Assessment Questionnaire Flags in Note Templates
Configure Assessment Questionnaire in Note Template
Settings > EHR > Templates > Notes > Add/Edit Note Template > Assessment Templates > Select Assessment
Use Assessment Questionnaire in Provider Note
Patient > Provider Notes > Add Provider Note > Select Note Template > Assessment Questionnaire Flag
What’s New
- A new Assessment Templates selection popup is available within Note Template Settings.
- Users can select a configured assessment questionnaire from the popup.
- The selected assessment questionnaire is inserted into the Note Template as a flag.
- Assessment flags automatically populate within Provider Notes when the associated Note Template is selected.
- The functionality is supported across both 10g and 11x platforms.
- Only configured assessment questionnaires are available for selection.
How It Works
- Navigate to Note Template Settings and create or edit a Note Template.
- Open the Assessment Templates selection popup.
- Select the desired assessment questionnaire from the available configured templates.
- The system inserts the selected assessment questionnaire into the Note Template as a flag.
- Save the Note Template.
- When a provider creates a Provider Note using the associated template, the assessment questionnaire flag automatically appears within the note.
Benefits
- Simplifies customization of Provider Note templates.
- Reduces repetitive documentation by automatically including frequently used assessments.
- Promotes standardized assessment documentation across providers.
- Improves provider efficiency by incorporating assessment questionnaires directly into existing documentation workflows.
- Provides consistent functionality across 10g and 11x.
