Set up
Document Templates
You can pre-create document templates to make creating document easier and more standardized. Here are the following types of questions that you can ask in the document:
- Multiple Choice
- Dropdown
- Short Answer
- Grid
- Number
- Paragraph
- Date
- Time
- Picture
- File
- Statement
- Consent
- SSN
- Address
- Allergy
- Medication
- Condition
- Vitals
- PDF Upload
- Editor
- ICD Codes
- CPT Codes
You can find the definitions of each of the question types here.
Steps
Step 1: Create a document template (EMR)
To create a document template:
Go to the EMR (e.g. emr.avonhealth.com)
Click on the hamburger menu on the top left corner > Settings > Document Templates
Click "Create a note template”
The "Add Note Template" modal will pop up. In it, set:
- Name: Name of document template
- Description: Description of document template
- Usable by: Which organization members can complete this document and assign it to patients. By default, documents can be completed and assigned to a patient by any organization member. However, documents can be restricted to be only completed and assigned to patients by certain medical centers, specializations, peer groups, and/or individuals. This is useful if, for example, certain documents are only relevant for PCPs to complete vs. other documents are only relevant for nurses to complete.
Click "Create Document"
Click "Add section" to add a section to the document template
Click "Add question" to add a question to the document template
Select the type of question you want to ask.
For each question, set:
- Required: Whether a response to this question is required
- Show on Summary Card: Whether this question and its' response should show up on the summary card when a user is scanning a patient's chart
- Add to Patient Chart: (Only applicable to some question types) Whether to sync the response from this question to the patient panel that's located on the left-hand side in the patient's chart.
- Title: Title of the question where it says "type your title here"
- All other parameters are specific per question type
Click on any document template details, section, or question card to edit it. Press the Delete button with the red outline to delete an entire section of a document template and the trash can icon to delete a question in the document template.
Drag a section or question card when it's in view mode to reorder it.
Step 2: Embed in logic (EMR)
You can embed in logic into the sections and questions in the document templates. Follow the instructions here to embed logic.
Step 3: Publish the document template (EMR)
Press "Publish" to publish all of the changes and make them visible to organization members and patients.
Step 4: Create smart phrases (EMR)
You can use smart phrases in documents. Follow the instructions here to set up smart phrases.