Home Forums Discussions Feedback and Recommendations Past encounters as template for new note

Has anyone figured out how to use a past encounter as a template for a new note? When I try it keeps the HPI, PMH, Soc hx from the most recent encounter and replaces only the A/P with the info from the older past encounter. Guardian angels couldn't really help me.

Hi Bill,

To be honest, I have never found that feature to be all that helpful, so I don't use it much. Certainly, with the one you describe, keeping the CC, HPI, PMH, SH, etc. makes little sense given you now have a different CC/HPI for the A/P. So, if your current note were sore throat and A/P was Strep/Amox, then using your method would give sore throat again, but with treatment for conjunctivitis.

NOW, if you are going to use it, I would check the radio button for the lower option: Overwrite current CC, HPI, ROS. That essentially gives you the same note as what you ended up with in relation to the past encounter you choose with the exception of the meds and maybe vital signs.

This would not be a template, but I often will copy/paste from a prevous note and make additions as needed.

Duh,

That was obvious. Why didn't I think of that. LOL.

Thanks

A great many of us have no idea what we don't know about the entire 'windows' environment. Since you can't right click without bringing up the templates, I thought cut and paste was simply no longer an option. It was at the conference in Branson that I saw someone type "Control X" to cut and "Control C" to copy with "Control V" to paste. I was stunned, but I have been using it a ton ever since.

Don't forget:
"Ctrl-Tab" to tab within a window
"Shift-Tab" to go back to previous window

The one that blew me away, as I am surprised I didn't know it (not that I think I am a know-it-all) and has HIPAA relavence is:

Windows-L to lock the the screen.

I had other convoluted ways to do this but to be able to lock it in one key combo was a eye opener.

I still like right-clicking on the desktop, choosing New, then Shortcut. Copy and paste the script:

%windir%\system32\rundll32.exe user32.dll,LockWorkStation

into the Type the location of the item. Click, Next, then name your shortcut and click finish.

You can then click on that with your mouse to lock the desktop or change the properties by right clicking on the icon, choosing properties and then inserting a function key such as F7 into the Shortcut Key field. Click save, and you can lock your desktop wiht one keystroke. Doesn't sound like much of a savings, but I tend to have the chart and a pen in one hand and even trying to click the Windows Key and L can be difficult.

The above may sound difficult, but it actually takes about ten seconds once you get used to it.

Actually, I was using that (thanks to you, Bert) and it is still on my desktops, but I just type "control L" while my hands are still on the keyboard and the computer is locked. I never made a function key shortcut for it, or that would have been faster.

I know you meant Window Key + L. Just changing it so as not to confuse others. I am already too good at doing that.