1 CPRS TEMPLATING Part 1 Tom Saunders. 2 Objectives Review of TIU Template File How it works Review of Commonly asked questions on Functionality in v14.

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CPRS TEMPLATING

Part 1

Tom Saunders

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Objectives

Review of TIU Template File How it works

Review of Commonly asked questions on Functionality in v14

To re-enforce a good foundation of functionality of v14 to help with implementation of v15 when released.

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Who Can Edit ‘Shared Templates’

Not controlled by Business Rules

It is controlled by the .07 field (Editor Class) of File 8927 (TIU TEMPLATE)

Can be changed, this is NOT a multiple

Only applicable for the IEN #1 Shared Templates

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Edit Options

My Templates Shared Templates

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Edit Option (cont)

Defaults for My Templates Edit Template Create New Template

Defaults for Shared Templates Edit Shared Templates Create Shared Templates

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File Structure ofTIU TEMPLATE (8927)

H is to ry & P h ys ica lD ischa rg e P lan n ingC o n su lt R eq u e stP a tien t D a ta O b je c ts

S h a red T e m p la te s IE N (# 1)

H is to ry & P h ys ica l (# 2 )D isch arg e P la n n ing (# 3)N u rs in g A ssessm e ntP a tien t D a ta O b je c ts

T IU T E M P L A T E SF ile 8 9 27

This was the basic configuration of the TUI TEMPLATE file, when GUI v12 converted Boilerplated Text to TEMPLATES

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H is to ry & P h ys ica lD ischa rg e P lan n ingC o n su lt R eq u e stP a tien t D a ta O b je c ts


H is to ry & P h ys ica l (# 2 )D isch arg e P la n n ing (# 3)N u rs in g A ssessm e ntP a tien t D a ta O b je c ts



The Editor Class field, allows the holder of that class to work the inactive Templates

These two have been activated

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P o in te r H is to ry & P h ys ica lD ischa rg e P lan n ingC o n su lt R eq u e stP o in te r to P a tie n t D a ta O b je c ts


H is to ry & P h ys ica l (# 2 )D isch a rge P lan n ing #3N u rs in g A ssessm e ntP a tien t D a ta O b je c ts


As templates are activated, they become items of the Shared Template that point down to the original file entries.

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P o in te r to H is to ry & P h ys ica lP o in te r to D isch arg e P la nn ingP o in te r to C on su lt R e qu e stP o in te r to P a tien t D a ta O b je c ts

S h a re d Te m p la tes IE N #1

H is to ry & P h ys ica l #2D isch a rge P lan n ing #3C o n su lt R eq u e stP a tien t D a ta O b je c ts


Items that are under Shared Templates are Pointers to the Actual entries in the File.

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Edit Options

My Templates Shared Templates

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Edit Templates

My Templates

Nothing is defined for you

Edit Shared Template is not

checked.

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Create New TemplateNew Template button clicked for you

Template type is already defined for you.

Template is active

Template place holder is added to ‘My Templates’

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Edit Shared Templates

Comes in with Shared Template Highlighted

Boxes checked for ‘Hide Inactive’

‘Edit Shared Template’ box is checked

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Create New Shared Template

New Template button clicked for you

Template type defined and Active

Check boxes checked for you

Template place holder is added under ‘Shared Templates

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On the Fly creation of a Template in ‘My Templates’

Users can highlight any text in any note that they can view and do a right click

User can select the option ‘Copy into New Template’

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On the Fly creation of a Template in ‘My Templates’

Using this option, the user is immediately taken into Template Editor for ‘My Templates’

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Summary of Edit Options

When working with the Pull-down options – all four will allow the user editing, to do all functions. They are simply saving one or two clicks of

the mouse.

End users have access to My Templates on the fly.

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Relationships between Shared Templates & My Templates

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Shared Templates My Templates

The Template ‘History & Physical’ was copied over to ‘My Templates’

The copied Template is now an item under My Templates, which is a pointer back to Shared Templates

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P o in te r to H is to ry & P h ys ica lP o in te r to D isch a rge P lan n ingP o in te r to C o nsu lt R e qu e stP o in te r to P a tie n t D a ta O b je c ts



P o in te r to H is to ry & P h ys ica l

M y T e m p la tes


As a user copies a Shared Template, they are adding a Pointer to their ‘My Template’ folder.

