How To Change Rx Template In Traknet

This page volition explain the types of templates available.

What are Templates?

Templates are the principal ground for most screens in TRAKnet three.i. They allow for consummate customization of how the practice views patient information, encounter forms, and various other documents in the practice.

Templates are accessed via the UserName drop-downward menu nether UserName > Manage Templates in the upper right-hand corner of the screen. There are a diverseness of templates available in TRAKnet 3.ane that will customize and change a variety of screens, detailed below:

Template Types

TRAKnet iii.one has several different types of templates that you tin can modify throughout the system to customize each screen and feature in TRAKnet. The different types of templates that can exist modified from the Manage Templates screen are listed below:

Dashboards: Dashboards are the fundamental signal of the patient'southward chart. They are designed to collection, present and preview patient information and structured data from the EHR.
Document Header: Document Headers, or Practice Headers, are mini-templates that are meant to populate in the header of diverse other templates and forms. They typically comprise the practice'due south accost information.
Run into Forms: Encounter Forms are the ground for charting in TRAKnet 3.i. They use a "fill up in the blanks" method to allow for customizable and easy charting. Encounters are created with Encounter Forms as their basis.
Family History: The Family History template determines how the family unit history information will exist inserted into a dashboard or run across form, etc.
Goals: Goals templates are whatever documents that will populate with the «Goals» hyperlink that will exist embedded in any other template class (most likely Encounters). TRAKnet 3.1 comes with a sample of "Weight Loss" equally a goals template.
HPI: HPI, or History of Present Illness, are mini-templates used for charting. They are mini templates specific to certain conditions or complaints that can be embedded or inserted as needed to customize a patient'south visit to their present visit. TRAKnet 3.one comes with a variety of podiatry-specific HPI mini-templates.
Lab Reports: Lab Report templates will be used in the Lab Results link.
Messages: Messages are document templates meant to streamline internal communications in the office when utilizing the tasks/messages feature.
Other: A category for miscellaneous templates.

Past History : The Past History template determines the format in which the «PastHistory» link will embed.

Past Medical History: The Past Medical History template populates with the «PastMedicalHistory» link and determines how that information is presented. It tin can as well exist accessed from the Medical Hx button on the patient's chart.
Past Surgical History: The Past Surgical History template populates with the «PastSurigcalHistory» link and determines how that information is presented. It can also be accessed from the Surgical Hx button on the patient's chart.
Patient Documents: Patient Documents are document templates that will populate on the Patient Forms link of the patient'due south chart.
Patient Didactics: Patient Teaching documents that can exist generated to provide additional documentation. This is a requirement as part of Meaningful Apply.
Patient Forms: Patient Forms are documents entirely customizable to the office'southward needs. These are accessed under Patient Forms on the right-paw side of the patient's chart and can be used for a variety of purposes, such as discharge forms, sign in sheets, etc.
Patient Summaries: Patient Summaries are the Clinical Care Certificate, or CCDA, required to be given to patients for meaningful apply. TRAKnet comes with two potential defaults that can so be modified every bit needed.
Physical Examination: Physical Test, or PE, are mini-templates used with the «PE» hyperlink. TRAKnet comes with several podiatry-specific templates pre-loaded in.
Plan: The program category of templates are mini-templates containing several Plan related items for followup. They can exist embedded or inserted into the Encounter. TRAKnet comes with a handful of podiatry-specific items loaded in.
PQRS: TRAKnet comes preloaded with several PQRS mini-templates to assist with easy completion of PQRS measures. For more than information on PQRS in TRAKnet 3.1, click hither.
Procedures: These templates populate the «Procedures» hyperlink.
Referral Forms: Referral Forms are also known as referral letters. These can be generated from the Referrals push on the patient'due south chart.
ROS: ROS, or Review of Systems, is the template that will populate with the «ROS» link. This volition come up pre-loaded but can be modified or changed as needed.
Social History: The Social History template determines what data volition exist required in the Social Hx button on the patient'southward nautical chart. This can also be embedded into Encounters with the «SocialHistory» link.
Superbills: The Superbills template determines what superbill certificate will impress when using the Tools > Batch Print Superbills characteristic of TRAKnet . This can exist converted from older versions of TRAKnet, or customize and changed as needed.
Treatment Templates: Treatment Templates are mini-templates that will populate behind whatever treatment code when that lawmaking is manually typed into the Run across, east.g. 99212 volition populate the words "Office Visit."
Visit Notes: The Visit Notes template blazon determines the templates available with the visit notes link.

Modifying Templates

Templates that take been downloaded into TRAKnet tin can be modified at any time to allow further customization of your TRAKnet experience.

To access the Modify Templates window, from any screen in TRAKnet 3.ane click the (User Name) in the upper right-paw corner of the screen and select "Manage Templates" from this drop-down menu. This will open the Manage Templates screen.

Templates in TRAKnet are broken up into various Types, or categories, to assistance organize your database. To choose which template yous would like to change, from the top of the screen, select the TemplateType drop-down menu and cull the category of the template you are looking to change. These categories include such templates every bit Encounter Forms, Family unit History, HPI, and Dashboards.

Once the Template Type has been selected, you may now select the specific template from that category to modify. From the Existing Templates drop-down bill of fare in the upper portion of the screen, choose the specific template you are going to modify, and click "Select." This will open the document in the word processing window in the lesser portion of the screen.

After opening the desired template, you may brand any desired changes to the trunk of this template. All templates office as typical word processing documents and tin be edited freely equally such. The navigational bar along the correct-mitt side of the screen will allow for the insertion of various Quick Links and Data Fields to pre-populate information in the various templates you lot accept created. To insert a Quick Link, place your cursor where y'all would like the link to be inserted, and select your desired Quick Link from the menu on the right-manus side of the screen.

An caption of data fields and quick links can be found below:

Patient Fields – These fields are used to populate relevant data to that patient such equally Historic period, DOB, and Name.
Patient Data – These fields will pull over medical information pertinent to the patient, such as Patient History, Lab Results, Active Medications and Allergies, and Primary Diagnosis.
Visit Fields – These fields will allow yous to populate visit specific data in the note, such as ROS, HPI, and more visit specific fields such as Visit Date, Bug, or Provider.
Misc. – These fields contain any information that is not patient or visit specific, such equally Practice information and UserName fields.
Billing – These fields include billing related information such every bit Marital Status, Legal Representative, and Monthly Due Date.

Template Font Settings

It is possible to alter the font settings on an entire group of templates. This is washed at the template blazon level.

To do this, from the UserName > Manage Templates screen, select a templatetype. We recommend Not doing this with the EncounterForms template type, every bit any minor formatting, such as bolded headers, etc. volition be overwritten.

Afterward selecting a template blazon, click the "Select Font to Apply to all Templates in …" to open a pop-upwards window where you can prepare the font, style, and size for those templates.

Additional Materials

page revision: 17, last edited: 02 April 2021 xviii:22