Customizing clinical note templates

For any location, you can customize the default clinical note templates that are included with axiUm Ascend and any of your custom clinical note templates.

Note: A location's clinical note templates are available when entering clinical notes only from that location. However, if a user makes a clinical note template a favorite, it will be available for that user from any location.

To customize a clinical note template

1. On a location's Clinical Note Template Setup page, select a clinical note template.

   

   The options for editing the clinical note template appear.

   

2. Change the name and/or category of the template, and then change the note text and quick-picks (prompts) as needed.

   Set up the following options:

   • Template name - Type a name for the template.

   • Category - Select one of the pre-defined categories for this template.

   • Clinical note text - Type the text of the note, and insert quick-picks as needed.

     Quick-picks: A quick-pick allows you to create a clinical note from a template dynamically. When you use a template that has quick-picks to add a clinical note, axiUm Ascend will show messages that prompt you to enter responses to the specified questions.

     • Inserting - To insert a quick-pick where the text cursor is positioned, do any of the following:

       • In the Insert Quick-Pick search field, begin typing to search for one of the pre-defined quick-pick, continue typing as needed to narrow results list, and then select the desired quick-pick.

         

       • Use the Ctrl + , (comma) key combination to make a search field appear, begin typing to search for one of the pre-defined quick-picks, continue typing as needed to narrow results list, and then either clicktap the desired quick-pick or use the down arrow key to select the desired quick-pick and then press Enter.

         

       • To browse for a quick-pick and then insert it, clicktap Manage Quick-Picks, select one of the Quick-Picks, and then clicktap Insert & Close.

         

       • To create a new quick-pick and then insert it, clicktap Manage Quick-Picks, clicktap Create New, complete the steps to create the quick-pick, and then, with that newly created quick-pick selected, clicktap Insert & Close.

         

     • Removing - To remove a quick-pick from the note text, clicktap that quick-pick's Remove button.

       

3. ClickTap Save.