How to Import Single/Multiple Instance Component in a Provider Note?

Patient > Provider Notes > Select/Add Provider Note


Practice User can import specific single/multiple instance components upon importing a note template.
In order to do this, user has to create a note template first. To find out more about this, click here.

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Note template components screen.

User can create a provider note and click on import icon in toolbar to import a Note template.

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Select Note Template

User can select the template from List Note Template window that is created from settings.
Select the created note template.

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Import Note template creation screen.

Selecting a template displays all the multiple/single instance component flags that are present in the note template.
Following components can be imported in Provider Note from Note template:

  • Complaints
  • Diagnoses
  • Medications
  • Allergies
  • Immunization
  • Precautions
  • Genetic Screening
  • Family History
  • Medical History
  • Social History
  • Surgical History
  • Birth History
  • Ob/GYN History
  • OB Lab Results
  • Prenatal Exam
  • Estimated Due Date
  • Delivery
  • Genetic Screening
  • Lab Result
  • Procedure Result
  • Radiology Result

At the end, click on the Attach button to import the components flags in the provider note.

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Note template components screen.

The components that already exist in the provider note are imported from the note template.

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Importing single/multiple instance components

Importing a prior note of case type “Pregnancy” imports the ‘Genetic Screening’ component to the new note. new_symbol