The Custom Template Builder allows you to create practice-specific templates for use with the EOV (End of Visit) module. Clinicians and administration staff use these EOV templates to accurately and completely document encounter billing, test ordering, referral requests, and patient disposition activities.
Many practices benefit from having a series of EOV templates. For example, templates might be created for initial patient visits, follow-up visits, yearly physical exams, as well as for specific conditions, such as cold and flu or diabetes maintenance encounters.
Initially, the Custom Template Builder module displays your personal custom templates (excluding those you've saved as Practice templates). However, a series of filter buttons at the top of the screen can help you locate and view templates created by others. See Using Custom Filters for details. Custom templates created by others can be used as a basis for creating new custom EOV templates.
The Module Preferences button is different than the other filter buttons. It allows you to limit the templates that are available to you when creating a note. See Maintaining the Target Custom List for details.