Use the Template Editor function to create and maintain templates used in the e-note module. Click anywhere to continue
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1 Use the Template Editor function to create and maintain templates used in the e-note module. Click anywhere to continue Copyright 2012 Pulse Systems, Inc. Page 1 of 79
2 To begin working within the configuration module of the clinical dashboard you must first navigate to the administration area. To access the Administration tab, click the "Show/Hide Modules Panel" button to display the left pane menu. Copyright 2012 Pulse Systems, Inc. Page 2 of 79
3 At the bottom of the left pane menu, click on the "Administration" tab to display the Administration menu. Copyright 2012 Pulse Systems, Inc. Page 3 of 79
4 From the Administration menu, click on the e-note item under the EHR Settings area. Copyright 2012 Pulse Systems, Inc. Page 4 of 79
5 The e-note manager window opens. Click the Template Editor button. Copyright 2012 Pulse Systems, Inc. Page 5 of 79
6 The Template Editor opens consisting of a toolbar, editing area, and the data windows. Starting with the top toolbar we will review the available functions. Copyright 2012 Pulse Systems, Inc. Page 6 of 79
7 The file menu provides the normal word processor functions from saving to printing. Copyright 2012 Pulse Systems, Inc. Page 7 of 79
8 The edit menu provides the normal word processor functions from cutting, copying, and the undo. Copyright 2012 Pulse Systems, Inc. Page 8 of 79
9 The View menu allows you to set the display of toolbars and data windows as desired. Copyright 2012 Pulse Systems, Inc. Page 9 of 79
10 The insert menu allows you to insert images, pages, and quick phrases into the template. Copyright 2012 Pulse Systems, Inc. Page 10 of 79
11 The remove menu is used to remove data fields inserted into the template, the header and footer, or page number. Copyright 2012 Pulse Systems, Inc. Page 11 of 79
12 The format menu provides the normal word processor functions for formatting Paragraphs, Bullets, and tabs. Copyright 2012 Pulse Systems, Inc. Page 12 of 79
13 The tools menu contains the spell checking tools. Copyright 2012 Pulse Systems, Inc. Page 13 of 79
14 The Table menu provides the normal word processor functions for table processing. Copyright 2012 Pulse Systems, Inc. Page 14 of 79
15 The settings menu allows you to load, reset, and save the user preferences as discussed in the "Setup my User Preferences" lesson. Copyright 2012 Pulse Systems, Inc. Page 15 of 79
16 Back on the view menu, let's turn on the Headers and Footers option. Copyright 2012 Pulse Systems, Inc. Page 16 of 79
17 The header now appears at the top of the template and you could type or insert data fields as desired. Click the Switch button on the toolbar to switch to the footer field. Copyright 2012 Pulse Systems, Inc. Page 17 of 79
18 And the footer displays at the bottom of the document. To remove the header and footer fields, click the remove button on the toolbar. Copyright 2012 Pulse Systems, Inc. Page 18 of 79
19 Now, let's review the types of data that can be inserted into the template. Copyright 2012 Pulse Systems, Inc. Page 19 of 79
20 You may type regular titles or headings taking advantage of Font, Bolding, and Centering as desired. Copyright 2012 Pulse Systems, Inc. Page 20 of 79
21 You may insert merge data fields using the merge fields window on the right side of the screen. These merge fields will insert the data into the e-note for the selected patient and appointment. Double click on an item in the list. Copyright 2012 Pulse Systems, Inc. Page 21 of 79
22 And the Merge field is inserted. You may now Bold, Underline, or change the font of the merge field but do not change the syntax. Copyright 2012 Pulse Systems, Inc. Page 22 of 79
23 Additional merge fields for appointment, guarantor, insurance and Pharmacy are available in the list. Copyright 2012 Pulse Systems, Inc. Page 23 of 79
24 No audio Copyright 2012 Pulse Systems, Inc. Page 24 of 79
25 Next, let's insert a group header into the template by double clicking on a header in the group headers data window. Copyright 2012 Pulse Systems, Inc. Page 25 of 79
26 Once a group header is inserted, you may select from the yellow highlighted items in the data sources window. Copyright 2012 Pulse Systems, Inc. Page 26 of 79
27 Several data sources are available throughout the e-note group headers and are described here. Click anywhere to continue. Copyright 2012 Pulse Systems, Inc. Page 27 of 79
28 You may insert more than one data source for the provider to choose from if desired. Copyright 2012 Pulse Systems, Inc. Page 28 of 79
29 Now you may continue inserting additional group headers. Copyright 2012 Pulse Systems, Inc. Page 29 of 79
30 In addition to data sources, you may insert paragraphs that have been created and saved by you for this group header in the paragraphs data window. Copyright 2012 Pulse Systems, Inc. Page 30 of 79
31 To view or edit a saved paragraph, right click on the item. Copyright 2012 Pulse Systems, Inc. Page 31 of 79
32 You may edit or delete the paragraph and the group header assigned to this paragraph also displays. Copyright 2012 Pulse Systems, Inc. Page 32 of 79
33 The edit paragraph window opens and displayed is a paragraph that contains a table with headings and form fields. Copyright 2012 Pulse Systems, Inc. Page 33 of 79
34 Let's review another type of paragraph Copyright 2012 Pulse Systems, Inc. Page 34 of 79
35 No audio Copyright 2012 Pulse Systems, Inc. Page 35 of 79
36 This paragraph contains regular typed verbiage. Copyright 2012 Pulse Systems, Inc. Page 36 of 79
37 Now, let's demonstrate how to create a paragraph Copyright 2012 Pulse Systems, Inc. Page 37 of 79
