Template Creation 101

Step 1: Naming your Template

To create a template, you must be in the Template Builder section.

This can be found under the “Builder” tab in either the Objective or Subjective sections- whichever section you wish to create a custom template for.

The first step to creating a template is to name your template and give it a description (1 & 2).

You want to choose a name and description that reflects the overall template and its contents; for instance, “Objective Hip Template”.

Step 2: Choosing your Sections

The second step to creating a template is choosing the sections of your template.

You can choose from our extensive list of basic sections (such as Inspection, Observation, Special Tests, etc.) by using the search box, or create new sections based on specific needs (such as Mental Health, Speech Patterns, etc.).

You can also edit section titles (1). Adding or removing sections from your “Selected Sections” list can be done by highlighting the section and choosing an option from the four arrows: add, add all, remove or remove all (2). When you’re done, simply hit Next (3).

Step 3: Selecting your Questions

To create a question, you first must select the section that the question will be placed in (1).

You can choose from any of the sections that you have decided to include in your template from the drop-down menu.

You can then select the type of question (2).

Step 4: Entering Basic Question Information

Every question, no matter what type, contains a few fields of required information.

1) Question Text: The text of the actual question (eg. “Is there a chaperone present?” or “Hip Range of Motion”)

2) Add Goal Box: A dynamic goal box will appear along with this question. If this is enabled, In Touch EMR will give the user an option to add a goal associated with this question. The goal will automatically propogate to the plan of care and will always be ‘tagged’ to the question. This field can be left empty in which case no goal box will propogate to the plan of care. This is ideal for questions that are commonly associated with goals

3) Add Comment Box – A comment box will appear along with this question. If this is enabled, In Touch EMR will give the user an option to enter text into a comment box associated with this question. The text in the comment box will automatically propogate to the PDF document and will always be ‘tagged’ to the question. This field can be left empty in which case no comment will appear on the PDF. This is ideal for questions that are commonly associated with goals, and in situations where the question (and the answer) need to appear on the plan of care.

4) Push to Plan – At times, information from the objective section needs to appear on the plan of care. If this is enabled, In Touch EMR will automatically take the question (and associated answer) and propagate it to the plan of care section, enriching the narrative in the plan of care. If this question is ignored / unanswered / empty, then nothing will propagate to the plan of care. This is ideal for questions that are commonly associated with the creation of goals, and in situations where the question (and the answer) need to appear on the plan of care. This helps paint a vivid ‘clinical picture’ to the referring physician and eliminates the need to send entire notes to the physician for signature.

5) Mandatory Question – This question type can be made mandatory. If this is enabled, the system will require the user to answer that question before proceeding to other sections of documentation. If data is not provided, that section will be highlighted in red, and a blue pop up notification box will appear reminding the user to enter data before proceeding. For ease of identification, these questions will be tagged with a large red asterisk, reminding the clinician that they are mandated during the documentation workflow. This is ideal for questions that must be answered / components that must be documented for compliance purposes. For more details on compliant documentation, call support and request the In Touch EMR compliance blueprint.

6) Question Options: This field will change depending on what type of question you choose (In this instance, we have chosen Multiple Choice: Only One Answer). Once you add in the required
information under options, (7) hit Add.

Then, (8) click Add Question to see what the question will look like in your actual documentation.

Step 5: Previewing your Question

Once you hit “Add Question”, a blue confirmation box will appear in the upper right-hand corner of the screen that will state “Question Added Successfully”, and you will be able to preview your question as it will appear in your actual documentation.

There are three options to the side of the question: Edit, Duplicate, Delete and Copy.

“Edit” allows you to go back and edit the question as you did in Step 4.

“Duplicate” Will allow you to duplicate a question in its entirety; this will save you steps if you are creating multiple questions that are very similar but may have different question texts, etc. You simply edit your duplicate question.

“Delete” will delete the question.

“Copy” will allow you to copy the question within the template or to another section

Step 6: Finishing your Template

When you are finished editing all your questions, hit “Update TEmplate” under the sections Add Done-For-You Section (1).

A blue confirmation popup will appear in the upper right-hand corner of the screen, informing you that your template was saved successfully (2).

Step 7: Finding your Template in the Library

To access your saved template, you must be in the Library tab of either the Subjective or Objective section.

You have the option to:
1) Edit the selected template

2) Duplicate the selected template

3) Share the selected template: If you have multiple users of the EMR, each user can choose to share templates they create under their own name.

4) Delete the selected template.

Please note that if a user deletes a template, it will only be deleted from their account.

This is helpful if your clinic has providers who have multiple disciplines; providers can only keep or edit templates in their library that pertain to their own discipline.

Clicking on a template will populate the template below (5).

After you enter in all of the documentation, make sure to hit the Save Now button (6).