If you frequently create clinical notes with using the same format or structure - such as appointment notes, letters or reports - you can create a clinical note template that you can use as a starting point. This saves time from recreating the same note from scratch.
You can also use additional features to speed up your work:
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Dynamic terms: By using dynamic terms, your clinical note always uses the relevant and personalised information, no matter who uses it.
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Snippets: Create and insert reusable content (such as text, links or images) that you frequently use.
Note
Clinical note templates are used for clinical notes with primarily text-based input. If you are looking to create forms, questionnaires and annotatable images, you can create a clinical tool.
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Click Settings > Clinical.
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On the top right, click New Template.
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In the modal, under Create New, click New notes template.
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In the template editor, configure the following:
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Template Name: Enter a title to label your template so you can quickly find it in your template list.
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Description: Enter a short description for your template. The description appears when you hover your mouse over the template in the template list.
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Category: Select the category for your template to appear under in the template list. You can create your own category.
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Status: Select whether this template is Active or Archived. Only Active templates can be used in clinical notes.
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Content: Enter the contents of your clinical note template in the template editor. Use the toolbar to format your text, insert dynamic terms, insert snippets and add images.
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Click Save.
When you refresh the page, your clinical note template is saved to your template list in Settings > Clinical, and ready for use in your clinical notes.
Tip
If you'd like instant access to your most used templates in your clinical notes, try using Favourites!
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