Common Observations Template Maintenance

Use Common Observations Template Maintenance to maintain the forty most common observations that a provider makes during an examination.  You can maintain a single Observations template or as many observations templates as desired including templates that can be used for condition-specific situations such as, diabetes or glaucoma.

Notes:

• NDS recommends that your practice establishes a standard list for the most common observations.  You should assign STD as the Template ID and assign Standard as the the template name.

• For more information about working with data in fields, see the Data Entry Guidelines.

Directions:

To see directions for...

• Opening Common Observations Templates Setup, click More.

   

  1.  Click Setup from the Desktop.

  2.  Click Complaints from the Setup menu.

   

  Observations Template Maintenance Window Example:

  

   

• Creating a New Common Observations Template, click More.

   

  To create a new record, click New  from the Toolbar.

  Tip:  To indicate that you are building a new observation template, the window clears, the cursor stops at Template ID to begin entry.

  Common Observation Template Maintenance Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Template ID	Enter the unique identifier for the observation template.
  Save	CAUTION All entries are automatically saved without further actions.
  	To view all of the existing common observation templates, click List.  From the list you can select the record to change or delete.
  Template Name	Enter the name for the observation template.
  Common Observations	To build a template list of common observations: Enter the first common observation to be included in the template followed by a comma and a space (, ). Press [TAB] to the next line, then enter the next observation in the list.  Continue in this fashion until the list is complete.
  	To return to the Setup menu, click Back To Setup.
  	To return to the Providers menu, click Back To Providers.

   

• Editing an Existing Common Observations Template, click More.

   

  CAUTION:  To avoid losing data, you must save new or changed records.

  1.  To display the record to be changed, enter the Template ID and press [TAB].
  Tip:  If you do not know the Template ID, you can click List  to see a list of templates.

  2.  To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.

  3.  Enter the data changes.

  4.  To complete the edit process, click in any white space in the window.

   

• Deleting an Existing Common Observations Template, click More.

   

  1.  To display the record to be deleted, enter the Observation ID and press [TAB].
  Tip:  If you do not know the Observation ID, you can click List  to see a list of Observations.

  2.  Click Delete from the Toolbar.

  3.  At the Delete Records prompt, click Delete to delete the record, or click Cancel to escape from the delete routine.

  Example:

  

   

  Note: After you click Delete, the record is deleted.