INSERTABLE ITEMS

Creating New Entries:

To create your own entries, click on the Open file folder on the navigation bar

Find and enter or click on “Insertable Letters, Paragraphs, Expressions, etc.” This will open the setup window for your templates and phrases. After the setup window opens, click on the Plus Sign on the navigation bar (+) to start a new record.

Create a New Template

Fill in the name for this item (this is the information you see in the list under DESCRIPTION. Keep this description as complete as you have room to accommodate. This is how you will find and select this template in the narratives area.

Fill in the CODE for this entry (for reports or letters start the code with LETTER, for lists start the code with NAR_POPUP) this will help to keep things consistant.

Example: LETTER_NAR_PROGWC

NAR_POPUP_PAI9980

The TYPE for this template will be Document/Form Letter.

The DESCRIPT area may be used to add general explanation or notes for your staff to have fuller understanding of this form and when it should be used.

IN WHAT NOTE TYPES IS THE INSERTABLE ELEMENT USED: In this area you will see all of the NOTES TYPES that have been setup either by EON or by your office. Hold down the CTRL key and click on each note type in which this template will be available.

Example: Attorney Note

Collection Note

General Note

Insurance Note

Medical Notes

Narrative Mix and Match Composition

Narrative Letters

Patient/Photo Identification

S.O.A.P. Notes

A full report or letter template would not be part of the Attorney, Collection, General, Insurance, Medical, or SOAP Notes. It also is a complete template and therefore would not be part of the Narrative Mix and Match style either, nor is it Photo identification, so for a full template you would only click on NARRATIVE LETTERS.

When setting up your letters or report templates, you may either type in the merge fields yourself or use the [Insert an Element]. If you choose to type in the merge fields yourself, be sure to place all merge fields into brackets and be sure that they are all capital letters or exactly as they appear in the lists. (i.e. [PATFIRSTNAME]).

Create a New Paragraph Selection

To create a new paragraph selection, such as Degree of Pain, Click on the “+” sign to add a new entry.

Fill in the name for this item (this is the information you see in the list under DESCRIPTION. Keep this description as complete as you have room to accommodate. This is how you will find and select this template in the narrative area.

Fill in the CODE for this entry (for reports or letters start the code with LETTER, for lists start the code with NAR_POPUP) this will help to keep things consistant.

Example: LETTER_NAR_PROGWC

NAR_POPUP_PAI9980

hit enter and start typing; (i.e. if you wish to insert another selection between <Mild Pain Bilaterally> and <Mild Pain on the Right> you would arrow to the first character (<) of the line <Mild Pain on the Right> and hit enter to start a new line. Now arrow up to that blank line and you are ready to insert your selection.

Create the Description:

The item description will need to be typed within the “<” and “>” characters. Anything within these characters is what will be displayed when you are selecting items in the narrative process. When you have entered this description, hit enter to go to the next line. You are now ready to setup the sentence or paragraph you wish to have printed in your narrative when this description has been selected.

Example: <Mild Pain on the Left>

To “nest” or use data fields or other choices you would start your entry then click on [Insert an Element] to select the entry.

Example: <M Pain>

Mild Pain [PAINSIDE]

Add the Entry:

Type in the sentence or paragraph that you wish to have printed in your narrative. You may also include merge words and other inserts that have already been created.

The TYPE for this template will be User chooses from List of Categories.

The DESCRIPT area may be used to add general explanation or notes for your staff to have fuller understanding of this form and when it should be used.

IN WHAT NOTE TYPES IS THE INSERTABLE ELEMENT USED: In this area you will see all of the NOTES TYPES that have been setup either by EON or by your office. Hold down the CTRL key and click on each note type in which this template will be available.

Example: Attorney Note

Collection Note

General Note

Insurance Note

Medical Notes

Narrative Mix and Match Composition

Narrative Letters

Patient/Photo Identification

S.O.A.P. Notes

A paragraph selection would probably not be part of the Attorney, Collection, General, Insurance, or Medical Notes. Nor is it Photo identification. It could be part of the Narrative Mix and Match style and would likely be used in the SOAP Notes, so for a paragraph selection you would hold down the CTRL key and click on NARRATIVE MIX AND MATCH COMPOSITION and S.O.A.P. Notes.

Create a Prompt

A “Prompt” is an insert that will be used to have the computer ask you a question at the appropriate place when building a narrative.

To add a new Prompt to the system, click on the “+” on the tool bar.

Fill in the name for this item (this is the information you see in the list under DESCRIPTION. Keep this description as complete as you have room to accommodate. This is how you will find and select this item when building the narrative templates.

Fill in the CODE for this entry. This is the insert that will be seen when you are creating the templates. Be sure that this is in capital letters.

Example: OBJECTIVE

The TYPE for this template will be Prompt User for Input of Value/Paragraph

The DESCRIPT area is where we will type in the question that we want TPS2000 to ask us when this insert is used.

Example: Type in the Objective Findings for this Exam.

IN WHAT NOTE TYPES IS THE INSERTABLE ELEMENT USED: In this area you will see all of the NOTES TYPES that have been setup either by EON or by your office. Hold down the CTRL key and click on each note type in which this template will be available.

Example: Attorney Note

Collection Note

General Note

Insurance Note

Medical Notes

Narrative Mix and Match Composition

Narrative Letters

Patient/Photo Identification

S.O.A.P. Notes

A prompt will not have any of these items selected as it will never “stand alone” in any of these instances.