pyramed training guidetraining.pyramed-health.com/content/tguides/chart templates.pdf · o lock...

PyraMED Training Guide

Chart Template Basics

Form Designer Training Guide

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TABLE OF CONTENTS

Editing Chart Templates .......................................................................................................................... 3

Accessing Chart Templates .................................................................................................................. 3

Adding Template Components............................................................................................................. 4

Previewing the Template ..................................................................................................................... 7

Properties ............................................................................................................................................ 8


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Editing Chart Templates This guide will provide instructions for editing a chart template through the lookup editor.

Accessing Chart Templates

1. Go to FileSetupLookup Editor

2. The Clinical category will default to open. Choose the section “Chart Templates”.

3. Double click on the template to edit it. Right click in the blank area to create new template.




Adding Template Components

The template components are the sections of the visit note (i.e Subjective, Objective, etc).

Note: the user must add the Sections into the new note prior to adding Section Parts.

To add a template component:

1. Add an item from the “Sections” Row by dragging and dropping the item into the blank middle

box (shown below).




2. Once the Section has been added, the user can now add the Section Parts by dragging and

dropping the item into the same middle box. Drag the Section Part over the section in the

middle box until a green arrow pops up and drop it.

3. The Section Part will appear underneath the Section.

4. To delete a Section Part or Section right click on the item and select “Delete”.




Previewing the Template

1. Within the Chart Template Editor, click on the binoculars on the top left of the screen.

2. Search for a patient.

3. Choose an encounter. It will be helpful to choose an encounter that has been documented

extensively. (Note: this will not make any changes to the encounter it will just allow the user to

preview what the template will look like once it has been created).

4. Click OK.

5. When new components have been added or edited, it is important to refresh the preview to see

the most current change. This button is located on the top left of the template editor.




Properties

To set Properties for a Section or Section part within the Template, Users must highlight the Section or Section part from the Template and the set the available Properties in the Properties area of the Chart Template Editor. Available properties can vary depending upon the Section or Section Part. There are different types of properties as detailed below.

Spacing

The Spacing properties determine how close the Sections/Section Parts are to each other.

Empty Lines After - The number of empty lines at the end of a Section or Section Part. Empty Lines After Title - The number of empty lines right after the Title of a Section or Section

part.

Title

Show Title- Institutions can opt to show the Title of a Section or Section Part. Title-Institutions can enter a Title that differs from the default Title e.g. Default Title for

Demographics is Demographics and Institutions can change it to Patient Information. Title Format Options - Formatting options for Section and Section Part Titles include:

Background Color, Bold, Font Size, Italic, Text Color and Underline.

Entry Areas

The Entry Area properties are related to Section Parts only and they are an easy way to include an enterable note section in a Template.

Entry Area After - If True then an enterable area will be included on the Template just before the Section Part.

Entry Area Before - If True then an enterable area will be included on the Template just after the Section Part.




Entry Area After Lock Options and Entry Area Before Lock Options o Allow Lock - If True, the Users are able to lock down the Entry Area After on the Chart

Note. Only the User that Locks the Entry Area can edit or unlock the Entry Area. o Lock Label - A Lock Label can be specified. By default the link that appears in the Chart

Note (until the time that the Chart Note has been finalized) is set to Lock but it can be changed as needed e.g. Section Signed Off By.

o Lock Message - The message the will appear in the Chart Note when a Entry Area Section has been Locked by a User can be specified in the Lock Message.

o Lock Position - The Lock hyperlink label can be set to appear either before or after the Entry Area.

o Unlock Label - A Lock Label can be specified. By default the link that appears in the Chart Note (until the time that the Chart Note has been finalized) is set to Lock but it can be changed as needed e.g. Section Signed Off By.

Misc-Section Parts

Fields - For the following Section Parts Institutions can determine which fields related to the Section Part will appear. Once Fields are selected by clicking on the Ellipses in the entry area and selecting the Fields from the Template Field List, the individual fields will appear in the Template area under the Section Part and Users can sequence these items and format how these fields appear in the Chart Note.

1. Patient Demographics 2. Chief Complaint 3. Allergies 4. Current Medications 5. Vitals 6. Diagnoses 7. Procedure 8. Immunizations 9. Labs 10. Radiology Orders 11. Health Resources

No Rows Text - If Fields can be selected for certain Section Parts and there are no rows for the encounter e.g. there are no Lab Orders, users can enter default text such as 'No Lab Orders' and that will appear or they can leave it blank and the Section Part will be blank.

