1 CPRS TEMPLATING Part 1 Tom Saunders. 2 Objectives Review of TIU Template File How it works Review...
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Transcript of 1 CPRS TEMPLATING Part 1 Tom Saunders. 2 Objectives Review of TIU Template File How it works Review...
2
Objectives
Review of TIU Template File How it works
Review of Commonly asked questions on Functionality in v14
To re-enforce a good foundation of functionality of v14 to help with implementation of v15 when released.
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Who Can Edit ‘Shared Templates’
Not controlled by Business Rules
It is controlled by the .07 field (Editor Class) of File 8927 (TIU TEMPLATE)
Can be changed, this is NOT a multiple
Only applicable for the IEN #1 Shared Templates
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Edit Option (cont)
Defaults for My Templates Edit Template Create New Template
Defaults for Shared Templates Edit Shared Templates Create Shared Templates
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File Structure ofTIU TEMPLATE (8927)
H is to ry & P h ys ica lD ischa rg e P lan n ingC o n su lt R eq u e stP a tien t D a ta O b je c ts
S h a red T e m p la te s IE N (# 1)
H is to ry & P h ys ica l (# 2 )D isch arg e P la n n ing (# 3)N u rs in g A ssessm e ntP a tien t D a ta O b je c ts
T IU T E M P L A T E SF ile 8 9 27
This was the basic configuration of the TUI TEMPLATE file, when GUI v12 converted Boilerplated Text to TEMPLATES
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H is to ry & P h ys ica lD ischa rg e P lan n ingC o n su lt R eq u e stP a tien t D a ta O b je c ts
S h a red T e m p la te s IE N (# 1)
H is to ry & P h ys ica l (# 2 )D isch arg e P la n n ing (# 3)N u rs in g A ssessm e ntP a tien t D a ta O b je c ts
T IU T E M P L A T E SF ile 8 9 27
File Structure ofTIU TEMPLATE (8927)
The Editor Class field, allows the holder of that class to work the inactive Templates
These two have been activated
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File Structure ofTIU TEMPLATE (8927)
P o in te r H is to ry & P h ys ica lD ischa rg e P lan n ingC o n su lt R eq u e stP o in te r to P a tie n t D a ta O b je c ts
S h a red T e m p la te s IE N (# 1)
H is to ry & P h ys ica l (# 2 )D isch a rge P lan n ing #3N u rs in g A ssessm e ntP a tien t D a ta O b je c ts
T IU T E M P L A T E SF ile 8 9 27
As templates are activated, they become items of the Shared Template that point down to the original file entries.
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File Structure ofTIU TEMPLATE (8927)
P o in te r to H is to ry & P h ys ica lP o in te r to D isch arg e P la nn ingP o in te r to C on su lt R e qu e stP o in te r to P a tien t D a ta O b je c ts
S h a re d Te m p la tes IE N #1
H is to ry & P h ys ica l #2D isch a rge P lan n ing #3C o n su lt R eq u e stP a tien t D a ta O b je c ts
T IU T E M P L A T E SF ile 8 9 27
Items that are under Shared Templates are Pointers to the Actual entries in the File.
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Create New TemplateNew Template button clicked for you
Template type is already defined for you.
Template is active
Template place holder is added to ‘My Templates’
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Edit Shared Templates
Comes in with Shared Template Highlighted
Boxes checked for ‘Hide Inactive’
‘Edit Shared Template’ box is checked
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Create New Shared Template
New Template button clicked for you
Template type defined and Active
Check boxes checked for you
Template place holder is added under ‘Shared Templates
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On the Fly creation of a Template in ‘My Templates’
Users can highlight any text in any note that they can view and do a right click
User can select the option ‘Copy into New Template’
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On the Fly creation of a Template in ‘My Templates’
Using this option, the user is immediately taken into Template Editor for ‘My Templates’
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Summary of Edit Options
When working with the Pull-down options – all four will allow the user editing, to do all functions. They are simply saving one or two clicks of
the mouse.
End users have access to My Templates on the fly.
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Shared Templates My Templates
The Template ‘History & Physical’ was copied over to ‘My Templates’
The copied Template is now an item under My Templates, which is a pointer back to Shared Templates
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Relationships between Shared Templates & My Templates
P o in te r to H is to ry & P h ys ica lP o in te r to D isch a rge P lan n ingP o in te r to C o nsu lt R e qu e stP o in te r to P a tie n t D a ta O b je c ts
S h a re d Te m p la tes IE N #1
H is to ry & P h ys ica l #2D isch a rge P lan n ing #3C o n su lt R eq u e stP a tien t D a ta O b je c ts
P o in te r to H is to ry & P h ys ica l
M y T e m p la tes
T IU T E M P L A T E SF ile 8 9 27
As a user copies a Shared Template, they are adding a Pointer to their ‘My Template’ folder.
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Relationships between Shared Templates & My Templates
Changes that are made to a template under Shared Templates, will be seen under ‘My Templates’, remember the pointer relation.
