RPMS EHR CAC Review
TIU Templates
Content Developed by:
Philip Taylor, BA, RN
Clinical Consultant
Medsphere Systems Corporation
TIU Templates
2
Learning Objectives
• Create TIU Templates to facilitate communication, promote quality patient
care and patient safety, and meet professional and legal standards .
• Increase efficiency in documentation through implementation of well
designed TIU Templates with "point and click" elements.
• Ensure completeness, accuracy and standardization of EHR documentation
by providing structured TIU Templates.
• Demonstrate the process of importing RPMS data elements via TIU
Templates into progress notes to reduce "double entry" of data by endusers.
• Demonstrate use of TIU Template components (data objects and template
fields) to add clinically pertinent information to electronic orders and
consult requests to improve quality of documentation.
• Demonstrate the process for sharing TIU Templates between facilities and
how to obtain prior-built note templates from IHS FTP site.
TIU Templates
3
TIU Templates
• TIU Templates provide a mechanism for
structured input of text into RPMS-EHR.
• While the most common use for TIU
Templates is to output text into Progress
Notes, there are other uses available within
RPMS-EHR.
TIU Templates
4
Who can Create and Edit Shared
Templates?
• Only users in the user class of Clinical
Coordinator can create Shared Templates.
TIU Templates
5
Template Creation
Access to Personal Templates is controlled by a
Parameter: TIU PERSONAL TEMPLATE ACCESS
Select PARAMETER DEFINITION NAME:
TIU PERSONAL TEMPLATE ACCESS
Personal Template Access
TIU PERSONAL TEMPLATE ACCESS may be set for the following:
1
User
USR
[choose from NEW PERSON]
2
Location
LOC
[choose from HOSPITAL LOCATION]
3
Service
SRV
[choose from SERVICE/SECTION]
4
Division
DIV
[MEDSPHERE DEMO HOSPITAL]
5
System
SYS
[DEMO.MEDSPHERE.COM]
Enter selection: 5 System
DEMO.MEDSPHERE.COM
---- Setting TIU PERSONAL TEMPLATE ACCESS
PERSONAL TEMPLATE ACCESS: ?
for System: DEMO.MEDSPHERE.COM ----
READ ONLY allows use, but not creation of, personal templates.
Select one of the following:
0
1
2
FULL ACCESS
READ ONLY
NO ACCESS
TIU Templates
6
Template Fields
• Who can create or modify template fields?
• This is controlled by the parameter: TIU FIELD
EDITOR CLASSES.
• TIU is pre-configured to allow the user class of
Clinical Coordinator to create new template fields.
• Locally you may decide to add additional users
without giving them Clinical Coordinator and
access to Shared Templates.
TIU Templates
7
Template Field Availability
• Regardless of who is allowed to create TIU
Template fields, once created, the template
fields are available to all users who are
allowed to create templates.
TIU Templates
8
Template Field Types
•
•
•
•
•
•
•
•
•
•
Edit box fields
Combo box fields (Drop Down box fields)
Button fields
Check box fields
Radio button fields
Date fields
Number fields
Word processing fields
Hyperlink fields
Text fields
TIU Templates
9
Template Field Types
• Specific Examples of each of these field types
are available in an accompanying resource
PowerPoint presentation.
TIU Templates
10
Common Properties of Templates
•
•
•
•
•
•
Display Only
Only Show First Line
Indent Dialog Items
One Item Only
Hide Dialog Items
Required
TIU Templates
11
Template Properties
Display Only:
• Generally used for a text field that give the
template user directions or help.
• Can also be used for templates and dialogs.
TIU Templates
12
Template Properties
Template Formatting:
• Indenting, One Item Only, Only Show First
Line, and Hide Dialog Items are tools that can
improve the appearance and usability of the
input template.
TIU Templates
13
Template Properties
Required:
• It is tempting to make fields required to force
users to enter necessary information, but use
this sparingly because it can be very
frustrating and may cause providers to
abandon use of templates altogether!
TIU Templates
14
Standardization
• Use a standard approach when creating any
new template fields.