No Known Allergies Text - For the Allergies Section Part if the Patient had no Allergies in Patient Allergies Institutions can enter default No Allergies Text or leave this blank.

No Known Meds Text - For the Current Medications Section Part if the Patient had no Medications in the Medication List, Institutions can enter default No Allergies Text or leave this blank.

Colorize Abnormal/Normal Vitals in the Chart Note - For Vitals that display on the Chart Note, in the Chart Template Editor, Users can now set the new Colorize Abnormal/Normal Values Property to display the Vitals with the appropriate Abnormal/Normal Color Value. When set to True, the Vital Values will display in the Abnormal/Normal Vital Colors that are defined in Settings and Preferences, Clinical Category, Abnormal Colors subcategory.

Misc-Fields

If you highlight a Field related to a Section Part the following Properties can be set:




After Text - This is the Text that would come just after the Field value. After Text Format Options - Formatting options for the Text that follows the Field value include:

Background Color, Bold, Font Size, Italic, Text Color and Underline. Before Text -This is the Text that would come just before the Field value. Before Text Format Options - Formatting options for the Text that precedes a Field value

include: Background Color, Bold, Font Size, Italic, Text Color and Underline. Colorize Abnormal/Normal Values - This property will only appear for the Vitals Section Part.

Users can set the Colorize Abnormal/Normal Values Property to display the Vitals with the appropriate Abnormal/Normal Color Value in the Chart Note. When set to True, the Vital Values will display in the Abnormal/Normal Vital Colors that are defined in Settings and Preferences, Clinical Category, Abnormal Colors subcategory.

Data Format Options - Formatting options for the Field Value itself include: Background Color, Bold, Font Size, Italic, Text Color and Underline e.g. if Diagnosis Code is included it would be the formatting for the Diagnosis Code.

Empty Lines After Field - The number of Empty Lines that should follow the Field. Empty Lines Before Field - The number of Empty Lines that should follow precede the Field. Formatting Script - A Formatting Script that can be used to style the Data, Before Text and After

Text based on the logic specified. To set up the Formatting Script, Users will need to click on the Ellipses to access the Field Formatting Script Editor.

Hide if Empty - If there are multiple Fields for a Section Part and there are no values for one the Fields then if True the Before and After Text should not appear for the Field with no data e.g. If Users take Vitals and do not take the Temperature then the Before and After text for the Field will not appear.

Name - For Fields only, this informational property shows the name of the Field. Sample Text - For Fields only, this informational property shows what the Field will look like in

the Chart Note with the Before and After Text.

Misc - Forms

Forms - An unlimited number of Forms can be associated with a Chart Template. To associate a Form with a Template click on the Ellipses in the entry area and select the Form from the Form Selector

Other - Chief Complaint Section Part Only

Complaint Lock Options o Allow Lock - If True, the Users are able to lock down the Entry Area After on the Chart

Note. Only the User that Locks the Entry Area can edit or unlock the Entry Area. o Lock Label - A Lock Label can be specified. By default the link that appears in the Chart

Note (until the time that the Chart Note has been finalized) is set to Lock but it can be changed as needed e.g. Section Signed Off By.

o Lock Message - The message the will appear in the Chart Note when a Entry Area Section has been Locked by a User can be specified in the Lock Message.

o Lock Position - The Lock hyperlink label can be set to appear either before or after the Entry Area.

o Unlock Label - A Lock Label can be specified. By default the link that appears in the Chart Note (until the time that the Chart Note has been finalized) is set to Lock but it can be changed as needed e.g. Section Signed Off By.




Sectional Sign-Off

Some users would like the ability to sign off on a section when it has been completed and the provider

would like to take over the note.

To add a sign off feature within a section:

1. Within the chart template editor, click on the section part to add a sign off feature.

2. In the properties box, click the plus sign next to the entry area after.

3. Make sure the “Allow Lock” field is True.




4. Change the Lock Label to “Sign off”

5. Change the Lock Message to Signed off by

6. Lock position should be AfterNote

7. Click the refresh button to see the sign off blue link.


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