Episode25

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Intracare Implementation Log Episode 25: Demystifying Templating, Document Classes and Titles for Dummies.

Episode24 (Back to Log Homepage) Episode26

First appeared here: [1]


Editor's note: This thread begins with a 15-page demonstration via roll-and-scroll, which is not the recommended way to do a template. You should read the introduction, then skip to the second post.


1. Ignacio Valdes Thu, 13 Nov 2008 11:50:57 -0600

Once you have a system up and running, a large part of time (at Intracare anyway) is spent getting the forms into templates, managing templates, and getting the document dialog boxes to display custom titles and flow well. This is the real pay-dirt of the system. I hope to demystify the process with just what you need to know and nothing you don't. The terminal sessions below I believe covers about 99% of what most people need to know. It creates a Progress Note TEST1 document class and a TEST1TL title class, makes them active and then shows how to add template text into the Boilerplate field to make it automatically pop up a template associated with the TEST1TL title when a New Progress Note... named TEST1TL is added.

So in this episode, on a WorldVistA EHR/VOE 1.0 server we will:

1) Create a Progress Note Properties dialog box Progress Note Title.

  a) TIU IRM MAINTENANCE MENU-->   2      Document Definitions (Manager)

2) Make it active.

  a) TIU IRM MAINTENANCE MENU-->   2      Document Definitions (Manager)
  b) Define VHA ENTERPRISE STANDARD TITLE

3) Make a Progress Note Title automatically pop-up a template in CPRS.

  a) TIU IRM MAINTENANCE MENU-->   2      Document Definitions (Manager)
  b) Add template text to Boilerplate field.

4) How to make a template Shared.

  a) Be a Clinical Coordinator.
  b) Fire up CPRS-->Notes-->Options the rest is self-explanatory.

5) Fixing Location for clinical user.

  a) Select New Patient-->Click location-->Save Patient List Settings.

Take home message is that the TIU IRM MAINTENANCE MENU--> 2 Document Definitions (Manager) ... is your friend. There are loads and loads of TIU menus but this is the key one for managing the CPRS Progress Note dialog boxes. TIU DOCUMENT DEFINITION file is the one all this occurs in. A-ha for making a title Active from Inactive is defining its VHA ENTERPRISE STANDARD TITLE which is a huge list of possibilities, fortunately it seems to cover nearly every case. F1 pause then e will save and exit from the boilerplate editing session.

For example, to make GENERAL NOTE active, it is or was located in HISTORICAL TITLES document class which is by default inactive. You have to make HISTORICAL TITLES document class active to make GENERAL NOTE active. You can also COPY/MOVE from the TIU DOCUMENT DEFINITIONS editor to a different document class like PRIMARY CARE. You can scroll forward and back with the +/- keys (very intuitive, NOT).

The terminal sessions below are the basic but very important maneuvers that really make the VistA system work locally. Try not to stray from this recipe or these menus as you can really foul things up (like I did) and have to call in experts to do arcane maneuvers like delete orphans which may bork your system for a day (like I did).

While this example does not use Kevin Toppenberg's GUI-Config on purpose, once again, I cannot say how great Kevin Toppenberg's GUI-Config utility is. It dramatically simplifies doing and understanding some things, in this case being able to look around broadly at these files and fields as well as making defining the Boilerplate once the title entry is create a snap.

Session 1: Create a Progress Note Document Class

GTM>S DUZ=60 D ^XUP

Setting up programmer environment
This is a TEST account.

Terminal Type set to: C-VT100

Select OPTION NAME: TIU IRM
     1   TIU IRM MAINTENANCE MENU       TIU Maintenance Menu
     2   TIU IRM TEMPLATE MGMT       TIU Template Mgmt Functions
CHOOSE 1-2: 1  TIU IRM MAINTENANCE MENU     TIU Maintenance Menu

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select TIU Maintenance Menu Option: ?

   1      TIU Parameters Menu ...
   2      Document Definitions (Manager) ...
   3      User Class Management ...
   4      TIU Template Mgmt Functions ...
   5      TIU Alert Tools
   7      TIUHL7 Message Manager
          Title Mapping Utilities ...
   6      Active Title Cleanup Report

Enter ?? for more options, ??? for brief descriptions, ?OPTION for help text.

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select TIU Maintenance Menu Option: 2  Document Definitions (Manager)

                   --- Manager Document Definition Menu ---

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select Document Definitions (Manager) Option: ?

   1      Edit Document Definitions
   2      Sort Document Definitions
   3      Create Document Definitions
   4      Create Objects
   5      Create TIU/Health Summary Objects

Enter ?? for more options, ??? for brief descriptions, ?OPTION for help text.

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select Document Definitions (Manager) Option: 3  Create Document Definitions....
...
Create Document Definitions   Nov 12, 2008@17:21:56          Page:    1 of    1
                                    BASICS

       Name                                                                 Type
1      CLINICAL DOCUMENTS                                                   CL
2        PROGRESS NOTES                                                     CL
3        ADDENDUM                                                           DC
4        DISCHARGE SUMMARY                                                  CL
5        CLINICAL PROCEDURES                                                CL
6        LR LABORATORY REPORTS                                              CL
7        SURGICAL REPORTS                                                   CL

          New Users, Please Enter '?NEW' for Help                            >>>
     Class/DocumentClass       Next Level                Detailed Display/Edit
     (Title)                   Restart                   Status...
     (Component)               Boilerplate Text          Delete
Select Action: Next Level//    Next Level
 Select CLINICAL DOCUMENTS Item (Line 2-7): 2...............................
Create Document Definitions   Nov 12, 2008@17:22:04          Page:    1 of    2
                                    BASICS

