Topics

Doctor’s Template

Search:

Introduction A Template is a Set of Tests. The Doctor can create any number of templates in each of the following : VT: Vitals m, HP: History of Present Illness SH: Social History RS: Review of Systems PH: Physical Exam SC: Specialty For Example, in case of Physical Exam, the set of tests to be executed will be different for Adult Male, Adult Female, Children, and Very Old people. He can create a Template for each, with the appropriate set of Tests. During an Encounter he can select the right Template. The system displays all the lists of tests in the Database grouped Class wise whose Group Number is "0". For the template just check the required Tests. Please note that only Tests under Group No. zero are displayed here. When Results for any one of these tests are entered and sub-question set is applicable, they will get included at run time. Templates are of Two Types. System Template and Doctor Template. Note the Subtle Difference between the two. When a Administrator creates them in option Settings \ Configuration \ Test Templates , they are flagged as System Templates. These will typically be common for the whole clinic. If the option is invoked by choosing Settings \ My Preferences \ Templates they are flagged as logged in Doctor specific Templates. When Any Doctor needs to select a Template during an Encounter then the Doctor is Shown a list of Templates that are created earlier, followed by the System Templates. The Doctor can then select anyone of them. For Specialty and Clinic Forms, a Form Template for printing can be associated. Field Description  Template Name: Name of the template being created. It is a compulsory field. Classification: Value entered in the field classifies based on Specialty, Procedure, Injection etc. Applicable For: Define the specialties to which the template is specifically applicable. On click the Specialty button invokes a popup from which multiple selection of specialites is done. Report Name: Used in Output Template using $ tags. Sequence No.: Set the sequence number for the template to display on the Search popup. Grid: Some clinics require the ability to enter multiple results for the same test in the same encounter. This can be done in the test executions for Vitals, Social History, HPI, Review of Systems, Physical and Specialty. To facilitate this, user can define a Grid in the Templates definition of all the above tests in Settings ' Configurations ' Tests by, Select System: Select the system by clicking on the search button. Occurrences: Upto 20 number of occurrences can be selected from the List Box to be entered here, but note that if this is set as zero, then the "Grid Tests.." button is in disabled mode, on the respective test execution forms. Test as: The Grid can be displayed with Test along Rows and Occurrences as Columns, or vice versa. Choose the radio button for Row or Column accordingly. Print Template: The template used as a layout or structure in which the information is printed in. The Print Template label is a hyperlink which invokes the template in design mode to edit or update the design directly. - The field has a search icon which on click invokes the template search to choose a print template from; - The Clear link next to the search icon on click clears the value entered in the field, Referred By Provider. [The field is available for Specialty Template and Clinic Form only] : Used to share Specialty template on Patient, Referring Doc, and Employer Portals. The icon on click invokes the Select Portal popup displaying three individual sliders for the three different portals such as Patient, Referring Doc, and Employer. Move the slider to the right, to turn ON the sharing feature and make the template available individually on the respective portals. To indicate a template has been shared there are icons consisting of letter, P: for Patient Portal, R: for Referring Doc Portal and E: for Employer Portal displayed beside the Share icon. Note: If a Print template is not associated to the Specialty template then the Share icon is disabled. Default CPT/HCPC: On click the button invokes the Assign CPT®/HCPC popup to assign MANDATORY CPT/HCPC codes to the Specialty or Procedural template - [the option is available only on Specialty Template] Optional CPT/HCPC: On click the button invokes the Assign CPT®/HCPC popup to assign MANDATORY CPT/HCPC codes to the Specialty or Procedural template - [the option is available only on Specialty Template] Inventory: Displays the number of Items associated to the Specialty. [Available only on Specialty Template] Assign: On click, the button invokes a popup Inventory Items that lists out all the available items as recorded in the Inventory. [the option is available only on Specialty Template] Carry Forward: The option when selected makes the template available to the Patient's next Encounter. [The option is explictly available only on Specialty Template]. Procedural: Specialty template marked as Procedure becomes available in Order Sheet under the Procedure tab. [the option is available only on Specialty Template] Procedure Checklist: The Clinic Form template marked as Procedure Checklist becomes available in Order Sheet under the Checklist tab. [the option is available only on Clinic Form Template] Non Reporting: The option when selected marks the template as Non-Reporting and the template then is not available on any of the Output templates. [the option is available only on Specialty Template] Doc Form: Associate a Doctor Form with the template to make the Doctor Form available on the Encounter Specialty screen, the Provider then has a provision to answer Specialty tests along with the tests on Doctor Form. - The field has a search icon which on click invokes the template search to choose a print template from; - The Clear link next to the search icon on click clears the value entered in the field, Referred By Provider. [the option is available only on Specialty Template] Note: The Doctor Form search only displays those Doctor Forms that do not have the Specialty sections in it. ~~~~~Systems~~~~~ Name [+]: Click [+] to invoke the Code search. : Used to copy the particular system that is selected - including the tests, on click the icon invokes a popup that gives provision to name the copy of system. ~~~~~Tests~~~~~ Select All option: A single click selects or deselects all the tests simultaneously. Must: Select the option to make the test mandatory. Seq.No.: Defines the test's sequence. Code: The code number is System generated. Name [+]: on click invokes a popup that used to create a copy of the selected test. Active: The option when selected, marks the template as inactive. Inactive templates are not available for Selection in Search and Auto complete. Action buttons  save: Click save button to create a new template or update the existing details. delete: Click delete button to delete the selected template reset: Click reset button to revert to the last saved details. save as...: A copy of an existing Template along with systems and tests is created using the save as... export...: User enters a filename explicitly. The program then creates a XML file. This will contain details of all the Tests selected in Template. All the fields for each of the selected Test will be present in the XML. The XML Tags for the Test Fields will be same as the Database Field Names. Note that the Template displays Only the list of Tests which have Group No 0. A Test could Zoom to say Group No 100, 200. Each of the question under Group 100 or 200 could further zoom to other groups. The program finds all such questions and also includes them in the exported XML file. import: The program selects a file using the Browser from the client machine, and tries to Import the XML into the current Template option. Note that if is possible to export a ROS template and import it into PH. In short Template Type used will be Current, Not from XML file. The Category / System / Class code read from XML if Not present will be added to the Database. The Test Code if Not present will be added to the Database. In case of Duplicate tests select an option preview: Click to preview the template details.

See Also:
	Grid Tests