TIU Templates
2
Content Developed by:
Philip Taylor, BA, RN Clinical Consultant
Medsphere Systems Corporation
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 end-users.
• 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.
3 TIU Templates
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.
4 TIU Templates
Who can Create and Edit Shared
Templates?
• Only users in the user class of Clinical
Coordinator can create Shared Templates.
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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 for System: DEMO.MEDSPHERE.COM ---- PERSONAL TEMPLATE ACCESS: ?
READ ONLY allows use, but not creation of, personal templates. Select one of the following:
0 FULL ACCESS 1 READ ONLY 2 NO ACCESS 6 TIU Templates
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.
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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.
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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
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Template Field Types
• Specific Examples of each of these field types
are available in an accompanying resource PowerPoint presentation.
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Common Properties of Templates
TIU Templates 11
• Display Only
• Only Show First Line • Indent Dialog Items • One Item Only
• Hide Dialog Items • Required
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.
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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.
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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!
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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.
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Standardization (cont.)
Example:
• Site Abbreviation: CIH
• Specific Template: ANTICOAG
• CIH ANTICOAG DX
• CIH ANTICOAG INR HI RANGE
• CIH ANTICOAG INR LO RANGE
• CIH ANTICOAG TIME
• This will group like elements together and aid
in template building and future maintenance.
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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.
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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.
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Using Template Notes
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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!
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Using the Copy Button
1. Click the destination folder (e.g., Shared Templates).
2. Click the template to copy. 3. Click Copy.
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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.
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Importing IHS Templates
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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.
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Raw TIU Template File
TIU Templates 25
<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> <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>
Exported TIU Templates
When exported, TIU Templates are very small
text files that can be sent as e-mail attachments.
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Other Uses for Templates
TIU Templates 27
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)
