Managing a shareable set of clinical note templates

A shareable set of clinical note templates is a set of master clinical note templates that you can manage separately from the set of clinical notes for your location (if your organization has only one location) or any of the locations in your organization (if your organization has multiple locations). You can copy any of a location's templates to your organization's shareable set. As needed, you can add, modify, and delete templates in your organization's shareable set. You can also distribute templates from your shareable set to other locations, so users have access to those templates while logged in to those locations.

Notes:

• You may want to restrict who has the "Manage Shareable Set" right to help prevent unwanted changes to these master templates.

• When entering or editing a patient's clinical note while logged in to a given location, a person has access to only that location's clinical note templates and his or her own favorite clinical note templates.

To manage a shareable set of clinical notes

Do any of the following:

• To copy location-specific templates to your organization's shareable set, do the following:

  1. Open that location's Clinical Note Template Setup page. The Current Set tab is selected by default.

     

  2. Select the check boxes of the clinical note templates that you want to copy to the shareable set.

     

  3. Click (or tap) Copy to Shareable. This button is available only if at least one template's check box is selected.

• To add, edit, delete, or distribute shareable templates, do the following:

  1. Open any location's Clinical Note Template Setup page.

  2. Click (or tap) the Shareable Set tab.

     

  3. Do any of the following as needed:

     • Add - To add a shareable template, click (or tap) New Template, set up the template options, and then click (or tap) Save.

       

     • Edit - To customize a shareable template, select that template, make the necessary changes, and then click (or tap) Save.

       

     • Delete - To delete a shareable template, select that template, click (or tap) Delete, and then click (or tap) Delete on the confirmation message that appears.

     • Distribute - To distribute shareable templates, select the check boxes of the shareable templates that you want to distribute, click (or tap) Distribute, select the desired locations, set up the conflict resolution options, and then click (or tap) Distribute.

       

       Important: You may want to restrict who has the "Distribute Clinical Note Templates" right to help prevent someone, who may not understand the consequences of using the Clear all existing templates & replace with those that are checked option when distributing templates, from unintentionally deleting templates in the destination locations.