       Name                                                                 Type
1      CLINICAL DOCUMENTS                                                   CL
2        PROGRESS NOTES                                                     CL
3          PSYCHIATRY CARE                                                  DC
4          ADVANCE DIRECTIVE                                                DC
5          ADVERSE REACTION/ALLERGY                                         DC
6          CRISIS NOTE                                                      DC
7          CLINICAL WARNING                                                 DC
8          HISTORICAL TITLES                                                DC
9          ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
10         ADDICTION SEVERITY INDEX                                         DC
11         CONSULTS                                                         DC
12         C&P EXAMINATION REPORTS                                          DC
13         CARE COORDINATION HOME TELEHEALTH NOTES                          DC
14         FORM LETTERS                                                     DC
+         ?Help   >ScrollRight   PS/PL PrintScrn/List   +/-                  >>>
     Class/DocumentClass       Next Level                Detailed Display/Edit
     (Title)                   Restart                   Status...
     (Component)               Boilerplate Text          Delete
Select Action: Next Screen// Class   Class/DocumentClass
 Enter the Name of a new PROGRESS NOTES: TEST1
TYPE: (CL/DC): DC  DOCUMENT CLASS
CLASS OWNER: CLINICAL COORDINATOR  Replace
STATUS: (A/I): INACTIVE// A  ACTIVE Entry Activated.

SEQUENCE: 40
MNEMONIC: 40//
MENU TEXT: Test1//

 Entry Created

 If you wish, you may enter another PROGRESS NOTES: ............................
Create Document Definitions   Nov 12, 2008@17:22:48          Page:    1 of    2
                                    BASICS

       Name                                                                 Type
1      CLINICAL DOCUMENTS                                                   CL
2        PROGRESS NOTES                                                     CL
3          PSYCHIATRY CARE                                                  DC
4          ADVANCE DIRECTIVE                                                DC
5          ADVERSE REACTION/ALLERGY                                         DC
6          CRISIS NOTE                                                      DC
7          CLINICAL WARNING                                                 DC
8          HISTORICAL TITLES                                                DC
9          ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
10         ADDICTION SEVERITY INDEX                                         DC
11         CONSULTS                                                         DC
12         TEST1                                                            DC
13         C&P EXAMINATION REPORTS                                          DC
14         CARE COORDINATION HOME TELEHEALTH NOTES                          DC
+         ?Help   >ScrollRight   PS/PL PrintScrn/List   +/-                  >>>
     Class/DocumentClass       Next Level                Detailed Display/Edit
     (Title)                   Restart                   Status...
     (Component)               Boilerplate Text          Delete
Select Action: Next Screen// Deta   Detailed Display/Edit
Select Entry:  (1-14): 12
Detailed Display              Nov 12, 2008@17:23:32          Page:    3 of    3
                             Document Class TEST1
+
Visit Linkage Method: * D ENPN^TIUVSIT(.TIU,.DFN,1)
   Validation Method: * S TIUASK=$$CHEKPN^TIULD(.TIU,.TIUBY)
        Allow Custom
        Form Headers: * NO

  Upload

          ? Help       +, - Next, Previous Screen     PS/PL
     Basics                    Technical Fields          Find
     Items: Seq Mnem MenuTxt   Edit Upload               Quit
     (Boilerplate Text)        Try
Select Action: Quit//    Quit
Create Document Definitions   Nov 12, 2008@17:23:34          Page:    1 of    2
                                    BASICS

       Name                                                                 Type
1    
...

                                    BASICS

       Name                                                                 Type
1      CLINICAL DOCUMENTS                                                   CL
2        PROGRESS NOTES                                                     CL
3          PSYCHIATRY CARE                                                  DC
4          ADVANCE DIRECTIVE                                                DC
5          ADVERSE REACTION/ALLERGY                                         DC
6          CRISIS NOTE                                                      DC
7          CLINICAL WARNING                                                 DC
8          HISTORICAL TITLES                                                DC
9          ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
10         ADDICTION SEVERITY INDEX                                         DC
11         CONSULTS                                                         DC
12         C&P EXAMINATION REPORTS                                          DC
13         CARE COORDINATION HOME TELEHEALTH NOTES                          DC
14         FORM LETTERS                                                     DC
+         ?Help   >ScrollRight   PS/PL PrintScrn/List   +/-                  >>>
     Class/DocumentClass       Next Level                Detailed Display/Edit
     (Title)                   Restart                   Status...
     (Component)               Boilerplate Text          Delete
Select Action: Next Screen// Class   Class/DocumentClass
 Enter the Name of a new PROGRESS NOTES: TEST1
TYPE: (CL/DC): DC  DOCUMENT CLASS
CLASS OWNER: CLINICAL COORDINATOR  Replace
STATUS: (A/I): INACTIVE// A  ACTIVE Entry Activated.

SEQUENCE: 40
MNEMONIC: 40//
MENU TEXT: Test1//

 Entry Created

 If you wish, you may enter another PROGRESS NOTES: ............................
Create Document Definitions   Nov 12, 2008@17:22:48          Page:    1 of    2
                                    BASICS

