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Dream Factory by TruBridge Ideas Portal
Status Product Owner Review
Categories Notes
Created by Maryanne B
Created on Aug 12, 2022

Allow admin users to add Notes templates and Filters to providers' My Favorites View

As more doctors are moved to Notes, we want to give them the most pleasant experience as they transition to a new documentation platform. One feature that would be most helpful is allowing users with administrative Notes access to add Templates and Filters to the providers' Favorites, so they can easily find them on the My Favorites View pane in the Create Note window. This will save them additional clicks and extensive instruction as they are being set up to use Notes. Similar to Title scripting for physicians in Documentation that click on the Document type and their template automatically pulls, admin users can create this title script for the provider. Notes would make a great first impression on providers if they can see that their templates and filters have already been set up as their favorites so they can start using it right away, instead of having them look for them in the extensive template library and filter toolbox.

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  • Linda Pfeifle
    Reply
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    Jan 24, 2024

    This would be great! We all know providers are busy and want everything ready to go, and we want to give them the best tools to do their job. To be able to push out new templates to users as they are created would be awesome as we cannot always count on the users to add the templates themselves.

  • Stephanie Yoder
    Reply
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    Dec 4, 2022

    Yes Yes Yes!

    We want to make training a new provider as seamless as possible. I like to have everything ready to go for them the firt time they login. So, when setting up a new physician I sign in as them, set the labs to comparative view, set the clinical hx filters to what is typically needed, change the patient summary view to what they typically would want to see and add their notes templates to their favorites. Then reset their password. It would be nice to be able to do all of this without having to sign in under there user.

3 MERGED

Need a way to add Favorites Option in Notes Admin

Merged
Is there is a way to have an option in Notes Admin to be able to save Notes favorites for a user just like we have Physician Order Set Favorites in Tables?
Guest almost 2 years ago in Notes 0 Product Owner Review
11 MERGED

assign note template

Merged
Ability to assign a note template to a user on the admin side. Users could have the templates they are suppose to use assigned to them without needing to select the asterisk next to the title under the template library or have access to the templa...
sara downing about 1 year ago in Notes 0 Product Owner Review