• Use beginning text in fields so that related
items group together in the list, making it
easier to find them later when building the
template.
TIU Templates
15
Standardization (cont.)
Example:
• Site Abbreviation: CIH
• Specific Template: ANTICOAG
•
•
•
•
CIH
CIH
CIH
CIH
ANTICOAG
ANTICOAG
ANTICOAG
ANTICOAG
DX
INR HI RANGE
INR LO RANGE
TIME
• This will group like elements together and aid
in template building and future maintenance.
TIU Templates
16
Appearance of TIU Templates
• It is possible to create TIU Templates that look good
for text entry.
• It is possible to create TIU Templates that output
good looking text.
• But it is not always possible to create a TIU Template
that does both at the same time.
TIU Templates
17
Using Template Notes
In the Template Editor
• To annotate a template to record why or when
a change was made.
• This can be particularly useful if more than one
CAC edits templates.
• This can also be where EHR Committee approval
of the template is recorded.
TIU Templates
18
Using Template Notes
TIU Templates
19
Using the Copy Button
• Templates can be created in the My Templates
folder and then copied to the Shared
Templates folder when completed.
• But beware, this action is not truly copy, but
more akin to creating a shortcut link.
• After copying, if either of these templates are
edited both will be changed!
TIU Templates
20
Using the Copy Button
1. Click the destination folder (e.g., Shared
Templates).
2. Click the template to copy.
3. Click Copy.
TIU Templates
21
Importing IHS Templates
• IHS uploads and stores TIU templates at its
national FTP site.
• These templates are publicly accessible at:
ftp://ftp.ihs.gov/pubs/EHR/Templates/TIU%20Note%20Templates/
• When returning to the IHS FTP site remember
to click View > Refresh to update the
browser’s cache.
TIU Templates
22
Importing IHS Templates
TIU Templates
23
Importing and Exporting
• If an exported .txml file is double clicked, the
browser will attempt to open it because it is
an XML type file.
• Only TIU within EHR can properly process a
.txml file.
• Those who have created HTML will see
similarities in raw exported TIU files.
TIU Templates
24
Raw TIU Template File
<CPRS_TEMPLATE>
<TEMPLATE NAME="PHN Consult">
<TYPE>G</TYPE>
<STATUS>A</STATUS>
<DIALOG>1</DIALOG>
<BOILERPLATE_TEXT>
<p>THIS PATIENT IS BEING
REFERRED TO PHN SERVICES FOR:</p>
<p></p>
<p>{FLD:PHN CONSULT}</p>
<p></p>
<p>{FLD:VA*W-P8LINES}</p>
</BOILERPLATE_TEXT>
</TEMPLATE>
<TEMPLATE_FIELDS>
<FIELD NAME="PHN CONSULT">
<TYPE>X</TYPE>
<INACTIVE>0</INACTIVE>
<LENGTH>0</LENGTH>
<DEFAULT_INDEX>0</DEFAULT_INDEX>
<REQUIRED>0</REQUIRED>
TIU Templates
<SEPARATE_LINES>0</SEPARATE_LINES
>
<MAX_LENGTH>0</MAX_LENGTH>
<INDENT>0</INDENT>
<PAD>0</PAD>
<MIN_VALUE>0</MIN_VALUE>
<MAX_VALUE>0</MAX_VALUE>
<INCREMENT>0</INCREMENT>
<ITEMS>
<p>Abnormal Pap</p>
<p>Communicable Disease</p>
<p>Gestational Diabetes</p>
<p>Newborn</p>
<p>Positive HCG</p>
<p>Postpartal</p>
<p>Other</p>
</ITEMS>
25
Exported TIU Templates
When exported, TIU Templates are very small
text files that can be sent as e-mail attachments.
TIU Templates
26
Other Uses for Templates
Where can template fields be used in addition to
progress notes?
• Discharge summaries
• Quick orders that have free text fields (e.g.,
comments)
• Generic orders that have word processing
fields
• Consult reasons for request (using template
editor)
• Reminder dialogs
TIU Templates
27
Questions and Discussion
TIU Templates
28