We know that not every doctor works in the same way when taking Consult Notes, such as what details are recorded and the order each provider may enter this information. That is why we have implemented options for modifying your consult note template. This feature allows each provider to pick and choose the fields you want to show in your consult notes - you can add the segments you feel are important and hide the ones that aren't required.
Upon opening a new Consult Notes window, you can locate a Settings cog in the top right of the window. Clicking this cog gives you a pop-up to select/de-select the panes you want to see. You can also drag items up and down this list to better reflect the order in which you enter information during your consults.
As you make changes in the Edit Consult Template box, these changes should appear immediately on the consult note itself.
Once you have made your changes, the template will retain your suggestions for all new Consult Notes you add. You can make adjustments to the template at any time. Changing the template will not affect the consult notes created with certain fields, which you have later chosen to hide - your existing notes will display with the template they were created in.
If the extra consult note segments aren't quite what you need, you can use the + TEXT FIELD option at the bottom of the list to create your own segments.
To add your own consult note segments, click the + TEXT FIELD option at the bottom of the list, then enter a title for the new segment. Once complete, you can select the tick icon to finalise the new field, or the cross icon to cancel.
Custom fields can be edited or deleted if required. To edit, hover over the field and select the pencil icon. This will allow you to enter a new name for this segment. Similarly, you can delete an item by hovering over it to select the trash can icon.
If any consults have previously used a custom field, the information will remain on the consult note even after deleting the field. Deleting the field prevents it from being used on future consult notes.
In addition, you will now have additional letter references to correspond with the segments available on your Consult Notes. There are two ways that these references can be added.
Firstly, within Settings > Letter Templates, you are able to add all available references to your template so that these are visible at all times. If you modify your consult note template to not include certain pieces of information, these references will appear blank when writing your letters, as no information was able to be entered. You can find out more about editing the template in the Letter Templates article.
The second way to use the new letter references is to add them to each letter as needed. When you create a letter by choosing Add > Letter, you can insert any additional references from the Consultations menu, however this list will only show you references based on the last consult note template that was set; it will not display the references which were not available on your last consult note.