Creating an EOV Template

Note: If the EOV template you want to create is similar to an existing one, you can save time by editing and renaming that template.

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

2.   Click the at the Add New... field and click EOV.

Note: The EOV Builder contains two panes. The left pane displays your current list of section titles and sub-items. The right pane allows you to make your selections.

3.   Click Add. Build your EOV template by adding sub-item lists of end-of-visit actions— either with or without section titles— as follows.

• Add section titles

  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.

  When using the Order Set option, the Label you specify can also help you and other users find this order set when copying it into another EOV template.

• Add 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.

  Note: If the order set you are looking for contains a unique diagnosis code, looking up by that code may provide a more targeted search than looking up by name.

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

5.   Click Ok (ALT+O).

6.   Type or select a Template Name.

7.   Click to select whether you want to save your template to your personal list (My list) or make it available to others within your practice ( Practice or Practice General). Regardless of which option you choose, other LMR users cannot edit or delete your template.

8.   If desired, click Save to Modules.

9.   Click Save.