Note Templates - Tips & Tricks

Updated by Niki Budd

Note Templates - Tips & Tricks

To create a Note Template, follow along here: Create a Note Template
If you would like to reference a mark-down cheat sheet, visit this website:
Video Tutorial:

00:01: Hi, this is Nikki from healthy roster. And this tutorial will walk you through note template tips and tricks. Specifically we will be reviewing the token menu or the autofill section as well as the different views that you're able to access while completing notes. 00:15: Let's begin with a note itself. In order to open the autofill section. You will need to open the token menu to do. So in your notes section on your keyboard hold the Ctrl key and period this will open the menu. 00:29: Now that the token menu has opened the first item you will see are templates. These are note templates that are specific to your account. You can select templates and select the note template that you'd like to insert. 00:41: The next component on the token menu is user the user is the provider that is logged in and completing the note. You can input information that you see listed here. 00:51: The next option on the token menu is patient information. If you have information completed on the patient profile, you are able to insert it. If you selected State and state has not been answered on the patient profile. The option will show as null. 01:08: Next you will see incident report specifically because I am on the incident report Table. However, you would see encounter if creating an encounter or you would see referral. If you are creating a referral the date time or combination of date and time are the options for all three. 01:26: The next option on the token menu are background questions. If you've answered background questions on this particular item you can then insert all of those questions or one by one if you so choose. 01:37: You can now select the token menu as well to insert special tests selecting special test. 01:43: Select A specific group the tests and whether it's positive or negative additional tests as necessary and select okay to add this to your note. 01:52: Next on the token menu you're able to input the current date. 01:56: Or the current time 01:59: My email indicates the provider's email that is logged in and currently creating the note. 02:05: You can also input the name of the provider. 02:08: And lastly on the token menu you're able to insert your signature your signature will total your first name your last name your email and if you have it listed your NPI number. 02:18: Now, let's review the toolbar itself to input something that is bold highlight the desired text and click the Bold icon. 02:27: A similar if you'd like to have your item italicized highlight the desired text and click the I icon. 02:34: To strike through an item highlight the desired text and select the strikethrough or S with a line through it icon. 02:42: Next if you'd like to insert a title, you can select the title icon and then type the title. 02:48: To insert a link select the link icon the call or the visual text will be listed first. The URL will then be listed second. 02:57: To insert a quote select the quote icon and then type your text. 03:02: For a header highlight your desired information and select the header icon. 03:07: To insert an ordered list or numbered list select the ordered listing icon. 03:12: For an unordered listing you will select the bulleted icon. 03:16: If you'd like to input an image select the image icon. Then in the second bracket, you will input the image address. 03:25: Now, let's review The Views associated with notes. First you'll see edit code when you're viewing edit code selecting. This allows you to view only the edible code for your template for the area where you the provider will type. 03:39: Next you will see the split code you will default to this view on the left hand side of the screen. You will see the edit code where you the provider are typing in your note. On the right hand side. You will see the preview code This is the End view of your note. 03:55: You also have the option if you so choose to view only the preview. 03:59: If you'd like your note template to take up your full screen select the full screen icon from here, you're able to change your views as well edit code split code and preview code to exit this full screen view select the full screen view again. 04:14: If you have questions or need more help, please visit the help tab on a laugh navigation or reach us directly at help at healthier.

Autofill Section Explained:

By typing in “Ctrl+.” you will be able to build in your template fillable prompts. When a provider user uses the template, the answers to these fields will automatically be completed if the information already exists in Healthy Roster. If any of these fields can’t be mapped to existing information, the provider user will be asked to fill it in.

  • User: means whoever is logged in when using the template. If you have multiple provider users, these fields will autofill their information into the documentation.
  • Patient refers to the person who is being documented.
  • Incident Report, Encounter, and Referral: refer to data already entered for the specific entry type the template is used on. For example, if this template is used for an Encounter, you may want to include the Encounter Date in the template so it’s autofilled in the documentation.
  • Background Questions: will fill in the answer for the selected background question(s) so that providers can include these details in the Note itself and in the Background Question section without having to do double entry. As long as the provider user has answered the background questions before using the Note Template, these fields can be auto-populated.
  • My Email, My Name, and Signature are specific to the person who is creating the note template. These are great for if you are a commonly used contact or if you are the primary person using the template, but if you have more than one person using the template, you should use the User autofills.

  • Once you've selected your autofill you will note the below format
  • The Provider will then be able to use the note template for their dictation with all auto-filled fields filled out automatically

Toolbar Explained:

  • Bold: Highlight the desired text and click on the B icon. Or denote **INSERT TEXT** to bold your item
  • Italicized: Highlight the desired text and click on the I icon. Or denote *INSERT TEXT* to italicize your text
  • Strikethrough: Highlight the desired text and click on the S with a line through it icon. Or denote ~~INSERT TEXT~~ to bold your item
  • Title: select the title icon or type ## INSERT TEXT to add a title
  • Add a Link: select the link option, input your linke [INSER TITLE OF URL HERE](INSERT URL LINK HERE)
  • Insert a Quote: select the " icon and type your quote
  • Insert Header: to insert a header line insert ---------- or hit the HR button
  • Ordered List: Select the ordered list icon or begin by typing 1.
  • Unordered List: Select the unordered list icon or begin by typing -
Tip: If you need a sub-item select enter and your spacebar 2 times
  • Image: Select the image icon and input your link - ![](INSERT IMAGE ADDRESS HERE)
  • Edit Code: Selecting this view allows you to view only the editable code for your template
  • Live Code: Selecting this view allows you to view both the code that you've wrote as well as the preview that the end user will see
  • Preview Code: Selecting this view allows you to view only the preview of the code you've written
  • Full Screen: Selecting this view allows you to edit/preview your code from a full screen. Selecting the full screen icon will take you in and out of this view

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