Overview
In PIMSY, note templates are available in various areas where users enter free text, such as Treatment Plans, Assessment Notes, and the Insurance section of the client chart. These templates can be easily inserted into note fields, helping to streamline documentation.
Users can select from existing templates or create their own, making it easier to maintain consistency, save time, and ensure important information is included in clinical and administrative records.
Required Permissions and Prerequisites
- This article is in reference to our Desktop application
- Assign the Create, Modify, View, and Delete profile rules for the following:
- Templates
-
Templates View and Use
- Settings:
- For templates that apply to assessment notes review settings -138, -140, -141, -142
- For templates that apply to consents review settings -380, -381, -382, -384, -385, -386
- For the treatment plan template, review Setting -202
- For the Progress Note template, review Setting -79
Step-by-Step Instructions
Step 1: Accessing Templates
From the top navigation menu, go to:
Administration > Pick List Management
Search for "template" in the search bar and select the Templates option when it appears.
Step 2: Creating and Modifying Templates
To modify an existing template, simply click the cell that needs to be modified and make the necessary changes.
To create a new template, click the empty row to select it. Enter the Name, select a Template Category from the dropdown, enter a Description, and the Template contents.
Check the Default box to mark it as default. The Order number is optional.
Step 3: Applying the Template
For the purposes of this article, we will be using an assessment note for reference. When in an assessment note, right click the large free text area and select Template from the list of options.
Select the appropriate template by clicking on the row, and click Close.
This action will insert the selected template into the free text field of the assessment note and is immediately available for use.