EMR & EDR Template Builder - Create a Template

Templates are comprised of individual Form Sections which link sets of data. A new template is created by adding existing Form Sections.
To create a new template, select the main node of any of the EMR Form Category nodes and click the plus button within the sidebar. The new record will display within the node and the Forms Palette will appear. Name the new template within the Name field, add a Form Description, then choose a Specialty from the pop up menu. Save the new record.

Drag any Form Section from the Form Sections node to the new template. As sections are added, they will appear in the Navigation menu. Drag sections within the navigation menu to change the order within the form, or click the Form Section directly from the form and drop the section within the new location
Was this article helpful?
0 out of 0 found this helpful