Revision as of 16:27, 20 June 2025

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.

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Accessing Templates in an Encounter Note

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

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.

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Creating and Editing Templates

To create or modify a template:

Navigate to the main menu and click Account > Templates.

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.

Customizing the Template

Add structured headings, free-text sections, or placeholders.
Templates can include dropdowns, checkboxes, or AI-assist fields.

Saving the Template

Click Save once you're done.
The new template will now appear in the dropdown menu for future selection during documentation.

Warning: Avoid using general labels like "Template 1"—use descriptive names for faster selection and better organization.

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Templates for Emails and SMS Text Messages

Templates are also available for automated communication with patients.

Appointment Reminders

Create reusable templates for:

 - Appointment reminders
 - Birthday greetings
 - Portal registration instructions

Choose between:

 - HTML format (for emails)
 - Plain text format (for SMS)

Using Placeholders

Templates support dynamic field tags for personalization:

`Template:Name` – Inserts patient name
`Template:Date` – Appointment date
`Template:Time` – Appointment time
`Template:Email` – Patient’s email
`Template:PortalLink` – Direct link to the patient portal

Tip: You can include hyperlinks to external websites, documents, or telemedicine call links to enhance patient communication.

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Summary

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

Whether documenting an exam or sending out reminders, templates help maintain quality and consistency throughout the patient care experience.

@@ Line 1: / Line 1: @@
-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]]
+---
+== 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.