       Name                                                                 Type
1      CLINICAL DOCUMENTS                                                   CL
2        PROGRESS NOTES                                                     CL
3          PSYCHIATRY CARE                                                  DC
4          ADVANCE DIRECTIVE                                                DC
5          ADVERSE REACTION/ALLERGY                                         DC
6          CRISIS NOTE                                                      DC
7          CLINICAL WARNING                                                 DC
8          HISTORICAL TITLES                                                DC
9          ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
10         ADDICTION SEVERITY INDEX                                         DC
11         CONSULTS                                                         DC
12         TEST1                                                            DC
13         C&P EXAMINATION REPORTS                                          DC
14         CARE COORDINATION HOME TELEHEALTH NOTES                          DC
+         ?Help   >ScrollRight   PS/PL PrintScrn/List   +/-                  >>>
     Class/DocumentClass       Next Level                Detailed Display/Edit
     (Title)                   Restart                   Status...
     (Component)               Boilerplate Text          Delete
Select Action: Next Screen// Deta   Detailed Display/Edit
Select Entry:  (1-14): 12
Detailed Display              Nov 12, 2008@17:23:32          Page:    3 of    3
                             Document Class TEST1
+
Visit Linkage Method: * D ENPN^TIUVSIT(.TIU,.DFN,1)
   Validation Method: * S TIUASK=$$CHEKPN^TIULD(.TIU,.TIUBY)
        Allow Custom
        Form Headers: * NO

  Upload

          ? Help       +, - Next, Previous Screen     PS/PL
     Basics                    Technical Fields          Find
     Items: Seq Mnem MenuTxt   Edit Upload               Quit
     (Boilerplate Text)        Try
Select Action: Quit//    Quit
Create Document Definitions   Nov 12, 2008@17:23:34          Page:    1 of    2
                                    BASICS

       Name                                                                 Type
1      CLINICAL DOCUMENTS                                                   CL
2        PROGRESS NOTES                                                     CL
3          PSYCHIATRY CARE                                                  DC
4          ADVANCE DIRECTIVE                                                DC
5          ADVERSE REACTION/ALLERGY                                         DC
6          CRISIS NOTE                                                      DC
7          CLINICAL WARNING                                                 DC
8          HISTORICAL TITLES                                                DC
9          ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
10         ADDICTION SEVERITY INDEX                                         DC
11         CONSULTS                                                         DC
12         TEST1                                                            DC
13         C&P EXAMINATION REPORTS                                          DC
14         CARE COORDINATION HOME TELEHEALTH NOTES                          DC
+         ?Help   >ScrollRight   PS/PL PrintScrn/List   +/-                  >>>
     Class/DocumentClass       Next Level                Detailed Display/Edit
     (Title)                   Restart                   Status...
     (Component)               Boilerplate Text          Delete
Select Action: Next Screen// Q   Q

                   --- Manager Document Definition Menu ---

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select Document Definitions (Manager) Option: ?

   1      Edit Document Definitions
   2      Sort Document Definitions
   3      Create Document Definitions
   4      Create Objects
   5      Create TIU/Health Summary Objects

Enter ?? for more options, ??? for brief descriptions, ?OPTION for help text.

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select Document Definitions (Manager) Option: 1  Edit Document Definitions......
.
Edit Document Definitions     Nov 12, 2008@17:23:44          Page:    1 of    1
                                    BASICS

       Name                                                                 Type
1      CLINICAL DOCUMENTS                                                   CL
2       +PROGRESS NOTES                                                     CL
3       +ADDENDUM                                                           DC
4       +DISCHARGE SUMMARY                                                  CL
5        CLINICAL PROCEDURES                                                CL
6       +LR LABORATORY REPORTS                                              CL
7       +SURGICAL REPORTS                                                   CL

          ?Help   >ScrollRight   PS/PL PrintScrn/List   +/-                  >>>
     Expand/Collapse           Detailed Display/Edit     Items: Seq Mnem MenuTxt
     Jump to Document Def      Status...                 Delete
     Boilerplate Text          Name/Owner/PrintName...   Copy/Move
Select Action: Quit// EX=2   Expand/Collapse
......................................
Edit Document Definitions     Nov 12, 2008@17:23:49          Page:    1 of    2
                                    BASICS

+      Name                                                                 Type
2        PROGRESS NOTES                                                     CL
3         +PSYCHIATRY CARE                                                  DC
4         +ADVANCE DIRECTIVE                                                DC
5         +ADVERSE REACTION/ALLERGY                                         DC
6         +CRISIS NOTE                                                      DC
7         +CLINICAL WARNING                                                 DC
8         +HISTORICAL TITLES                                                DC
9         +ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
10        +ADDICTION SEVERITY INDEX                                         DC
11        +CONSULTS                                                         DC
12         TEST1                                                            DC
13        +C&P EXAMINATION REPORTS                                          DC
14        +CARE COORDINATION HOME TELEHEALTH NOTES                          DC
15        +FORM LETTERS                                                     DC
+         ?Help   >ScrollRight   PS/PL PrintScrn/List   +/-                  >>>
     Expand/Collapse           Detailed Display/Edit     Items: Seq Mnem MenuTxt
     Jump to Document Def      Status...                 Delete
     Boilerplate Text          Name/Owner/PrintName...   Copy/Move
Select Action: Next Screen// Ex=4   Expand/Collapse
Edit Document Definitions     Nov 12, 2008@17:24:11          Page:    1 of    2
                                    BASICS

+      Name                                                                 Type
2        PROGRESS NOTES                                                     CL
3         +PSYCHIATRY CARE                                                  DC
4          ADVANCE DIRECTIVE                                                DC
5            ADVANCE DIRECTIVE                                              TL
6         +ADVERSE REACTION/ALLERGY                                         DC
7         +CRISIS NOTE                                                      DC
8         +CLINICAL WARNING                                                 DC
9         +HISTORICAL TITLES                                                DC
10        +ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
11        +ADDICTION SEVERITY INDEX                                         DC
12        +CONSULTS                                                         DC
13         TEST1                                                            DC
14        +C&P EXAMINATION REPORTS                                          DC
15        +CARE COORDINATION HOME TELEHEALTH NOTES                          DC
+         ?Help   >ScrollRight   PS/PL PrintScrn/List   +/-                  >>>
     Expand/Collapse           Detailed Display/Edit     Items: Seq Mnem MenuTxt
     Jump to Document Def      Status...                 Delete
     Boilerplate Text          Name/Owner/PrintName...   Copy/Move
Select Action: Next Screen// Copy   Copy/Move
Select Copy/Move Action:  (MT/MD/C/U): MT// COPY
WARNING: Entries can be COPIED without affecting the original, but be careful
where you PUT the copy.  Don't touch entries you are not responsible for.

