How to Save Note Templates

Video on Useful Features in zHealth Including How to Save Note Templates

Step-by-Step Instructions on How to Save Note Templates

If you’d like to standardize your charting or, better yet, reduce the overall time you spend creating notes, using Save Templates in our SOAP Note section is the way to go.

With two clicks, you can save a note template for individual SOAP components - Subjective, Assessment, Exam, Plan, and even Daily Notes. These saved templates will be available across all facilities in an organization. So when you switch facilities, you can still access the saved templates.

Let's see how you can quickly save templates when you're charting for a patient.

1. To save a Chart Template, you should be on a Patient Chart > SOAP Note tab.

2. Once you're done charting for one component such as Exam part - Click "Save Template". This will save the

3. Enter a name for the template. Ex - Back Pain Exam. Click "OK".

4. Repeat Steps 2 and 3 for the other components, including Plan, Daily Notes, etc. of the SOAP Note section to save separate templates for individual components.

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