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TIU Templates Components
RPMS EHR CAC Review
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2
Content Developed by:
Philip Taylor, BA, RN Clinical Consultant
Medsphere Systems Corporation
TIU Templates Components
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Template Fields
• Who can create or modify Template Fields? • This is controlled by the parameter: TIU FIELD
EDITOR CLASSES. • TIU is pre-configured to allow the user class of
Clinical Coordinator to create new template fields.
• Locally you may decide to add additional users without giving them Clinical Coordinator and access to Shared Templates.
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Template Field Availability
• Regardless of who is allowed to create TIU Template fields, once created, the template fields are available to all users who are allowed to create templates.
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Template Field Types • Edit Box Fields • Combo Box Fields (Drop Down box fields ) • Button Fields • Check Box Fields • Radio Button Fields • Date Fields • Number Fields • Word Processing Fields • Hyperlink Fields • Text Fields
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Edit Box
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Edit Box Preview
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Combo Box
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Combo Box (Drop Down) Preview
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Button
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Button Preview
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Check Box
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Check Box Preview
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Check Box Preview (Separate Lines)
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Radio Button
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Radio Button Preview
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Date Fields
There are multiple formats available for the Date Field: • Date • Date and Time • Date and Required Time • Combo Style • Combo Year Only • Combo Year & Month
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Date
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Date Preview Simple Date or Date and Time
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Date Combo Style Preview
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Date Preview Combo Year Only
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Date Preview Combo Year and Month
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Number
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Number Preview
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Word Processing and Edit Box Fields
• Edit Box fields give a user an input area of a fixed length (e.g., 50 characters).
• Word Processing fields allow unlimited input of text. • The width, height and indent of the Word
Processing box is customizable. • Edit Box and Word Processing fields may be blank or
may have default text inside. • When default text is present it may be edited by the
template user.
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Edit Box Field Blank Field for Type In
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Edit Box Field With Default Text
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Word Processing Blank Field for Type In
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Word Processing With Default Text
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Text Field
• Text fields are used to place uneditable text in the template.
• While this text may be included in the final output, often it is used for directions within the template itself, but is excluded from the output.
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Text Field Excluded from Note
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Hyperlink
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Hyperlink Preview
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Hyperlink
• The Hyperlink field does not output into the final document.
• The Hyperlink field provides an embedded link so the user of the template has access to additional information while using the template.
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Common Properties of Templates
• Display Only • Only Show First Line • Indent Dialog Items • One Item Only • Hide Dialog Items • Required
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Display Only
• This was demonstrated previously for a Text Field.
• It can also be used for Templates and Dialogs.
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Display Only
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Display Only
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Display Only
• First grandchild is not part of output.
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Only Show First Line
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Only Show First Line
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Only Show First Line
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Indent Dialog Items
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Indent Dialog Items
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Indent Dialog Items
• Note: While the dialog item was indented, the output text is not.
• Indent output text by adding spaces in the template itself.
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One Item Only
• This behaves the same as Radio Button, but works with dialogs instead of fields.
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One Item Only
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Hide Dialog Items
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Hide Dialog Items
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Hide Dialog Item
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Required Field
1. Create the field with Required checked
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Required Field
2. Place the field in the template.
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Required Field
3. Note the asterisk (*).
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Required Field
• If the Required Field is not filled in:
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Creating a New Template Field
1. On the Notes tab, right click Options and select either Edit Templates or Edit Shared Templates.
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Creating a New Template Field
2. Within the Template Editor, click Tools and select Edit Template Fields.
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Creating a New Template Field
3. In the Template Field Editor select New Template Field.
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Creating a New Template Field
4. Type the field name in the Name field. 5. Select the Type.
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Creating a New Template Field
You may choose to indicate Required or Separate Lines.
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Indenting
TIU Templates support indenting of both the template field and the output text.
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Indent Field
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Indent Field
• The template items are indented five spaces. • The output text is not indented.
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Indent Text
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Indent Text
• The template items are not indented. • The output text is indented five spaces.
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Indenting
• When creating a Template Field, you can use Indent Field only, Indent Text only, or both.
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Previewing a New Template Field
• When creating a Template Field you may want to see how it will appear.
• To preview the field, click Preview.
