Templates

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.

---

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.

---

Creating and Editing Templates

To create or modify a template:

1. 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.

---

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.

---

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.