Advanced Templates: Dropdown Menus, Checkboxes, and Lists
I'd like template items with drop downs. This might look something like
Heart rate: [regular][irregular][??]
Orientation: [Alert and oriented x4][Disoriented to ??]
I would click on the line to add it to the chart just like with the current system. Using the heart rate line as an example, instead of typing "regular" I would tab to one of the three options (regular, irregular, or the option to type free text) and hit "enter" to produce the line with that option.
I think what most people are doing is something like this:
Heart rate: ??
This makes you free text everything and it takes a long time especially with all the moving between mouse and keyboard .
What I'm doing now is a little faster, but still not ideal:
Heart rate: regular
Heart rate: irregular
Heart rate: ??
Orientation: Alert and oriented x4
Oritentation: Disoriented to ??
It takes a very long time to write a new template this way especially if there are items with ten options. I have to write ten lines for that option. Then there's a lot of scrolling when I'm actually writing the note since the template gets far too long to fit on the screen.
From past experience I can say a lousy template with dropdowns can make charting several times faster than a well written template without dropdowns, not even including the speed of writing the template compared to what I'm doing now.
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The system is way behind in allowing for easy charting. Lack of formatting options for templates and the horrible double question marks that print if you leave the space blank. Why cant we just have a check box option or upload a fillable pdf template?
Dr Stephen Rogers commented
Could you please put the "checkbox" feature in the charting templates feature? ( As you have in the patient intake templates. )
Yes please add this to the templates
We have a special chart note. It would be so much easier to create yes or no drop downs for the ROS, HPI sections etc
Free text is time consuming
Allen H commented
Thank you. I would set sit up as a master template that would have most of the items that would normally be asked when doing a ROS or findings on a PE. As I have mentioned before, I have previously used EPIC and it has this capability. It is a GREAT timesaver, and the one thing that would really help. Practitioners could download the master template for each new patient, and then copy and paste for subsequent encounters. It would also me nice to be able to modify it i.e. add additional items with check boxes for specific practice types.
Dr AMARPREET SINGH commented
Under Social History I would add drug and alcohol use checklist.
Doctor B commented
Early on I made a work-around to obviate the need for menus. What I do is have all-in-one templates of normals. For example, the Complete physical exam template in the O section has the whole exam that I always do, on one template item, written with everything normal; then I just change it for abnormal findings, putting the ABNORMAL info in all caps, so it stands out to someone skimming through. Same way I have a Brief visit single template item (with NAD and heart/lung/extremities normals), a DM check-up template (Brief plus feet, monofilament, "Annual ophthalmologic, podiatry, and education visits done within the past year, " any of which I can change to NOT DONE.) And so on.
I have an all-in-one Respiratory template, and I put"congested" nose and "injected" oropharanx in there because almost all patients with URI have those and I got tired of changing it from the normal findings every time.
For Depression Screening, in the S section I put all the symptoms as negatives on a single template item ("Depression screening: No sleep disturbance, appetite disturbance, tearfulness, irritability, feelings of hopelessness, anhedonia. No suicidal ideation or plan.") If there are symptoms, I type POSITIVE FOR: at the beginning, write the positives, and delete them from the negatives ("Depression screening: POSITIVE FOR: TEARFULNESS, FEELINGS OF HOPELESSNESS, ANHEDONIA. No sleep disturbance, appetite disturbance, irritability. No suicidal ideation or plan."). Same with the signs, in the O section -- single template of negatives, change if there are positives.
The all-in-one-templates cover 90% of visits for common problems. Uncommon problems would need a huge menu or lots of menus to cover all the possible symptoms and signs, so I can type weird symptoms and signs faster than I can find them on a menu or a template list. Also, I don't want to distort them with "template item bias."
The New EHR has so many menus that don't fit on my laptop screen so, personally, I'm getting dizzy looking at moving screens and scrolling type all day. I wish all the tasks fit on one screen and all the menus would pop up to the side, so they don't need scrolling, and don't prevent us from seeing the part of the screen we're working on that currently always gets hidden behind the menu. So buttons, radios, icons, all that stuff, bring it on if it lets the type on my screen STAY PUT.
Hi Samantha--you're now following this topic, so as we're nearing a release date, we'll update the status here and you'll receive an email with training information. Thanks for contributing!
I agree! We would like the ability to create templates using these features as well so that we can easily create assessments for on-going use. Any ideas when this feature might roll out?
Dr Gustavo Laabes Lic 17717 commented
This is an excellent idea and wold be one of the best improvement in PF.
Can't wait. SOOO needed.
Chris Myers commented
Great idea! Should be customizable for the user and add a return icon button along with the other text edit icons to enable the user to jump to next template field (in addition to the tab function) or next text line.
I would love this feature. I have pts fill out a review of systems every visit and then have to scan and upload it to the system.
I think the best way is to have us make our own checklists. I similar system can be found with onenote or google's forms which are used to get data into the system. Maybe a choice can be put in the template for checklists, drop down menus, or multiple choice. I was trying to replicate a practice fusion template in microsoft's onenote and google's forms, and the choices they have to create a clinical note is astounding.
Is it possible to apply these types of template choices throughout the entire note?
Dr Benjamin Schaffer commented
The ability to use check boxes, text boxes or radio button formatting the way it's done for intake forms would vastly improve chart templates for me and allow me to need much less free text. - thank you.
Jen Rives, LMFT commented
Yes!!! Drop downs make ALL the difference in the world. I'm so excited to hear this
Dr. Jacob B. Goldstein commented
Now this is some good news! Way to go P.F. It's been about two years, but looking forward to some upgraded template functionality.
I agree drop down menus on templates can improve the flow of documentation. Also if there could be a way to automatically add certain information to every single soap note: for example our insurance provider requires each progress note to have the client name, in/out time for appointment, diagnosis code, CPT code, and providers credentials. Some of this information doesn't change so it would be helpful to have it always appear on notes for that insurance company.
I would like to see a checklist similar to the work flow and within each workflow step you have the specifics; intake- documentation- billing. This will allow the all staff to understand what is going on with clients. Each checklist can be linked to the type of appointment. I used something similar to this when working in home healthcare, called Raintree.
I would love to see this feature! This would be an amazing time saver! Other EHR I have worked with have checklist for PMH, PSH, ROS, Physical Exam, and Plan. In the past I have maintained the checklist myself. This would increase produciviy tremendously!
Maren Rinker commented
It would be helpful to have checklists (with option to add free text to expound on or clarify each finding) for ROS, medical/surgical hx, social hx, family hx, and objective findings. I like Dr. Holloway's idea of having a large, comprehensive list that can be modified for each specialty and/or practitioner.