Create an EOV Template Based on an Existing One

1.   If you haven't already, go to the Custom Template Builder module.

2.   If necessary, use the filter buttons to locate the template you want to use for your new EOV template. See Using Custom Filters for details.

3.   Click the EOV template name to display it in Edit mode.

4.   To add sections and sub-items, determine where (at which level) you want to add your new section. Click the check box to the left of the next highest level and Add. The section is added to the end of the current list for that section level.

• Adding sections

  To add a section title, click into the Label text box and type. To include a check box with this title, select the Order Set option.

  Note: Adding section titles is not required, but can help logically organize elements of the template to make it easier for providers to use when documenting encounters. For example, when the Order Set option is used with a section title, the provider has the option to select all sub-items for the section with a single click.

• Adding sub-items

  To add a sub-item, use the associated drop-down list to make your selection. Sub-items are categorized as Templates, Dictionary, Patient Data, and Favorites.

  For Dictionary sub-items, the LMR displays a lookup field to find the specific item to add. Type one or more letters and click Lookup. The LMR displays a search result list. Click check boxes to select items and Ok.

  For Patient Data, select an option determining how the template works with existing entries in the patient chart for problems, medications, and allergies.

• Add order sets

  To add an order set from any other template, select the Order Set Search option from the "Add sub item from" drop-down list. Search for order sets by name or by any diagnosis code included in the order set. Type one or more characters and click Lookup. Note that only unique order sets can be selected. If more than one order set has the same sub-items, only the most recent order set with those orders is available.

5.   To delete sections and sub-items, click the option button to the left of the name and Delete.

6.   To reorder sections and sub-items, click the option button to the left of the name and Move.

7.   Click Save.

8.   Type a Template Name and Note Subject. Then, select whether you want to save your custom template to your personal list ( My List) or make it available to others within your practice ( Practice or Practice General).

9.   If desired, click Save to Modules.

10. Click Save As New.