Press RETURN to continue or '^' or '^^' to exit:
Select Entry to Copy:  (2-15): 5
Copy into (different) Name: ADVANCE DIRECTIVE// TEST1TL

TITLE copied into File Entry #1404
Press RETURN to continue or '^' or '^^' to exit:
Select TIU DOCUMENT CLASS NAME to Add Copy to: TEST1       DOCUMENT CLASS
CWAD's behave differently from nonCWAD documents.
Are you sure you want this Document Class? NO// YES
Copy added to TEST1

Adding the copy Title to a different Document Class may change its behavior
from that of the original.  Adding it to a different CLASS may change it
RADICALLY.  Please test the copy thoroughly before activating it.

Press RETURN to continue or '^' or '^^' to exit:
Edit Document Definitions     Nov 12, 2008@17:25:19          Page:    1 of    2
                                    BASICS

+      Name                                                                 Type
2        PROGRESS NOTES                                                     CL
3         +PSYCHIATRY CARE                                                  DC
4          ADVANCE DIRECTIVE                                                DC
5            ADVANCE DIRECTIVE                                              TL
6         +ADVERSE REACTION/ALLERGY                                         DC
7         +CRISIS NOTE                                                      DC
8         +CLINICAL WARNING                                                 DC
9         +HISTORICAL TITLES                                                DC
10        +ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
11        +ADDICTION SEVERITY INDEX                                         DC
12        +CONSULTS                                                         DC
13         TEST1                                                            DC
14           TEST1TL                                                        TL
15        +C&P EXAMINATION REPORTS                                          DC
+         ?Help   >ScrollRight   PS/PL PrintScrn/List   +/-                  >>>
     Expand/Collapse           Detailed Display/Edit     Items: Seq Mnem MenuTxt
     Jump to Document Def      Status...                 Delete
     Boilerplate Text          Name/Owner/PrintName...   Copy/Move
Select Action: Next Screen// Q   Q

                   --- Manager Document Definition Menu ---

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select Document Definitions (Manager) Option:

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select TIU Maintenance Menu Option:

Do you really want to halt? YES//

Logged out at Nov 12, 2008 5:25 pm
GTM>h

Session 2 make active.

GTM>S DUZ=60 D ^XUP

Setting up programmer environment
This is a TEST account.

Terminal Type set to: C-VT100

Select OPTION NAME: TIU IRM
     1   TIU IRM MAINTENANCE MENU       TIU Maintenance Menu
     2   TIU IRM TEMPLATE MGMT       TIU Template Mgmt Functions
CHOOSE 1-2: 1  TIU IRM MAINTENANCE MENU     TIU Maintenance Menu

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select TIU Maintenance Menu Option: ?

   1      TIU Parameters Menu ...
   2      Document Definitions (Manager) ...
   3      User Class Management ...
   4      TIU Template Mgmt Functions ...
   5      TIU Alert Tools
   7      TIUHL7 Message Manager
          Title Mapping Utilities ...
   6      Active Title Cleanup Report

Enter ?? for more options, ??? for brief descriptions, ?OPTION for help text.

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select TIU Maintenance Menu Option: 2  Document Definitions (Manager)

                   --- Manager Document Definition Menu ---

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select Document Definitions (Manager) Option: ?

   1      Edit Document Definitions
   2      Sort Document Definitions
   3      Create Document Definitions
   4      Create Objects
   5      Create TIU/Health Summary Objects

Enter ?? for more options, ??? for brief descriptions, ?OPTION for help text.

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select Document Definitions (Manager) Option: 1  Edit Document Definitions......
.
Edit Document Definitions     Nov 12, 2008@17:28:21          Page:    1 of    1
                                    BASICS

       Name                                                                 Type
1      CLINICAL DOCUMENTS                                                   CL
2       +PROGRESS NOTES                                                     CL
3       +ADDENDUM                                                           DC
4       +DISCHARGE SUMMARY                                                  CL
5        CLINICAL PROCEDURES                                                CL
6       +LR LABORATORY REPORTS                                              CL
7       +SURGICAL REPORTS                                                   CL

          ?Help   >ScrollRight   PS/PL PrintScrn/List   +/-                  >>>
     Expand/Collapse           Detailed Display/Edit     Items: Seq Mnem MenuTxt
     Jump to Document Def      Status...                 Delete
     Boilerplate Text          Name/Owner/PrintName...   Copy/Move
Select Action: Quit// Ex=2   Expand/Collapse
......................................
Edit Document Definitions     Nov 12, 2008@17:28:26          Page:    1 of    2
                                    BASICS

+      Name                                                                 Type
2        PROGRESS NOTES                                                     CL
3         +PSYCHIATRY CARE                                                  DC
4         +ADVANCE DIRECTIVE                                                DC
5         +ADVERSE REACTION/ALLERGY                                         DC
6         +CRISIS NOTE                                                      DC
7         +CLINICAL WARNING                                                 DC
8         +HISTORICAL TITLES                                                DC
9         +ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
10        +ADDICTION SEVERITY INDEX                                         DC
11        +CONSULTS                                                         DC
12        +TEST1                                                            DC
13        +C&P EXAMINATION REPORTS                                          DC
14        +CARE COORDINATION HOME TELEHEALTH NOTES                          DC
15        +FORM LETTERS                                                     DC
+         ?Help   >ScrollRight   PS/PL PrintScrn/List   +/-                  >>>
     Expand/Collapse           Detailed Display/Edit     Items: Seq Mnem MenuTxt
     Jump to Document Def      Status...                 Delete
     Boilerplate Text          Name/Owner/PrintName...   Copy/Move
Select Action: Next Screen// Ex=12   Expand/Collapse
Edit Document Definitions     Nov 12, 2008@17:28:34          Page:    1 of    2
                                    BASICS