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Changes to Shared Templates seen in My Templates
P o in te r to H is to ry & P h ys ica lP o in te r to D isch a rge P lan n ingP o in te r to C o nsu lt R e qu e stP o in te r to P a tie n t D a ta O b je c ts
S h a re d Te m p la tes IE N #1
H is to ry & P h ys ica l #2D isch a rge P lan n ing #3C o n su lt R eq u e stP a tien t D a ta O b je c ts
P o in te r to H is to ry & P h ys ica l
M y T e m p la tes
T IU T E M P L A T E SF ile 8 9 27
P o in te r to H is to ry & P h ys ica lP o in te r to D isch a rge P lan n ingP o in te r to C o nsu lt R e qu e stP o in te r to P a tie n t D a ta O b je c ts
S h a re d Te m p la tes IE N #1
H is to ry & P h ys ica l #2D isch a rge P lan n ing #3C o n su lt R eq u e stP a tien t D a ta O b je c ts
P o in te r to H is to ry & P h ys ica l
M y T e m p la tes
T IU T E M P L A T E SF ile 8 9 27
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Shared Templates My Templates
Once the user edits this Shared Template within ‘My Templates’ the Pointer Relationship is broken.
Added text, changes the icon
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My Templates
P o in te r to H is to ry & P h ys ica lP o in te r to D isch a rge P lan n ingP o in te r to C o nsu lt R e qu e stP o in te r to P a tie n t D a ta O b je c ts
S h a re d Te m p la tes IE N #1
H is to ry & P h ys ica l #2D isch a rge P lan n ing #3C o n su lt R eq u e stP a tien t D a ta O b je c ts
H is to ry & P h ys ica lT h is te m p la te is N O LO N G E R
p o in tin g to th e S ha red Te m pla te
M y T e m p la tes
T IU T E M P L A T E SF ile 8 9 27
Changes made are not updated
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Shared Templates My Templates
The same process will be seen with Folders, Dialogs and Group Template
The Joy Dialog was copied over to ‘My Template’
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Shared Templates My Templates
P o in te r to H is to ry & P h ys ica lP o in te r to D isch a rge P lan n ingP o in te r to C o nsu lt R e qu e stP o in te r to P a tie n t D a ta O b je c tsP o in er to Jo y D ia log
S h a re d Te m p la tes IE N #1
H is to ry & P h ys ica l #2D isch a rge P lan n ing #3C o n su lt R eq u e stP a tien t D a ta O b je c tsP o in te r to H is to ry & P h ys ica lJo y D ia log
P o in te r to H is to ry & P h ys ica lP o in te r to Jo y D ia log
M y T e m p la tes
T IU T E M P L A T E SF ile 8 9 27
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Shared Templates My Templates
Changes on Shared Templates will be reflected immediately on ‘My Templates’
The Icon on Joy Dialog is a Dialog Icon
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Shared Templates My Templates
This Dialog Template was changed to a Group Template
The Icon has changed to the Group Template Icon on ‘My Templates’
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Shared Dialog My Templates
P o in te r to H is to ry & P h ys ica lP o in te r to D isch a rge P lan n ingP o in te r to C o nsu lt R e qu e stP o in te r to P a tie n t D a ta O b je c tsP o in er to Jo y D ia log
S h a re d Te m p la tes IE N #1
H is to ry & P h ys ica l #2D isch a rge P lan n ing #3C o n su lt R eq u e stP a tien t D a ta O b je c tsP o in te r to H is to ry & P h ys ica lJo y D ia log
P o in te r to H is to ry & P h ys ica lP o in te r to Jo y D ia log
M y T e m p la tes
T IU T E M P L A T E SF ile 8 9 27
P o in te r to H is to ry & P h ys ica lP o in te r to D isch a rge P lan n ingP o in te r to C o nsu lt R e qu e stP o in te r to P a tie n t D a ta O b je c tsP o in er to Jo y D ia log
T yp e o f G ro up
S h a re d Te m p la tes IE N #1
H is to ry & P h ys ica l #2D isch a rge P lan n ing #3C o n su lt R eq u e stP a tien t D a ta O b je c tsP o in te r to H is to ry & P h ys ica l
Jo y D ia logT yp e cha n ge d to G ro up
P o in te r to H is to ry & P h ys ica lP o in te r to Jo y D ia log
T yp e o f G ro up
M y T e m p la tes
T IU T E M P L A T E SF ile 8 9 27
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Shared Templates My Templates
Once a change is made to the Entry on the ‘My Template’ side.
A new copy of Shared Joy Dialog is created under ‘My Templates’ and is now owned by that user.
The Joy Dialog is NO LONGER shared.
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Shared Templates My Templates
The change made under ‘My Template’ causes the Icon for Joy Dialog to change.
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Shared Templates My Templates
Joy Dialog was changed on the ‘My Template’ side.
When a new Template is added to the Shared Template. The ‘My Template’ Joy Dialog is no longer pointing to the shared Template.
The New Template is not seen on the ‘My Template’ side.
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Shared Templates My Templates
HOWEVER other templates under My Templates that still point to Shared Templates will reflect changes made.
The (Joy 1 Temp) was changed to (Joy1 Final)
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Finding Templates
Options are available for both the CAC and the End User Options are available on the Template
Editor and the Template drawer The search is done on the ‘Shared
Templates’ folder and the users ‘My Templates’ folder of the File 8927 TIU TEMPLATE
Can be CPU intensive
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Finding Templates (cont)
In the Template Editor, using the Action pull down menu. Can turn ON one or both of the FIND options.
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Finding Templates (cont)
The Find Personal Template in the pull menu has a check mark.
The dialog for Personal Templates is open.
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Finding Templates (cont)
A RIGHT click on either the Shared Template or My Templates
Select Find Template
Searches both Shared Template and My Templates.
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Finding Templates (cont)
Enter Search Criteria
Click Find Next
The search continues onto ‘Shared Templates’
Finds the 1st entry, then the 2nd and 3rd in ‘My Templates’