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Chapter 17: Setting Up Medical Notes and Correspondence
Using “Save As” to Save an Existing Template as a Different Template Type
You can use Save As to save a correspondence template as a medical note template, or vice versa.
To save an existing document template as a different template type:
1.
On the Lists menu, select Documents > Templates.
2.
Select the applicable enhanced medical note or correspondence template and click Update.
3.
On the Template Update window, click Save As. The Template Properties dialog box appears.
4.
In the Name text box, type a unique name to use for this template (must be different from the name
of the existing template).
5.
In the Type drop-down list, select a different template type (Print Only, Correspondence or Medical
Note).
6.
Click OK to close the Template Properties dialog box.
7.
Click OK to close the Cornerstone Editor.
Showing Correspondence with Medical Notes in History
The Show past and future uses of this template on the Medical Notes tab, Daily Planner, Check-in
Report, Patient History Report option is available when setting up the properties of a new document
template. You may want to use this option if:
•
You are a referral practice and you would like referral documents to serve a dual purpose as
medical notes and referral documents.
•
In previous versions of Cornerstone you used correspondence to add medical notes to a patient
record and you wish to continue this practice. Using this option you can set the correspondence
template to appear in history with medical notes.
•
In previous versions of Cornerstone you used correspondence to add medical notes because of
their flexibility/formatting options but now want to change them to medical notes for future use.
In this case, select the Show past and future uses… check box in the correspondence
document’s properties so that old uses of the template show with medical notes, and then use
Save As to save as an enhanced medical note template.
To set a correspondence template to appear in history with medical notes:
1.
On the Lists menu, select Documents > Templates.
2.
Select the applicable correspondence template and click Update.
3.
On the Cornerstone Editor’s Template Update window, click Edit Properties.
4.
Select the Show past and future uses of this template on the Medical Notes tab, Daily Planner,
Check-in Report, Patient History Report check box.
5.
Click OK.
6.
Click Save.
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