Remark Templates

Remark Templates help reduce repetitive data entry by allowing commonly used remarks to be saved and reused across the system.

The Remark Template File can be accessed from File J. Remark Template File, where existing templates display the template name, description, and associated Remark Type(s).

Add Remark Template

To create a template, select Add New Template, then enter a Title and Description. The description becomes the remark text automatically inserted when the template is selected.

Choose whether the template applies to All Remark Types, a single Remark Type, or multiple Remark Types, then click Save.

Title – Enter a name for the template. This is the name users will see when selecting a remark template.
Description – Enter the remark text that should be automatically inserted when the template is selected. This helps standardize commonly used remarks and reduces repetitive data entry.
Remark Type(s) – Select the remark type(s) the template should be available for. Templates can be associated with All Remark Types, a single Remark Type, or multiple Remark Types. Available remark types include Allergy, Clinical+, Delivery, Drug, Drug Group, ERx Pharmacy, ERx Prescriber, Family, Fill Remark, HIPAA, Inactive Rx, Insurance, Med-Sync, On-Hold Rx, Patient, Prescriber, Rx Remark, and Telephoned Rx.

When finished, just click Save to add the new template.

Once a template is active, it will be displayed as an available option when clicking in a Remark field that has a template assigned to that Remark type (as pictured below).

In Rx Processing

In the Rx Processing Screen, select Rx Remark, then Add Remark. Choose the desired remark template and click Save to automatically apply the template's text to the Remarks section.

In Patient File - Remarks

In the Patient File, select Remark, then Add Remark. Choose the desired remark template and click Save to automatically apply the template's text to the Remarks section.