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Changes that are made to a template under Shared Templates, will be seen under ‘My Templates’, remember the pointer relation.

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Changes to Shared Templates seen in My Templates





M y T e m p la tes






M y T e m p la tes


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Icon Legend

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Once the user edits this Shared Template within ‘My Templates’ the Pointer Relationship is broken.

Added text, changes the icon

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My Templates

The icon for the Title has changed ---- Flipped corner

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My Templates




H is to ry & P h ys ica lT h is te m p la te is N O LO N G E R

p o in tin g to th e S ha red Te m pla te

M y T e m p la tes


Changes made are not updated

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The same process will be seen with Folders, Dialogs and Group Template

The Joy Dialog was copied over to ‘My Template’

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P o in te r to H is to ry & P h ys ica lP o in te r to D isch a rge P lan n ingP o in te r to C o nsu lt R e qu e stP o in te r to P a tie n t D a ta O b je c tsP o in er to Jo y D ia log


H is to ry & P h ys ica l #2D isch a rge P lan n ing #3C o n su lt R eq u e stP a tien t D a ta O b je c tsP o in te r to H is to ry & P h ys ica lJo y D ia log

P o in te r to H is to ry & P h ys ica lP o in te r to Jo y D ia log

M y T e m p la tes


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Changes on Shared Templates will be reflected immediately on ‘My Templates’

The Icon on Joy Dialog is a Dialog Icon

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This Dialog Template was changed to a Group Template

The Icon has changed to the Group Template Icon on ‘My Templates’

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Shared Dialog My Templates



H is to ry & P h ys ica l #2D isch a rge P lan n ing #3C o n su lt R eq u e stP a tien t D a ta O b je c tsP o in te r to H is to ry & P h ys ica lJo y D ia log


M y T e m p la tes



T yp e o f G ro up


H is to ry & P h ys ica l #2D isch a rge P lan n ing #3C o n su lt R eq u e stP a tien t D a ta O b je c tsP o in te r to H is to ry & P h ys ica l

Jo y D ia logT yp e cha n ge d to G ro up


T yp e o f G ro up

M y T e m p la tes


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Once a change is made to the Entry on the ‘My Template’ side.

A new copy of Shared Joy Dialog is created under ‘My Templates’ and is now owned by that user.

The Joy Dialog is NO LONGER shared.

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The change made under ‘My Template’ causes the Icon for Joy Dialog to change.

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Joy Dialog was changed on the ‘My Template’ side.

When a new Template is added to the Shared Template. The ‘My Template’ Joy Dialog is no longer pointing to the shared Template.

The New Template is not seen on the ‘My Template’ side.

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HOWEVER other templates under My Templates that still point to Shared Templates will reflect changes made.

The (Joy 1 Temp) was changed to (Joy1 Final)

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Finding Templates

Options are available for both the CAC and the End User Options are available on the Template

Editor and the Template drawer The search is done on the ‘Shared

Templates’ folder and the users ‘My Templates’ folder of the File 8927 TIU TEMPLATE

Can be CPU intensive

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Finding Templates (cont)

In the Template Editor, using the Action pull down menu. Can turn ON one or both of the FIND options.

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The Find Personal Template in the pull menu has a check mark.

The dialog for Personal Templates is open.

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A RIGHT click on either the Shared Template or My Templates

Select Find Template

Searches both Shared Template and My Templates.

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Finding Template (cont)

Searching can be done to Match Case

&

Whole Words Only

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Enter Search Criteria

Click Find Next

The search continues onto ‘Shared Templates’

Finds the 1st entry, then the 2nd and 3rd in ‘My Templates’

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Questions?

Part 2 March 23

Jeremy Merrill

Sheri Kreuz

1 CPRS TEMPLATING Part 1 Tom Saunders. 2 Objectives Review of TIU Template File How it works Review of Commonly asked questions on Functionality in v14.

Documents

youedit shared template

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tui template file