38 Here we've typed some sample verbiage for our paragraph and we will insert a merge field by double clicking on the item in the merge fields data window. Copyright 2012 Pulse Systems, Inc. Page 38 of 79
39 Next, we'll insert a form field. Copyright 2012 Pulse Systems, Inc. Page 39 of 79
40 Several form field types exist in the form fields data window under the New and General sections. Any form fields that you have saved will appear below under the user name or all users. Let's create a new combo box form field by double clicking on the item under the new section. Copyright 2012 Pulse Systems, Inc. Page 40 of 79
41 The new combo box window opens and we'll type a description in the tool name. Copyright 2012 Pulse Systems, Inc. Page 41 of 79
42 Next, click the plus button to add the first item. Copyright 2012 Pulse Systems, Inc. Page 42 of 79
43 Type the first item and click the save button. Copyright 2012 Pulse Systems, Inc. Page 43 of 79
44 Now, add a second item in the same manner. Copyright 2012 Pulse Systems, Inc. Page 44 of 79
45 No audio Copyright 2012 Pulse Systems, Inc. Page 45 of 79
46 Now that we have some items in the list we could update the items by using the edit or remove buttons. Copyright 2012 Pulse Systems, Inc. Page 46 of 79
47 Or we could change the order by using the move up or down buttons. Copyright 2012 Pulse Systems, Inc. Page 47 of 79
48 Clicking the default button will set the highlighted item as the default value. Copyright 2012 Pulse Systems, Inc. Page 48 of 79
49 And the selected default value displays below the tool name and may be cleared by clicking the clear default button. Copyright 2012 Pulse Systems, Inc. Page 49 of 79
50 Finally, before saving this new combo box, check or uncheck the all users field depending if you want this combo box to display under your user id in the list or the all user area. Copyright 2012 Pulse Systems, Inc. Page 50 of 79
51 When finished, click the save button. Copyright 2012 Pulse Systems, Inc. Page 51 of 79
52 The new combo box now displays under your login id and you may double click on the item to insert it into the template. Copyright 2012 Pulse Systems, Inc. Page 52 of 79
53 No audio Copyright 2012 Pulse Systems, Inc. Page 53 of 79
54 Displayed are the types of form fields available for insertion into the e-note template. Click anywhere to continue. Copyright 2012 Pulse Systems, Inc. Page 54 of 79
55 To edit a saved form field, right click on the item in the list. Copyright 2012 Pulse Systems, Inc. Page 55 of 79
56 And edit or delete the form field. Copyright 2012 Pulse Systems, Inc. Page 56 of 79
57 You may update the field and then click the save button. Copyright 2012 Pulse Systems, Inc. Page 57 of 79
58 Now, to save this paragraph, highlight the desired portion of the paragraph and right click. Copyright 2012 Pulse Systems, Inc. Page 58 of 79
59 No audio Copyright 2012 Pulse Systems, Inc. Page 59 of 79
60 Click Add Paragraph Data. Copyright 2012 Pulse Systems, Inc. Page 60 of 79
61 Type a name for this paragraph. Copyright 2012 Pulse Systems, Inc. Page 61 of 79
62 Click the down arrow on the group field. Copyright 2012 Pulse Systems, Inc. Page 62 of 79
63 And click on a group header to store this paragraph under. Please note this paragraph will only be available for selection under this group header. Copyright 2012 Pulse Systems, Inc. Page 63 of 79
64 Click the save button. Copyright 2012 Pulse Systems, Inc. Page 64 of 79
65 The new paragraph displays in the Paragraph data window and you could edit the paragraph by right clicking on it as demonstrated earlier. Copyright 2012 Pulse Systems, Inc. Page 65 of 79
66 When finished with the template, Click the save button on the toolbar. Copyright 2012 Pulse Systems, Inc. Page 66 of 79
67 Type a name for the new template. Copyright 2012 Pulse Systems, Inc. Page 67 of 79
68 Click the down arrow on the Encounter type field. Copyright 2012 Pulse Systems, Inc. Page 68 of 79
69 And select an item from the list of Encounter types configured in the e-note Settings administration. Copyright 2012 Pulse Systems, Inc. Page 69 of 79
70 Click the down arrow on the Transcript Type field. Copyright 2012 Pulse Systems, Inc. Page 70 of 79
71 And select an item from the list of Clinic Note types configured in the transcription module. Copyright 2012 Pulse Systems, Inc. Page 71 of 79
72 Click the save button. Copyright 2012 Pulse Systems, Inc. Page 72 of 79
73 And the template is saved. Copyright 2012 Pulse Systems, Inc. Page 73 of 79
74 Click the New button on the toolbar to start a new template or click the open button on the toolbar to open an existing template. Copyright 2012 Pulse Systems, Inc. Page 74 of 79
75 Double click on a template in the list. Copyright 2012 Pulse Systems, Inc. Page 75 of 79
76 And you may edit the existing template. Copyright 2012 Pulse Systems, Inc. Page 76 of 79
77 When finished, click the Exit button on the toolbar. Copyright 2012 Pulse Systems, Inc. Page 77 of 79
78 Click the exit button to return to the clinical dashboard. Copyright 2012 Pulse Systems, Inc. Page 78 of 79
79 You are now familiar with the e-note Template Editor. Copyright 2012 Pulse Systems, Inc. Page 79 of 79
Document Generator (EHR)
Pulse Complete EHR Document Generator (EHR) www.pulseinc.com About This Reference Guide Functionality described within the document is intended for 4.1.10 or newer versions of the Pulse Complete EHR software.
Copyright 2012 Pulse Systems, Inc. Page 1 of 52
Use the My Appointment List function to create and edit the appointment lists available from the User Dashboard, Patient Dashboard, and PulseMobile PDA Device. Click anywhere to continue Copyright 2012
Copyright 2012 Pulse Systems, Inc. Page 1 of 37
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