+      Name                                                                 Type
2        PROGRESS NOTES                                                     CL
3         +PSYCHIATRY CARE                                                  DC
4         +ADVANCE DIRECTIVE                                                DC
5         +ADVERSE REACTION/ALLERGY                                         DC
6         +CRISIS NOTE                                                      DC
7         +CLINICAL WARNING                                                 DC
8         +HISTORICAL TITLES                                                DC
9         +ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
10        +ADDICTION SEVERITY INDEX                                         DC
11        +CONSULTS                                                         DC
12         TEST1                                                            DC
13           TEST1TL                                                        TL
14        +C&P EXAMINATION REPORTS                                          DC
15        +CARE COORDINATION HOME TELEHEALTH NOTES                          DC
+         ?Help   >ScrollRight   PS/PL PrintScrn/List   +/-                  >>>
     Expand/Collapse           Detailed Display/Edit     Items: Seq Mnem MenuTxt
     Jump to Document Def      Status...                 Delete
     Boilerplate Text          Name/Owner/PrintName...   Copy/Move
Select Action: Next Screen// Detail   Detailed Display/Edit
Select Entry:  (2-15): 13
Detailed Display              Nov 12, 2008@17:28:45          Page:    1 of    3
                                 Title TEST1TL

  Basics            Note: Values preceded by * have been inherited
            Name:   TEST1TL
  VHA Enterprise
  Standard Title:
    Abbreviation:   ADIR
      Print Name:   ADVANCE DIRECTIVE
            Type:   TITLE
             IFN:   1404
        National
        Standard:   NO
          Status:   INACTIVE
           Owner:   CLINICAL COORDINATOR
          In Use:   NO
  Suppress Visit
       Selection: * NO
+         ? Help       +, - Next, Previous Screen     PS/PL
     Basics                    Technical Fields          Find
     Items: Seq Mnem MenuTxt   Edit Upload               Quit
     Boilerplate Text          Try
Select Action: Next Screen// Basics   Basics
NAME: TEST1TL//
ABBREVIATION: ADIR//
PRINT NAME: ADVANCE DIRECTIVE//

EVERY Local Title must be mapped to a VHA Enterprise Standard Title.

Direct Mapping to Enterprise Standard Title...
Your LOCAL Title is: TEST1TL

  NOTE: Only ACTIVE Titles may be selected...

Select VHA ENTERPRISE STANDARD TITLE:

You didn't select a VHA Enterprise Standard Title...

... Try to map TEST1TL again? NO//

Recording the unmapped LOCAL Title: TEST1TL

TYPE: (TL): TL//   TITLE
CLASS OWNER: CLINICAL COORDINATOR  Replace
SUPPRESS VISIT SELECTION: NO//   NO
STATUS: (A/I/T): INACTIVE// A  ACTIVE

You MUST first map TEST1TL

Direct Mapping to Enterprise Standard Title...
Your LOCAL Title is: TEST1TL

  NOTE: Only ACTIVE Titles may be selected...

Select VHA ENTERPRISE STANDARD TITLE: TEST1TL ??

Select VHA ENTERPRISE STANDARD TITLE: ?
 Answer with TIU VHA ENTERPRISE STANDARD TITLE, or
     SUBJECT MATTER DOMAIN, or ROLE, or SETTING, or SERVICE, or
     DOCUMENT TYPE
 Do you want the entire TIU VHA ENTERPRISE STANDARD TITLE List? Y  (Yes)
   Choose from:
   ACUPUNCTURE CONSULT
   ACUPUNCTURE NOTE
   ADDENDUM
                ^
Select VHA ENTERPRISE STANDARD TITLE: PSYCHIATRY
     1   PSYCHIATRY ADMINISTRATIVE NOTE
     2   PSYCHIATRY ADMISSION EVALUATION NOTE
     3   PSYCHIATRY ATTENDING ADMISSION EVALUATION NOTE
     4   PSYCHIATRY ATTENDING INPATIENT NOTE
     5   PSYCHIATRY ATTENDING NOTE
Press <RETURN> to see more, '^' to exit this list, OR
CHOOSE 1-5: 2  PSYCHIATRY ADMISSION EVALUATION NOTE
    I found a match of: PSYCHIATRY ADMISSION EVALUATION NOTE
         ... OK? Yes//   YES

     Ready to map LOCAL Title: TEST1TL to
VHA Enterprise Standard Title: PSYCHIATRY ADMISSION EVALUATION NOTE.
         ... OK? Yes//   YES
             Done.
 Entry Activated.
Detailed Display              Nov 12, 2008@17:30:41          Page:    1 of    3
                                 Title TEST1TL

  Basics            Note: Values preceded by * have been inherited
            Name:   TEST1TL
  VHA Enterprise
  Standard Title:   PSYCHIATRY ADMISSION EVALUATION NOTE
    Abbreviation:   ADIR
      Print Name:   ADVANCE DIRECTIVE
            Type:   TITLE
             IFN:   1404
        National
        Standard:   NO
          Status:   ACTIVE
           Owner:   CLINICAL COORDINATOR
          In Use:   NO
  Suppress Visit
       Selection:   NO
+         ? Help       +, - Next, Previous Screen     PS/PL
     Basics                    Technical Fields          Find
     Items: Seq Mnem MenuTxt   Edit Upload               Quit
     Boilerplate Text          Try
Select Action: Next Screen// q   Quit
Edit Document Definitions     Nov 12, 2008@17:31:35          Page:    1 of    2
                                    BASICS

