Templates - Revision history

Admin: /* Using Placeholders */

2025-06-20T20:28:26Z

Using Placeholders

← Older revision		Revision as of 16:28, 20 June 2025
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	=== Using Placeholders ===		=== Using Placeholders ===
	Templates support dynamic field tags for personalization:		Templates support dynamic field tags for personalization:
	* `{{Name}}` – Inserts patient name		* `{Name}` – Inserts patient name
	* `{{Date}}` – Appointment date		* `{Date}` – Appointment date
	* `{{Time}}` – Appointment time		* `{Time}` – Appointment time
	* `{{Email}}` – Patient’s email		* `{Email}` – Patient’s email
	* `{{PortalLink}}` – Direct link to the patient portal		* `{PortalLink}` – Direct link to the patient portal

	{{Tip\|You can include hyperlinks to external websites, documents, or telemedicine call links to enhance patient communication.}}		{{Tip\|You can include hyperlinks to external websites, documents, or telemedicine call links to enhance patient communication.}}

Admin at 20:27, 20 June 2025

2025-06-20T20:27:18Z

← Older revision		Revision as of 16:27, 20 June 2025
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	~~In VEHRDICT, templates can be used when creating clinical documents, encounter notes, emails, and SMS text messages. Creating and managing document templates~~ in VEHRDICT ~~is a straightforward process. Here's a detailed guide on how to make the most of this feature:~~		= Using Templates in VEHRDICT =



			In '''VEHRDICT''', templates can be used for creating clinical documents, encounter notes, emails, and SMS text messages. This powerful feature enhances consistency, saves time, and reduces manual data entry during patient interactions and administrative tasks.

	[[File:templates_white_bg.mp4\|800px]]		[[File:templates_white_bg.mp4\|800px]]

			---

			== Accessing Templates in an Encounter Note ==

			Templates allow you to quickly insert structured content when documenting patient encounters.

	==~~Accessing Templates in an Encounter Note~~==		=== Selecting a Template ===
			* When creating an encounter note, select a template from the drop-down list.
			* The note will auto-populate with the predefined sections and structure of that template.

			{{Tip\|Use condition-specific templates (e.g., "Diabetes Follow-Up", "Annual Physical") to save time and standardize your documentation.}}

			=== Dictating Text ===
			* Click the '''microphone icon''' to dictate text into the note.
			* VEHRDICT’s speech-to-text functionality will transcribe your voice in real time.

	~~===Selecting a Template===~~		[[File:Encounter_note_nx.jpg\|800px]]

	~~When creating encounter notes, simply select the appropriate template from the drop~~-~~down list. This will automatically populate the encounter note with the predefined structure and fields of the selected template.~~		---

			== Creating and Editing Templates ==

	~~===Dictating Text===~~		To create or modify a template:

	~~To save time, use the microphone icon~~ to ~~dictate text directly into the document once~~ the ~~template has been selected. This feature converts your spoken words into written text, allowing you to quickly~~ and ~~efficiently complete the encounter notes without manual typing~~.		# Navigate to the main menu and click '''Account > Templates'''.

			[[File:Templates_nx.jpg\|800px]]

			=== Creating a New Template ===
			* Click the '''Add Item''' button.
			* Fill in the required fields:
			- Template Name
			- Document Type (e.g., Encounter Note, Email, SMS)
			- Sections such as Patient History, Exam Findings, Diagnosis, Plan, etc.

	~~[[File:Encounter_note_nx~~.~~jpg\|800px]]~~		=== Customizing the Template ===
			* Add structured headings, free-text sections, or placeholders.
			* Templates can include dropdowns, checkboxes, or AI-assist fields.

	==~~Creating and Editing Templates~~==		=== Saving the Template ===
			* Click '''Save''' once you're done.
			* The new template will now appear in the dropdown menu for future selection during documentation.

	~~Navigate to the menu and select~~ "~~Account \| Templates~~"~~. This section allows you to create, edit,~~ and ~~manage your document templates~~.		{{Warning\|Avoid using general labels like "Template 1"—use descriptive names for faster selection and better organization.}}

	~~===Creating a New Template===~~		---

	~~Click on the Add Item button to create a template. You will be prompted to enter the necessary details such as the template name, type of document,~~ and ~~any specific sections you want to include (e.g., patient history, examination findings, diagnosis, treatment plan).~~		== Templates for Emails and SMS Text Messages ==

	~~===Customizing the Template===~~		Templates are also available for automated communication with patients.

	~~Customize the template according to your needs. You can add predefined fields and free~~-text ~~areas. This ensures that all essential information is systematically captured during patient encounters.~~		=== Appointment Reminders ===
			* Create reusable templates for:
			- Appointment reminders
			- Birthday greetings
			- Portal registration instructions
			* Choose between:
			- HTML format (for emails)
			- Plain text format (for SMS)

	~~===Saving the Template===~~		[[File:appointment_temp_nx.jpg\|800px]]

	~~Once you have completed customizing the template, save it for future use. The template will now be available in the drop-down list for selection during patient visits.~~



	[[File:~~Templates_nx~~.jpg\|800px]]

	==Templates for ~~Emails and SMS Text Messages==~~		=== Using Placeholders ===
			Templates support dynamic field tags for personalization:
			* `{{Name}}` – Inserts patient name
			* `{{Date}}` – Appointment date
			* `{{Time}}` – Appointment time
			* `{{Email}}` – Patient’s email
			* `{{PortalLink}}` – Direct link to the patient portal

