Create a Structured Note Template

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

2.   Click the at the Add New... field and click Structured. The LMR displays a list of available sections.

3.   Click the sections that you want to include in your template and Ok (or to include all sections, click Check All and Ok).

• For list-based sections (i.e. Problems, Allergies, Medications, etc.)

  Choose whether you want the notes created from this template to automatically include all associated signed and unsigned items (Automatically Load All), only unsigned items (Automatically Load New), or only selected items (Manual).

• For the Physical Exam section

  Click   to display a list of possible subsections to include. Click check boxes to select subsections and Ok (or to include all subsections, click Check All and Ok).

  Then, to add text to any subsection, click below the subsection heading in the main note pane and type. Alternatively, you can also click a subsection name on the left to display a text box to enter information. To apply special formatting (such as bold or italic text) or check spelling, click the appropriate button. You must first select text when formatting existing text.

   After completing your entry for a subsection, click Ok or Ok-Next.

• For all other sections

  Click below the section heading in the main note pane and type. Alternatively, you can also click a section name on the left to display a text box to enter information. To apply special formatting (such as bold or italic text) or check spelling, click the appropriate button. You must first select text when formatting existing text.

  After completing your entry for a section, click Ok or Ok-Next.

4.   If appropriate, update options for I or O (inpatient or outpatient) to reflect the type of template.

5.   Type or select a category, type, and subject for your new template. The subject is the name that is assigned to a new note when you create one from this template.

6.   Click Save.

7.   Type a Template Name. 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). Regardless of which option you choose, other LMR users cannot edit or delete your custom templates.

8.   If desired, click Save to Modules. To save this template as your default, click Default.

9.   Click Save As New.

Related Topics

Reordering Sections

Working with Placeholders