Progress Summary Template by ulu37646


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Progress Note Templating
 Beyond the Basics
Vicky Soulier, Clinical Applications
    Coordinator, Mpls. VAMC
 Ron Patire, Clinical Applications
   Coordinator, VISN 23 Clinical
      Reasons For Using Note Templates
• Templates prompt for necessary information to
  reduce      errors of omission
• Help speed up note entry
• Produce notes with a predefined layout for easier
• Templates help reduce spelling errors
• Templates reduce the use of unapproved
• Improve documentation for billing and JC
• Patient information is inserted automatically into the
• Demonstrate Export & Import functions to share
• Demonstrate adding additional template fields &
  data            objects into imported template
• Demonstrate adding additional "sub templates"
• Understand what “Health Summary Objects” are and
  how they are created through “Text Integrated
  Utilities (TIU) Health Summary Object”
• Create Template Fields-
    “Edit Template Fields” option in CPRS
     Access controlled by parameter “TIU FIELD
         Template Types

•   Templates-
       Contain text and objects that can be placed into a progress note
•   Folders-
       Used to organize templates & dialogs
•   Group Templates-
       Pulls ALL templates within the group into the progress note
       Contain predefined text, template fields and data objects
•    Dialogs-
       Allows multiple templates to be placed under one header
       Only pulls in the SELECTED templates into the progress note
       Also contain predefined text, template fields and data objects
       More selection options than with templates
•   Reminder Dialog-
        Automatically inputs text into the progress note
        Passes codes to Patient Care Encounter (PCE)
        Allows placing of orders within the template without waiting
        to go to a separate order screen
     Patient Data Objects
• Imports patient data from other VISTA
  packages into the progress note
• Examples include recent meds, vitals,
  lab results, patient demographics, date
  and time, etc.
• | | brackets are used to identify
  "Objects" within the template
     Text Integrated Utilities
     (TIU) Health Summary Objects

• Allow for the creation of objects that
  import patient data into the note from
  components available in the Adhoc
  Health Summary Report
• Examples include radiology
  impressions, allergies, progress notes
      Template Field Types
• Edit boxes-
     Allow control over the length of the entry
• Combo boxes-
     Drop down boxes with predefined text
• Buttons-
     Work like toggle switches
• Check boxes-
     Allow for multiple selections
     Can be either vertical or horizontal
• Radio buttons-
     Allow for only one selection
     Can be either vertical or horizontal
Template Field Types Continued
• Date-
     Date Types:
           Date & Time
           Date & Required Time
           Combo Style
           Combo Year Only
           Combo Year & Month
• Number-
     Allow control over a range of numbers
• Hyperlink boxes-
      Allow links to web sites or documents
• Word Processing-
     Allow control over the width and number of
• Text-
      Allow free text entry (good for Display only
    Template Field Properties
• Template fields can be set to be
• Template fields can be set to be
    “Display Only”
• { } brackets are used to identify
    “Template Fields" within the
    Sign on to CPRS
• Find the CPRS icon on your desktop
• Double click on the icon
• Find your student number by your
• ## is your student number
• Your access code is ##VEHU
• Your Verify Code is VEHU##
    Select your Patient
• Find the patient that corresponds to
  your number (your number spelled out)
   ( I will be using zero, patient)
• Progress Note templates are created
  in the NOTES tab.
• Click the CPRS NOTES Tab

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