			{{Tip\|You can include hyperlinks to external websites, documents, or telemedicine call links to enhance patient communication.}}

			---

	==~~=Appointment Reminders=~~==		== Summary ==

	~~You can create templates for custom appointment reminders, birthday greetings~~ and ~~patient notifications. These can be created for HTML emails or plain text SMS messages. Placeholders for fields like name, appointment date~~ and email ~~can be inserted. Links to the patient portal or your website can also be included.~~		By using VEHRDICT’s template system:
			* Providers streamline documentation and reduce typing time
			* Communication with patients becomes consistent and professional
			* Admin staff gain efficiency through reusable email and SMS templates

	~~[[File:appointment_temp_nx~~.~~jpg\|800px]]~~		Whether documenting an exam or sending out reminders, templates help maintain quality and consistency throughout the patient care experience.

Admin at 19:48, 15 October 2024

2024-10-15T19:48:39Z

← Older revision		Revision as of 15:48, 15 October 2024
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	You can create templates for custom appointment reminders, birthday greetings and patient notifications. These can be created for HTML emails or plain text SMS messages. Placeholders for fields like name, appointment date and email can be inserted. Links to the patient portal or your website can also be included.		You can create templates for custom appointment reminders, birthday greetings and patient notifications. These can be created for HTML emails or plain text SMS messages. Placeholders for fields like name, appointment date and email can be inserted. Links to the patient portal or your website can also be included.

			[[File:appointment_temp_nx.jpg\|800px]]

Admin: /* Appointment Reminders */

2024-10-15T19:48:07Z

Appointment Reminders

← Older revision		Revision as of 15:48, 15 October 2024
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	You can create templates for custom appointment reminders, birthday greetings and patient notifications. These can be created for HTML emails or plain text SMS messages. Placeholders for fields like name, appointment date and email can be inserted. Links to the patient portal or your website can also be included.		You can create templates for custom appointment reminders, birthday greetings and patient notifications. These can be created for HTML emails or plain text SMS messages. Placeholders for fields like name, appointment date and email can be inserted. Links to the patient portal or your website can also be included.


	~~[[File:Appointment_reminder.jpg\|800px]]~~

Admin: /* Saving the Template */

2024-10-15T19:46:08Z

Saving the Template

← Older revision		Revision as of 15:46, 15 October 2024
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	[[File:~~Templates~~.jpg\|800px]]		[[File:Templates_nx.jpg\|800px]]





	==Templates for Emails and SMS Text Messages==		==Templates for Emails and SMS Text Messages==

Admin: /* Dictating Text */

2024-10-15T19:45:31Z

Dictating Text

← Older revision		Revision as of 15:45, 15 October 2024
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	[[File:~~Encounter_note~~.jpg\|800px]]		[[File:Encounter_note_nx.jpg\|800px]]



	==Creating and Editing Templates==		==Creating and Editing Templates==

Admin at 00:42, 19 June 2024

2024-06-19T00:42:30Z

← Older revision		Revision as of 20:42, 18 June 2024
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	In VEHRDICT, templates can be used when creating clinical documents, encounter notes, emails, and SMS text messages. Creating and managing document templates in VEHRDICT is a straightforward process. Here's a detailed guide on how to make the most of this feature:		In VEHRDICT, templates can be used when creating clinical documents, encounter notes, emails, and SMS text messages. Creating and managing document templates in VEHRDICT is a straightforward process. Here's a detailed guide on how to make the most of this feature:



	~~[[File:templates_video.mp4\|800px]]~~

Admin at 00:40, 19 June 2024

2024-06-19T00:40:46Z

← Older revision		Revision as of 20:40, 18 June 2024
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	[[File:templates_video.mp4\|800px]]		[[File:templates_video.mp4\|800px]]




			[[File:templates_white_bg.mp4\|800px]]

Admin at 21:16, 14 May 2024

2024-05-14T21:16:40Z

← Older revision		Revision as of 17:16, 14 May 2024
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	In VEHRDICT, templates can be used when creating clinical documents, encounter notes, emails, and SMS text messages. Creating and managing document templates in VEHRDICT is a straightforward process. Here's a detailed guide on how to make the most of this feature:		In VEHRDICT, templates can be used when creating clinical documents, encounter notes, emails, and SMS text messages. Creating and managing document templates in VEHRDICT is a straightforward process. Here's a detailed guide on how to make the most of this feature:



			[[File:templates_video.mp4\|800px]]

Admin at 18:03, 14 May 2024

2024-05-14T18:03:11Z

← Older revision		Revision as of 14:03, 14 May 2024
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	===Appointment Reminders===		===Appointment Reminders===

	You can create templates for custom appointment reminders, birthday ~~greeting~~ and patient notifications. These can be created for HTML emails or plain text SMS messages. Placeholders for fields like name, appointment date and email can be inserted. Links to the patient portal or your website can also be included.		You can create templates for custom appointment reminders, birthday greetings and patient notifications. These can be created for HTML emails or plain text SMS messages. Placeholders for fields like name, appointment date and email can be inserted. Links to the patient portal or your website can also be included.


	[[File:Appointment_reminder.jpg\|800px]]		[[File:Appointment_reminder.jpg\|800px]]