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:

• Consent
• CPT Codes
• ICD Codes
• Editor
• Multiple Choice
• Dropdown
• Short Answer
• Grid
• Number
• Paragraph
• Date
• Time
• File
• Statement

Steps

Step 1: Create a document (EMR)

To create a document:

• Go to the EMR (e.g. emr.avonhealth.com)

• Click on the hamburger menu on the top left corner > Settings > Documents

• Click "Create a document”

• The "Add Document" modal will pop up. In it, set:

  • Name: Name of document
  • Description: Description of document
  • Share by default: Whether you want notes generated by this note template to be shared with the patient by default or not
  • Allow organization member to change default: Whether you want organization members to have the option to change default per note
  • 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

• Click "Add question" to add a question to the document

• Select the type of question you want to ask. The available options are:

  • Consent
  • CPT Codes
  • ICD Codes
  • Editor
  • Multiple Choice
  • Dropdown
  • Short Answer
  • Grid
  • Number
  • Paragraph
  • Date
  • Time
  • File
  • Statement

• For each question, set:

  • Required: Whether a response to this question is required
  • Title: Title of the question where it says "type your title here"
  • All other parameters are specific per question type

• Click on any document details, section, or question card to edit it. Press the Delete button with the red outline to delete an entire section of a document and the trash can icon to delete a question in the document.

• Press "Publish" to publish all of the changes and make them visible to organization members and patients.