Frequently Asked Questions: Clinical
Q:How do I make or revise a template for the practice?
This function is done by the Practice EHR clinical design team due to the web-based requirements. Please share the layout via word and the template can be created/revised for you.
Q:How do I free text comments?
Within the template there will be many sections / questions with a “+” sign. Selecting that icon will open a comment box that will accept free text.
Q:How do I change the layout of the Encounter?
The “Design” button within any Encounter will allow a user to create/revise this form to be consistent with the codes and services needed within the practice. There is a CPT page as well as an ICD10 page that can be modified.
Q:How do I take a picture of the patient’s wound, rash, or other clinical site?
Within the template there is a camera icon attached to Physical Exam which will allow the clinician to take a snapshot or upload an image from the computer/tablet.
Q:When I attempt to sign a progress note, there is an error message that the Chief Complaint is missing. When I go into the note, the Chief Complaint is clearly there. What is missing?
Usually nothing. The system is expecting the Chief Complaint to be in a specific field, selected from a specific “pick list.” If you entered the CC via free text, the system doesn’t know to consider it a valid CC. If there is a CC in your note, disregard the error message and sign the note.
Q:I like a simple template (SOAP) but occasionally I need to add another section. How can I do that?
Any of the sections available in other templates can be added into an individual note by selecting “Add Section” from the action gear icon on the right-hand side of the chart note.
Q:I created a visit for the wrong patient, can I delete it?
Yes, as long as it has not been signed, the visit can be deleted by choosing Delete from the Action gear icon on the right-hand side of the chart note.