The Exam Template feature in the patient eChart allows providers to quickly and efficiently apply commonly used measurements to an exam. Templates can include partial or complete exam findings and can be reused for any patient.
Exam Templates can be created from any patient’s eChart and then applied universally.
Creating an Exam Template
Open a patient’s eChart.
Click the “+” icon beside Exam Template.
Enter a Template Name.
(Optional) Select an Exam Template Provider to restrict the template to a specific provider.
Leave this blank to make the template available to all providers.
Begin entering the desired measurements.
Using the Normal and Clear Links
Each measurement section includes two helpful quick-action hyperlinks:
Normal
Automatically inserts the word “Normal” into all fields within that section.
Clear
Removes all entries in the section, allowing you to easily correct any mistakes.
Saving the Template
When all measurements have been entered:
Click Save at the top of the Exam Template window.
Your template is now saved and available for use.
Applying an Exam Template
Open any patient’s Exam Template module.
Select the desired template and click to apply it.
A confirmation pop-up will appear asking you to verify that you wish to apply the template to the current patient.
After confirming, the measurements section will expand and display all applied entries.
Saving Measurements
Once the template values are applied:
Click Save Measurements at the top of the encounter section,
orScroll to the bottom of the measurements list and click Save there.
Creating Multiple Templates
You may create multiple Exam Templates tailored to:
Different exam types
Provider-specific workflows
Normal vs. abnormal findings
Specialty-specific requirements
Using Exam Templates helps streamline documentation and ensures consistency across patient encounters.