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Set up Template Section

Who does this: hospital administrator or medical superintendent Where: Doctor Work Bench › Masters › Template Section

A template section is one block of a doctor's note, for example Past History, Physical Examination or Final Diagnosis. Each section decides how the doctor fills it in — with questions and answers, or as free text — and where it sits in the SOAP note (Subjective, Objective, Assessment or Plan). You combine sections into a note in SOAP Note Template. Many sections are already in place.

The Template Section list with codes, names, section types and SOAP types

Add a section​

  1. Go to Doctor Work Bench › Masters › Template Section.

  2. Click Add. The section form opens. The empty template section form

  3. Pick the Section/Block Type — how the doctor fills the section in. The Section/Block Type list open

  4. Fill in the fields:

    FieldWhat to enterRequired
    CodeFilled in automatically when you save.—
    StatusLeave on Active.—
    Section/Block NameThe heading of the section, for example Past History. Up to 50 characters.Yes
    Section/Block TypeQuestion and Answers for a section made of questions; Free Text Entry (Single Line, Small, Medium or Large) for a typing box of that size; or one of the System Designed types for a ready-made block.Yes
    Section/Block Type ContainerFor the System Designed types only: the ready-made block to use.For System Designed types
    SOAP Type or ROSWhere the section belongs: Subjective, Objective, Assessment, Plan, or a body system for a review of systems (for example Cardiovascular).Yes
    CarryForward Previous SoapNoteTick to fill the section from the patient's previous note.No
    Enable Historical Data viewTick to let the doctor see earlier entries for this section.No
    Display Sequence (1-500)The section's position in the note. Lower numbers come first.Yes
    System DefinedTick for a built-in section.No

  5. Click Save. You return to the list and the new section appears in it.

For a Question and Answers section, add its questions in SOAP Notes Questionnaires.

Change or deactivate a section​

  1. In the list, click the ⋮ button at the end of the row and choose Edit. The row menu with the Edit option
  2. Change the fields you need. To stop offering the section, switch Status to Inactive.
  3. Click Save.

Sections cannot be deleted from this screen. Make a section Inactive instead.

Good to know​

  • Display Sequence takes whole numbers from 1 to 500.
  • Use the filter and sort icons in the column headers to find a section quickly.
  • Click Back to List or Cancel to leave the form without saving.
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