IDS6211 - Progress Templates - Template tab

The Template tab of a Progress Note Template allows you to record some overall information about that particular template including where it should be available in the patient record.

Link to Tx cycle by default

You can now opt to link a Progress Note to a treatment cycle by default

Obsolete Item

You can soft-delete A Progress Note by ticking ‘obsolete item’ rather than delete

It’s important to give the template a recognizable name that everybody will see what it means.

With the autofill query you make IDEAS fill in certain questions automatically with information that is already recorded somewhere else in IDEAS;

(IDS6215 PN Templates - Adding/Editing Questions - Special tab

This will open the query designer and will give the user the opportunity to edit the Query or import/export a query.

Categorisation of Progress Note Template allows them to be more organised and easily found.

Categories will show when opening a Progress note, and will help with ease of location.

Categories are defined on editable list found at File>System configuration>Lists>Progress Note category. For more info click here Config. - Lists .

Categories can be coded so that any PNs allocated that category will be displayed in the patient homepage - for more information click here How to - Configuration to display Progress Note links on patient Homepage

When ticked, if the patient has been hospitalised and this has been recorded in IDEAS, these details will show in the Progress Note when it is created .

When this is ticked in a template, then every usage of the template will force that the “Duration” field (in minutes) be filled before the event item can be saved.

When this button is invoked the user must sign off the Progress Note before they can save and close it

This defines which folders will show this template, in the patient record.

To add more folders choose the option from the dropdown and click on Add.

To remove a folder from the list, select the folder and click on red X .