Complaint Template Maintenance

Use Common Complaints Template Maintenance to maintain complaint templates that consist of a list of the most common complaints associated with that particular type of encounter for a patient visit.  Complaints can include physical symptoms, such as, blurred vision, red eyes, and floating dots.  A complaint template allows you to quickly enter patient encounter information during the Patient Eye Health Intake Window.  You can maintain a single complaint template or as many complaint templates as desired including templates that can be used for condition-specific situations such as, diabetes or glaucoma.

Notes:   

• NDS recommends that your practice establish a standard list for the most common complaints maintained as the Standard complaint template.  You should assign STD as the Complaint ID and assign Standard as the template name.

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

Directions:

To see directions for...

• Opening Complaint Template, click More.

   

  1.  Click Setup from the EPM Desktop.

  2.  Click Complaints from the Setup menu.

   

  Complaints Template Maintenance Window Example:

  

   

• Creating a New Complaint Template, click More.

   

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

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

  Complaints 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 complaint template.
  Save	CAUTION All entries are automatically saved without further actions.
  	To view all of the existing Complaint templates, click List.  From the list you can select the record to change or delete.
  Template Name	Enter the complaint template name.
  Common Complaints	To build a template list of common complaints: Enter the first common complaint to be included in the template followed by a comma and a space (, ). Press [TAB] to the next line, then enter the next complaint in the list.  Continue in this fashion until the list is complete. Note: Each line item in the list must end with a comma and a space (, ).
  	To return to the Setup menu, click Back To Setup.
  	To return to the Providers menu, click Back To Providers.

   

• Editing an Existing Complaint Template, click More.

   

  CAUTION:  All entries are automatically saved without further action.

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

  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 Complaint Template, click More.

   

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

  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.