+      Name                                                                 Type
2        PROGRESS NOTES                                                     CL
3         +PSYCHIATRY CARE                                                  DC
4         +ADVANCE DIRECTIVE                                                DC
5         +ADVERSE REACTION/ALLERGY                                         DC
6         +CRISIS NOTE                                                      DC
7         +CLINICAL WARNING                                                 DC
8         +HISTORICAL TITLES                                                DC
9         +ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
10        +ADDICTION SEVERITY INDEX                                         DC
11        +CONSULTS                                                         DC
12         TEST1                                                            DC
13           TEST1TL                                                        TL
14        +C&P EXAMINATION REPORTS                                          DC
15        +CARE COORDINATION HOME TELEHEALTH NOTES                          DC
+         ?Help   >ScrollRight   PS/PL PrintScrn/List   +/-                  >>>
     Expand/Collapse           Detailed Display/Edit     Items: Seq Mnem MenuTxt
     Jump to Document Def      Status...                 Delete
     Boilerplate Text          Name/Owner/PrintName...   Copy/Move
Select Action: Next Screen// q   Q

                   --- Manager Document Definition Menu ---

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select Document Definitions (Manager) Option:

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select TIU Maintenance Menu Option:

Do you really want to halt? YES//

Session 3: Entering boilerplate text for pop-up.

GTM>S DUZ=60 D ^XUP

Setting up programmer environment
This is a TEST account.

Terminal Type set to: C-VT100

Select OPTION NAME: TIU IRM
     1   TIU IRM MAINTENANCE MENU       TIU Maintenance Menu
     2   TIU IRM TEMPLATE MGMT       TIU Template Mgmt Functions
CHOOSE 1-2: 1  TIU IRM MAINTENANCE MENU     TIU Maintenance Menu

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select TIU Maintenance Menu Option: ?

   1      TIU Parameters Menu ...
   2      Document Definitions (Manager) ...
   3      User Class Management ...
   4      TIU Template Mgmt Functions ...
   5      TIU Alert Tools
   7      TIUHL7 Message Manager
          Title Mapping Utilities ...
   6      Active Title Cleanup Report

Enter ?? for more options, ??? for brief descriptions, ?OPTION for help text.

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select TIU Maintenance Menu Option: 2  Document Definitions (Manager)

                   --- Manager Document Definition Menu ---

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select Document Definitions (Manager) Option: ?

   1      Edit Document Definitions
   2      Sort Document Definitions
   3      Create Document Definitions
   4      Create Objects
   5      Create TIU/Health Summary Objects

Enter ?? for more options, ??? for brief descriptions, ?OPTION for help text.

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select Document Definitions (Manager) Option: 1  Edit Document Definitions......
.
Edit Document Definitions     Nov 13, 2008@11:03:47          Page:    1 of    1
                                    BASICS

       Name                                                                 Type
1      CLINICAL DOCUMENTS                                                   CL
2       +PROGRESS NOTES                                                     CL
3       +ADDENDUM                                                           DC
4       +DISCHARGE SUMMARY                                                  CL
5        CLINICAL PROCEDURES                                                CL
6       +LR LABORATORY REPORTS                                              CL
7       +SURGICAL REPORTS                                                   CL

          ?Help   >ScrollRight   PS/PL PrintScrn/List   +/-                  >>>
     Expand/Collapse           Detailed Display/Edit     Items: Seq Mnem MenuTxt
     Jump to Document Def      Status...                 Delete
     Boilerplate Text          Name/Owner/PrintName...   Copy/Move
Select Action: Quit// Ex=2   Expand/Collapse
......................................
Edit Document Definitions     Nov 13, 2008@11:03:52          Page:    1 of    2
                                    BASICS

+      Name                                                                 Type
2        PROGRESS NOTES                                                     CL
3         +PSYCHIATRY CARE                                                  DC
4         +ADVANCE DIRECTIVE                                                DC
5         +ADVERSE REACTION/ALLERGY                                         DC
6         +CRISIS NOTE                                                      DC
7         +CLINICAL WARNING                                                 DC
8         +HISTORICAL TITLES                                                DC
9         +ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
10        +ADDICTION SEVERITY INDEX                                         DC
11        +CONSULTS                                                         DC
12        +TEST1                                                            DC
13        +C&P EXAMINATION REPORTS                                          DC
14        +CARE COORDINATION HOME TELEHEALTH NOTES                          DC
15        +FORM LETTERS                                                     DC
+         ?Help   >ScrollRight   PS/PL PrintScrn/List   +/-                  >>>
     Expand/Collapse           Detailed Display/Edit     Items: Seq Mnem MenuTxt
     Jump to Document Def      Status...                 Delete
     Boilerplate Text          Name/Owner/PrintName...   Copy/Move
Select Action: Next Screen// Ex=12   Expand/Collapse
Edit Document Definitions     Nov 13, 2008@11:04          Page:    1 of    2
                                    BASICS

