of templates cloned.