Creating a Custom HM Template for a Practice or Subset

1.   If you haven't already, go to the Custom HM Templates module.

2.   Click Add New. The LMR displays the Health Monitoring Template Setup screen. For details, click here.

3.   To add items to your HM template, use one of the following methods:

• By typing an item name

  Type two or more letters of the item name and click Search (ALT+S).  The LMR returns matching items. The section name in brackets following the item name indicates where the LMR places this item on the grid. Click to select an item and the button

  Although the LMR allows you to enter uncoded HM items (by selecting the bottom item on the returned list), doing so should be avoided. Uncoded HM items do not make full use of LMR's features and capabilities.

• By browsing sections

  Click the drop-down list at Browse by Section. The LMR displays the list of items associated with that section. Click to select an item and the button

• From your list of Favorites

  Click Favorites (ALT+F) to display a list of items you've previously saved to your list of Favorites. Click to select an item and the button

4.   To remove items, click the check box to the list of one or more item names and click the   button. To remove an entire section (including all items within it), click the check box for the section name and then click the  button.

Note: You cannot remove items that are locked by the Enterprise HM Template. If you are creating a custom HM template for a subset, you cannot remove items that are locked by the custom HM template for the associated practice.

5.   To move items within your HM template, use one of the following methods:

• Reorganizing items within a section

  Click the check box to the left of the item name and   to move the item up, to move the item to the top of the section, to move the item down, or to move the item to the bottom of the section. You can click more than one check box to move multiple items at a time.

• Moving items to another section

  Click the check box to the left of one or more item names that you want to move. Then, select the section that you want to move the item or items to using the drop down list at "Move Item to Another Section" in the upper right corner.

• Moving sections of a template

  Click the check box to the left of the section name and   to move the section up, to move the section to the top of the template, to move the section down, or to move the section to the bottom of the template.

6.   To lock any unlocked item, click the  icon at the right of the Preview pane. The icon redisplays as .

7.   Click OK (ALT+O).

8.   Type an HM Template Name and select the practices or subsets to which you want it associated. Also, be sure the Default check box is selected if you want this template to be used as the Health Monitoring grid for any users from that practice.

9.   Click Save.