+      Name                                                                 Type
2        PROGRESS NOTES                                                     CL
3         +PSYCHIATRY CARE                                                  DC
4         +ADVANCE DIRECTIVE                                                DC
5         +ADVERSE REACTION/ALLERGY                                         DC
6         +CRISIS NOTE                                                      DC
7         +CLINICAL WARNING                                                 DC
8         +HISTORICAL TITLES                                                DC
9         +ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
10        +ADDICTION SEVERITY INDEX                                         DC
11        +CONSULTS                                                         DC
12         TEST1                                                            DC
13           TEST1TL                                                        TL
14        +C&P EXAMINATION REPORTS                                          DC
15        +CARE COORDINATION HOME TELEHEALTH NOTES                          DC
+         ?Help   >ScrollRight   PS/PL PrintScrn/List   +/-                  >>>
     Expand/Collapse           Detailed Display/Edit     Items: Seq Mnem MenuTxt
     Jump to Document Def      Status...                 Delete
     Boilerplate Text          Name/Owner/PrintName...   Copy/Move
Select Action: Next Screen// Detail   Detailed Display/Edit
Select Entry:  (2-15): 13
Detailed Display              Nov 13, 2008@11:04:42          Page:    1 of    3
                                 Title TEST1TL

  Basics            Note: Values preceded by * have been inherited
            Name:   TEST1TL
  VHA Enterprise
  Standard Title:   PSYCHIATRY ADMISSION EVALUATION NOTE
    Abbreviation:   ADIR
      Print Name:   ADVANCE DIRECTIVE
            Type:   TITLE
             IFN:   1404
        National
        Standard:   NO
          Status:   ACTIVE
           Owner:   CLINICAL COORDINATOR
          In Use:   NO
  Suppress Visit
       Selection:   NO
+         ? Help       +, - Next, Previous Screen     PS/PL
     Items: Seq Mnem MenuTxt   Edit Upload               Quit
     Boilerplate Text          Try
Select Action: Next Screen// Basics   Basics

 Edit Abbreviation, Owner and Status only; Entry not Inactive
ABBREVIATION: ADIR//
CLASS OWNER: CLINICAL COORDINATOR  Replace
STATUS: (A/I/T): ACTIVE// I  INACTIVE
 Entry (& any nonShared Components) Inactivated
Detailed Display              Nov 13, 2008@11:04:53          Page:    1 of    3
                                 Title TEST1TL

  Basics            Note: Values preceded by * have been inherited
            Name:   TEST1TL
  VHA Enterprise
  Standard Title:   PSYCHIATRY ADMISSION EVALUATION NOTE
    Abbreviation:   ADIR
      Print Name:   ADVANCE DIRECTIVE
            Type:   TITLE
             IFN:   1404
        National
        Standard:   NO
          Status:   INACTIVE
           Owner:   CLINICAL COORDINATOR
          In Use:   NO
  Suppress Visit
       Selection:   NO
+         ? Help       +, - Next, Previous Screen     PS/PL
     Basics                    Technical Fields          Find
     Items: Seq Mnem MenuTxt   Edit Upload               Quit
     Boilerplate Text          Try
Select Action: Next Screen// Boilerplate   Boilerplate Text

==[ WRAP ]==[ INSERT ]===============< TEST1TL >=============[ <PF1>H=Help ]====
Test * ID: |PATIENT NAME| is a |PATIENT AGE| yr. old |PATIENT SEX|.
* LEVEL OF CARE: Inpatient{FLD:BBB} Day Patient{FLD:BBB} IOP{FLD:BBB}

<=======T=======T=======T=======T=======T=======T=======T=======T=======T>======
Detailed Display              Nov 13, 2008@11:05:39          Page:    1 of    3
                                 Title TEST1TL

  Basics            Note: Values preceded by * have been inherited
            Name:   TEST1TL
  VHA Enterprise
  Standard Title:   PSYCHIATRY ADMISSION EVALUATION NOTE
    Abbreviation:   ADIR
      Print Name:   ADVANCE DIRECTIVE
            Type:   TITLE
             IFN:   1404
        National
        Standard:   NO
          Status:   INACTIVE
           Owner:   CLINICAL COORDINATOR
          In Use:   NO
  Suppress Visit
       Selection:   NO
+         ? Help       +, - Next, Previous Screen     PS/PL
     Basics                    Technical Fields          Find
     Items: Seq Mnem MenuTxt   Edit Upload               Quit
     Boilerplate Text          Try
Select Action: Next Screen// Basics   Basics
NAME: TEST1TL//
ABBREVIATION: ADIR//
PRINT NAME: ADVANCE DIRECTIVE//

EVERY Local Title must be mapped to a VHA Enterprise Standard Title.

Direct Mapping to Enterprise Standard Title...
Your LOCAL Title is: TEST1TL

  NOTE: Only ACTIVE Titles may be selected...

     The LOCAL Title: TEST1TL
       is already mapped to
VHA Enterprise Title: PSYCHIATRY ADMISSION EVALUATION NOTE

Do you want to RE-MAP it? NO//
... OK, No Harm Done!

TYPE: (TL): TL//   TITLE
CLASS OWNER: CLINICAL COORDINATOR  Replace
SUPPRESS VISIT SELECTION: NO//
STATUS: (A/I/T): INACTIVE// A  ACTIVE Entry Activated.
Detailed Display              Nov 13, 2008@11:06:01          Page:    1 of    3
                                 Title TEST1TL

  Basics            Note: Values preceded by * have been inherited
            Name:   TEST1TL
  VHA Enterprise
  Standard Title:   PSYCHIATRY ADMISSION EVALUATION NOTE
    Abbreviation:   ADIR
      Print Name:   ADVANCE DIRECTIVE
            Type:   TITLE
             IFN:   1404
        National
        Standard:   NO
          Status:   ACTIVE
           Owner:   CLINICAL COORDINATOR
          In Use:   NO
  Suppress Visit
       Selection:   NO
+         ? Help       +, - Next, Previous Screen     PS/PL
     Basics                    Technical Fields          Find
     Items: Seq Mnem MenuTxt   Edit Upload               Quit
     Boilerplate Text          Try
Select Action: Next Screen// q   Quit
Edit Document Definitions     Nov 13, 2008@11:06:03          Page:    1 of    2
                                    BASICS

