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To view or edit an existing Template, simply select it in the sidebar. You can also archive or delete an Template by clicking the Red Minus with a Template selected, or you can press the Delete key on your keyboard with the Template selected.
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There are three areas of the EHR Ability when a Template is selected, from left to right:
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Section List
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Section List
The section list will display all of the sections that can be added into the current template. There are two different types of Sections; Preconfigured, and Custom.
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To add a Section to a Template, simply drag and drop the Section from the list to the Template Details pane.
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Template Details Pane
The Template Details pane is where you can set a name for the Template and review the Sections that have been included in the Template. You can also add, remove, and adjust the position of those Sections within the Template.
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The Preview Pane displays a quick preview of the currently selected template.
Preconfigured sections will have a limited view as these sections cannot be changed. Select fields in the preview to view how the form will function in patient's chart. If the preview panel is not showing, click the Preview button in the section detail column.
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Creating or Editing Sections
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The Preview Tab is split into two views. The top half previews the Form View of the Section, while the bottom half displays the Narrative View of the Section. Both the Form View and the Narrative View are covered in the EHR Overview article.
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There are ten types of fields you can add to a section, which are listed below.
Text Label
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This Field Type is simply used to add a label on the form. You can set the Label Name, and use the Hide From Clipboard checkbox if this isn't intended to be seen on the iPad Clipboard app.
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