Favorites allow you to bookmark your most frequently used clinical templates and organize them into groups. When set up, your grouped favorites appear in the Favorites tab of the clinical sidebar when viewing clinical notes.
In the Favorites tab, click on a favorite template and it will instantly be created for you in a new clinical note.
Example of Favorites panel in a patient's clinical note page (click to expand)
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Click Settings > Clinical, then click the Sidebar tab.
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In the Users list, click your name.
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Under the Favorites section, click Add Favorites.
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In the pop-up, configure the following:
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Group Name: Enter a name or category for your template group. This appears as a section heading in your Favorites tab. (e.g. Questionnaires, Referrals, Letters, etc.)
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Active: Tick to display this group of favorites in the sidebar.
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Clinical Orders: Select which clinical orders you want to include in this group of favorites. When selected in your clinical notes, these orders are automatically created with your name and location.
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Templates: Click Add Template to Group to select templates you want to include in this group.
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Click Save.
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(Optional) To add more groups of favorite templates, repeat from Step 3.
Your group of favorites are saved. When you view any patient's clinical notes, your active favorites appear in the Favorites tab of the clinical sidebar.
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Open a new clinical note.
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On the clinical sidebar, click the Favorites tab, then click the name of the template you want to use.
The selected template is now imported into your clinical note.
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