Please note that only tests under Group No. 0 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 an Administrator creates them from Settings → Configuration → Test and Templates, they are flagged as System Templates. These are typically common for the whole clinic. If the testes are invoked by choosing Settings → My Preferences → Templates, they are flagged as logged-in Provider-specific templates. When a Doctor needs to select a template during an Encounter, then the list of doctor templates created earlier are shown, followed by System templates. The Doctor can then select anyone of them. For Specialty and Clinic Forms, a Form Template for printing can be associated.
Template Name: Enter the name of the template being created. This is a mandatory field.
Classification: Enter a value in this field to classify the template 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: Enter a report name to be used in Output Template using $ tags.
Sequence No.: Set a sequence number for the template to be displayed 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.
On clicking the Grid button, a popup with the following columns is invoked:
- Select System: Select a system from the System popup invoked on clicking on the
search button. - Occurrences: Upto 20 number of occurrences can be selected from the dropdown. If this value is set as zero, then the Grid Tests.. button is disabled on the respective test execution forms.
- Test as: The Grid can be displayed within the Tests as Rows and Occurrences as Columns, or vice versa. Choose the radio button for Row or Column accordingly.
Print Template: Select a template to be 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 Templates search to choose a print template from.
The Clear link next to the search icon on click clears the value entered in the field.
This field is available for Specialty Template and Clinic Form only.
Share on Portals icon
:
Used to share Specialty template on Patient, Referring Provider, Attorney, Insurance Adjuster and Employer Portals.
This icon on click invokes the Select Portal popup displaying three individual sliders for different portals.
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, the following icons:
for Patient Portal, 
for
Referring Provider/Attorney/Adjuster Portals and 
for Employer Portal are displayed beside the Share on Portals icon .
Note:
If a Print template is not associated to the Specialty template then the Share icon is disabled.
Employer User Filter checkbox: This checkbox is displayed only when the property sc.empuser.restrict.access is turned On and Employer Portal is configured for the Clinic. Check this checkbox to make this template available on Procedures popup invoked clicking the
icon next to Procedure Form
field on List of Documents popup accessible from Access Rights popup for Employer Users on Employer Master screen.
If this template is selected for an Employer User from the Procedures popup, only then can this Employer User be able to view this template on the Clinic Shared Documents page of the Employer Portal when it is shared.
This checkbox remains unchecked by default for all new and existing templates on Specialty Template Master screen. This checkbox can be enabled for only non-procedural templates, hence if this checkbox is checked then the Procedural checkbox becomes disabled and vice versa.
Note:
If the Procedural checkbox is checked for a template and this template is used in or associated with an encounter,
and the clinic user would now like to mark this template with the Employer User Filter checkbox, then the user would first have to delete the template from the encounter
and then navigate to Specialty Template Master and check the Employer User Filter checkbox.
Default CPT/HCPC button: On click, the button invokes the Assign Codes CPT®/HCPC popup to assign mandatory CPT/HCPC codes to the Specialty or Procedural template. This option is available only on Specialty Template.
Optional CPT/HCPC button: On click the button invokes the Assign Codes CPT®/HCPC popup to assign optional CPT/HCPC codes to the Specialty or Procedural template. This option is available only on Specialty Template.
Inventory: Displays the number of items associated to the Specialty. This option is available only on Specialty Template.
Assign button: On click, this button invokes an Inventory Items that lists out all the available items as recorded in the Inventory. This option is available only on Specialty Template.
Do Not Copy checkbox: The Specialty templates which have this checkbox checked are not copied from Past to Current Encounter. If this checkbox is checked then the Carry Forward checkbox gets disabled and unchecked if already checked.
Carry Forward checkbox: The option when selected makes the template available on the patient's next Encounter. This option is explictly available only on Specialty Template.
Procedural checkbox: When this checkbox is selected/checked, then an In – House procedure with the same name is created under Procedure Master. Specialty templates marked as Procedural become available in Order Sheet under the Procedure tab. If this checkbox is checked then the Employer User Filter checkbox becomes disabled and vice versa. This 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. This option is available only on Clinic Form Template.
Non Reporting checkbox: The option when selected marks the template as Non-Reporting and the template then is not available on any of the Output templates. This option is available only on Specialty Template.
Doctor: 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. This 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.
Name: Click the Add System
icon to invoke a Choose the Codes search popup.
The selected test name is then displayed under this column.
Add Copy of System icon
:
Used to copy the particular system that is selected including the tests.
On click, this icon invokes a popup that allows the user to name the copy of the system.
Select All option: A single click selects or deselects all the tests simultaneously.
Must checkbox: Select this checkbox to make the test mandatory.
Seq.No.: Displays the test's sequence.
Code: Displays the system-generated code number.
Name: On click invokes a popup that used to create a copy of the selected test.
Active checkbox: This checkbox when checked marks the template as active. Inactive templates are not available for selection in any search popups and auto-complete.
save button: Click to create a new template or to save changes made to an existing template.
delete button: Click to delete the selected template.
reset button: Click to revert to the last saved details.
save as... button: Click to create a copy of an existing Template along with systems and tests.
export... button: User enters a filename explicitly. The program then creates a XML file. This file contains 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... button: Click to preview the template details.