Exam Template Maintenance

This topic is under construction.

Use Exam Template Maintenance to maintain the 50 most common Exam Items that a Provider uses as well as 10 desired measurements.  Also included are the desired default setting for the findings.  A Provider or practice may have as many as desired and could 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 diagnoses and treatments maintained as the Standard Diagnosis and Treatment Template.  You should assign STD as the Template 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 Exam Template Maintenance, click More.

   

  1.  Click Setup from the EPM Desktop.

  2.  Click Complaints from the Setup menu.

   

  Complaints Template Maintenance Window Example:

  

   

• Creating a New Exam Template, click More.

   

  To create a new record choose one of these methods:

  • Enter the new KeyFieldCodeID and click Retrieve , or press [ENTER].
    Keyboard shortcut:  [ALT + t]

  • Or, enter the new KeyFieldCodeID and click File from the Menu Bar; next click New.
    Keyboard shortcut:  [ALT] [f] [n]

  Tip:  To indicate that you are building a new YourRecordName, New  displays near the KeyFieldCodeID.  Default entries display and the first field is highlighted to let you know you can begin entering information.

   

  YourTopicName Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  YourFieldName WithLink	TextTextText.  (up to 6 characters) (7.2 numeric) (mmddccyy - slashes and century optional) DeleteOne
  	To update the new or changed information, click Save or press [ENTER]. Keyboard shortcut:  [ALT + s]
  	CAUTION To avoid losing data, you must save new or changed records.
  	To view all of the existing YourRecordNames, click Search.  From the Search list you can select the record to change or delete. Keyboard shortcut: [ALT + r]
  	To display an existing YourRecordName, enter the KeyFieldCodeID and click Retrieve, or press [ENTER]. Keyboard shortcut: [ALT + t]
  YourFieldName WithLink	TextTextText.  (up to 6 characters) (7.2 numeric) (mmddccyy - slashes and century optional) DeleteOne

   

• Editing an Existing Exam 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 KeyFieldCodeID and click Retrieve , or press [ENTER].
  Keyboard shortcut:  [ALT + t]
  
  Tip:  If you do not know the KeyFieldCodeID, you can click Search  to see a list of YourRecordNames.

  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 Save , or press [ENTER].
  Keyboard shortcut:  [ALT + s]

   

• Deleting an Existing Exam Template, click More.

   

  1.  To display the record to be deleted, enter the KeyFieldCodeID and click Retrieve , or press [ENTER].
  Keyboard shortcut:  [ALT + t]
  Tip:  If you do not know the KeyFieldCodeID, you can click Search  to see a list of YourRecordNames.

  2.  Click File from the Menu Bar, and next click Delete.
  Keyboard shortcut:  [ALT] [f] [d]

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

  Example:

  

   

  Note: After you click Proceed, you will see the following message on the Status Bar.