Creating and Modifying Templates

Eyefinity strongly recommends using templates to maintain complete EMRs, reduce repetitive data entries, and save time entering patient exam information into ExamWRITER. Create templates using text that you write repetitively 80 percent or more of your time. Each time that you use a template to launch an exam, all of the text that you saved in your template will automatically appear in the new EMR. You can create problem focused and procedure focused templates.

Templates using the narrative format display exam text on the ExamWRITER chart window in paragraphs.

Templates using the line item format display exam text on the ExamWRITER chart window in separate vertical lines.

This section tells you how to create and modify templates in ExamWRITER, including how

To create a new ExamWRITER template

A new, blank template is a blank EMR with no patient name associated with it.

  1. On the ExamWRITER main window, click Tools and select Template Maintenance.

    The Template Maintenance window opens.

  2. Click New.
  3. Type the name of the template in the Template Name text box.
  4. If you want to copy an existing template to a new template, select an available template and click Copy From.

    OR

    Click Save/Exit to close the Template Maintenance window.

    A new exam template opens.

  5. Add default exam information to the blank template using the instructions in Creating and Opening Exam Records.
  6. Click the X in the top right corner of the window to save and close the template.

To modify the name of an existing ExamWRITER template

  1. On the ExamWRITER main window, click Tools and select Template Maintenance.

    The Template Maintenance window opens.

  2. Select one of the available templates and click Edit Name.
  3. Modify the name of the template in the Template Name text box.
  4. Click Save/Exit to close the Template Maintenance window.

To modify an existing ExamWRITER template

  1. On the ExamWRITER main window, click Tools and select Template Maintenance.

    The Template Maintenance window opens.

  2. Select one of the available templates and click Edit.

    The template opens.

  3. Add default exam information to the blank template using the instructions in Creating and Opening Exam Records.
  4. Click the X in the top right corner of the window to save and close the template.

In addition to the procedure above, watch these videos for more information.