ecw Weekly Users Tip: My Settings: Template-Friendly Settings & My Favorites: Templates

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1 ecw Weekly Users Tip: My Settings: Template-Friendly Settings & My Favorites: Templates Templates, regardless of how basic or how comprehensive, can make your notes overwhelming and visually harder to navigate depending on your user settings. This is especially true for templates that ask users to capture lots of variable information. By just tweaking a few of your settings, you can make the templates you merge easier and faster to read and, consequently, faster to edit. Additionally, similar to the My Favorites: Medications tip, identifying your frequently used templates will put them within arm s reach or clicks reach and help you cut out the search and select time of finding a template. This may not as effective for templates that are already easily accessible in the Templates window (e.g., age-specific standard well child templates, etc.) however, it will do well if: You need to type characters to search for your template and You find yourself merging the same template at least 3 times per week Configuring your favorite templates will allow you to merge a template in exactly two clicks. My Settings: Template-Friendly Settings 1. From the file menu at the top, go to File > Settings > My Settings.

2 2. Go to User Settings tab. 3. From Display style for Structured data elements in Progress Notes (4 th option from the bottom), select New Line.

3 4. Go to Show/Hide tab. 5. From Tabs to display in Progress Note Chart Panel (bottom). Select Templates box.

4 6. Go to Defaults tab. 7. From Default Style in Progress Notes (5 th option from the top), select Bulleted.

5 8. From Default Progress Notes Templates (8 th option from the top), select Generic. 9. Click OK to save. Log out and log back in to view changes.

6 My Favorites: Templates 1. Save as you go: From the Progress Notes, click Templates at the bottom. For advance configuration, go to step Search for desired template.

7 3. Highlight template and click Add As Favorite. 4. Change category to view Favorites.

8 5. To remove templates from favorites list, follow steps 6, 9, and Advance configuration: Go to File > Templates. 7. Search for desired template.

9 8. Highlight template and click Add As Favorite. 9. Click Configure My Favorites to view saved favorites.

10 10. Remove or add templates as needed by highlighting and using arrows. Click Save. ADD REMOVE Please note: list order of templates in My Favorites cannot be changed. Templates list saves alphabetically regardless of order in which templates were added. What happens next? Using Your Template 1. In the Progress Notes:

11 2. From the right chart panel, click Templates tab. (Click No. 1.) 3. Click on the arrow next to your desired template to merge. (Click No. 2.)

12 4. Review and edit Progress Notes as needed.

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