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If you're interested in how to build templates, please check out our Building Templates article here.
If you prefer learning from a series of videos, you can refer to our EMR and EDR series here.
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Adding EMR/EDR to the Toolbar
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Once the EMR/EDR Ability has been added to your MacPractice license, you'll simply need to navigate to MacPractice Preferences located in the MacPractice Menu. Click "Abilities" in the Sidebar of the Preferences window, and in that section, click the Fetch License button.
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To add the EMR/EDR icon to the MacPractice Toolbar, right-click or Control-click the MacPractice Toolbar and select “Customize Toolbar”. From there, you can drag the EMR or EDR icon to a location on the Toolbar.
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EMR/EDR Preferences
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You can access EMR and EDR Preferences from the MacPractice Menu > Preferences > EDR or EMR:
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This Preference category is split into three tabs. You can read more about EMR/EDR Preferences here.
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To switch to and from the Narrative and Form Views, you can navigate to the EMR/EDR menu and select Toggle Narrative/Form. Alternately, you can press the Command and Backslash ( ⌘ + \ ) keys on your keyboard to flip the form between Narrative and Form view.
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You can print the Narrative view of a form by navigating to the File Menu and selecting Print, or by pressing the Command and P (⌘ + P) keys on your keyboard.
You can read more about Narratives in our Building Templates article. There is a section of the article that goes more into depth about Narratives specifically.
Generating a Patient Form from a Template
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If you have a patient selected, the EMR/EDR Menu will have an option that says Print (PATIENT'S NAME) Patient Forms. If no patient is selected, this option will instead state "Print Multiple Patient Forms".
The “Print (PATIENT'S NAME) Patient Forms” option may appear greyed out. If this is the case, you would just need to select one of the patient’s forms in the Patient Forms folder in order to activate this option.
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From here, a new window will open with the following options:
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If a section on a template has been used on a patient form, then the section has patient data tied to it and it cannot be removed. If you attempt to remove the section you will receive the alert pictured below. See the Editing a Used Template section below article for the proper process on how to make changes to a template that has already been used on patient forms.
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