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Previewing a New Template Field
• To preview the output text, click Preview again.
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Previewing a New Template Field
• Output Text:
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Standardization
• It is recommended using a standard approach when creating new template fields.
• It is recommended using beginning text in fields so that related items group together in the list, making it easier to find them later when building the template.
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Standardization
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Appearance of TIU Templates
• It is possible to create TIU Templates that look good for Text Entry.
• It is possible to create TIU Templates that output good looking Text.
• But it is not always possible to create a TIU Template that does both at the same time.
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Using Template Notes In the Template Editor
• To annotate a template to record why or when a change was made. • This can be particularly useful if more than one
CAC edits templates. • This can also be where EHR Committee approval
of the template is recorded.
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Using Template Notes
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Using the Copy Button
• Templates can be created in the My Templates folder and then copied to the Shared Templates folder when completed.
• This action is not truly a copy, but more akin to creating a shortcut Link.
• After copying, editing either of these Templates, will change both!
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Using the Copy Button
1. Click the destination folder (e.g. Shared Templates).
2. Click the template to copy. 3. Click Copy.
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Using the Copy Button
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Using the Copy Button
• Note: After the copy is completed, the Copy button is grayed out.
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Importing and Exporting
• Export:
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Importing and Exporting
• Import (first select destination folder):
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Importing and Exporting
• Import (TIU Templates are .txml files):
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Importing and Exporting
• Import:
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Importing IHS Templates
• IHS uploads and stores TIU templates at its national FTP site.
• These templates are publicly accessible at: ftp://ftp.ihs.gov/pubs/EHR/Templates/TIU%20Note%20Templates/
• When returning to the IHS FTP site remember to click View > Refresh to update the browser’s cache.
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Importing IHS Templates
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Importing and Exporting
• Double clicking an exported .txml file, will attempt to open it using the browser because it is an XML type file.
• Only TIU within EHR can properly process a .txml file.
• Those who have created HTML will see similarities in raw exported TIU files.
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Raw TIU Template File <CPRS_TEMPLATE> <TEMPLATE NAME="PHN Consult"> <TYPE>G</TYPE> <STATUS>A</STATUS> <DIALOG>1</DIALOG> <BOILERPLATE_TEXT> <p>THIS PATIENT IS BEING
REFERRED TO PHN SERVICES FOR:</p>
<p></p> <p>{FLD:PHN CONSULT}</p> <p></p> <p>{FLD:VA*W-P8LINES}</p> </BOILERPLATE_TEXT> </TEMPLATE> <TEMPLATE_FIELDS> <FIELD NAME="PHN CONSULT"> <TYPE>X</TYPE> <INACTIVE>0</INACTIVE> <LENGTH>0</LENGTH>
<DEFAULT_INDEX>0</DEFAULT_INDEX> <REQUIRED>0</REQUIRED>
<SEPARATE_LINES>0</SEPARATE_LINES>
<MAX_LENGTH>0</MAX_LENGTH> <INDENT>0</INDENT> <PAD>0</PAD> <MIN_VALUE>0</MIN_VALUE> <MAX_VALUE>0</MAX_VALUE> <INCREMENT>0</INCREMENT> <ITEMS> <p>Abnormal Pap</p> <p>Communicable Disease</p> <p>Gestational Diabetes</p> <p>Newborn</p> <p>Positive HCG</p> <p>Postpartal</p> <p>Other</p> </ITEMS>
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Exported TIU Templates
When exported, TIU Templates are very small text files that can be sent as e-mail attachments.
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Other Uses for Templates
• Where can template fields be used in addition to progress notes? • Discharge summaries • Quick orders that have free text fields (e.g.,
comments) • Generic orders that have word processing fields • Consult reasons for request (using template
editor) • Reminder dialogs
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Template Fields in Generic Order
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Template Fields in Generic Order
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Template Fields in Generic Order
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Template Fields in Generic Order
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Review of Template Types
• Simple Template • Dialog Templates with Advanced Formatting:
• Hiding Dialog Items • One Item Only (Radio Button Dialogs) • Explanatory Text excluded from output • Indenting • Items on Separate Lines
• Allow Long Lines in Template
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Simple Template
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Complex Dialog Template
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Questions and Discussion
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