+      Name                                                                 Type
2        PROGRESS NOTES                                                     CL
3         +PSYCHIATRY CARE                                                  DC
4         +ADVANCE DIRECTIVE                                                DC
5         +ADVERSE REACTION/ALLERGY                                         DC
6         +CRISIS NOTE                                                      DC
7         +CLINICAL WARNING                                                 DC
8         +HISTORICAL TITLES                                                DC
9         +ABNORMAL INVOLUNTARY MOVEMENT SCALE(AIMS)                        DC
10        +ADDICTION SEVERITY INDEX                                         DC
11        +CONSULTS                                                         DC
12         TEST1                                                            DC
13           TEST1TL                                                        TL
14        +C&P EXAMINATION REPORTS                                          DC
15        +CARE COORDINATION HOME TELEHEALTH NOTES                          DC
+         ?Help   >ScrollRight   PS/PL PrintScrn/List   +/-                  >>>
     Expand/Collapse           Detailed Display/Edit     Items: Seq Mnem MenuTxt
     Jump to Document Def      Status...                 Delete
     Boilerplate Text          Name/Owner/PrintName...   Copy/Move
Select Action: Next Screen// q   Q

                   --- Manager Document Definition Menu ---

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select Document Definitions (Manager) Option: q  ??

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select Document Definitions (Manager) Option:

You have PENDING ALERTS
          Enter  "VA to jump to VIEW ALERTS option

Select TIU Maintenance Menu Option:

Do you really want to halt? YES// 

2. Sam Habiel Fri, 14 Nov 2008 02:45:51 -0800

Ignacio,

You usually make a template in the GUI and assign to "Document Titles" part of the tree in your Template editor. Once you choose that specific note title, you will get the template. That's much easier than going in roll-and-scroll and doing it there.

3. I, Valdes Fri, 14 Nov 2008 08:33:50 -0800 (PST)

Yeah, I'd say that's a bajillion times easier than text-based. Now if that only existed for Order Sets? Thanks! -- IV

4. kdtop3 Fri, 14 Nov 2008 16:18:08 -0800 (PST)

Sam,

I learn something new every day. I had never seen that before. Very cool! Does this define a new note title for everyone? Why aren't current definitions in that folder?

Thanks Kevin

5. Sam Habiel Sat, 15 Nov 2008 20:53:47 -0800

Oh yes, Kevin. Once you attach a template to a note title, anybody can access it by selecting that note. You can make it a default note by going to Tools>Options whenever you write a note.

Sam

6. I, Valdes Sat, 15 Nov 2008 20:57:02 -0800 (PST)

A little confused, does that publish it system wide so that anyone can see it in the Progress Note Properties dialog box Title selections? -- IV

7. Sam Habiel Sat, 15 Nov 2008 20:58:46 -0800

Yes. If you attach a note title to a template, anybody with access to CPRS when selecting a note title will have this template pop up.

Sam

8. I, Valdes Mon, 17 Nov 2008 09:08:45 -0800 (PST)

Okay, I've played with it some more. As far as I can tell you can associate it with an already existing note title but it does not seem to create new note titles. If you want custom titles to associate with then you still have to go into text based and define a new title, is that right? -- IV

9. Sam Habiel Mon, 17 Nov 2008 16:56:58 -0800

Correct.

10. Sam Habiel Sat, 15 Nov 2008 20:52:54 -0800

You can make templates and just attach them to what ever note title. You sill have to define the note title in TIU Manager Menu on the roll and scroll side.

Ignacio,

Yes, I would love for Order Set and Order Menus to be designed on the GUI side. It is rather harrowing trying to arrange stuff on roll and scroll.

Sam

11. Ignacio Valdes Mon, 14 Dec 2009 16:07:54 -0600

So if you have a expandable/collapsible template, is it possible to get the expandable/collapsible parts into Boilerplate so that it comes up automatically when the document type is selected? Right now I'm seeing that Boilerplate looks flat and unable to support expandable/collapsible templates. Is that so? -- IV

12. kdtop3 Mon, 14 Dec 2009 14:57:08 -0800 (PST)

Let me expand a bit on Ignacio's question, after talking to him today.

There are at least two ways of getting templates into a document in CPRS. The first is by a template. There are examples of templates from the VA etc that are multi-level. That is to say, that when you check a box, then the template will expand and give the users more questions to ask. When you go into the template editor, these are organized in a hierarchical manner, looking almost like directories and sub-directories.

Eddie made such a template for Ignacio. Ignacio had a questionnaire for nurses to fill out that included a long section about adolescents. He didn't want his staff to have to deal with that part for adults. So Eddie followed the example of the VA templates and put that part in a sub-document (I think the term is "drawer"), and now when this template is launched, there is a checkbox for Adolescents. If that is checked, then the questionnaire is expanded as expected. And if not checked, it is skipped.

Now on to the second way of getting automatic text into a note. And that is with a boilerplate. This is a template that is launched automatically whenever a particular title is selected. If this boilerplate text includes |TextObjects| then the objects will evaluated. For example, |PATIENT NAME| would be turned to the proper name etc.

So Ignacio has copied the template, which works as a template, and pasted it into the boilerplate field for the document definition. Now, when he launches the particular note title, the boilerplate gets executed, and he gets all the dialogs etc that he expected. EXCEPT that the Adolescent checkbox to expand is missing.

So here is the question. Is it possible to have sub-documents, or drawers, or whatever they are called, when using boilerplate text?

Thanks Kevin


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