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Dream Factory by TruBridge Ideas Portal
Categories Notes
Created by Kenneth Langworthy
Created on Feb 11, 2025

NOTES TEMPLATES I NEED A LIST/REPORT OF TEMPLATES

We lack a report for NOTEs templates. A simple listing of the templates is the basic need. We need this audit tool. Badly.

We have no way to audit the templates as a list. The remedial given was to group the templates by NOTE type and screen print the list. Reference situation 10212530.

The report should (at minimum) have the following:

  1. Template name

  2. note type

  3. published (Y or N)

  4. creator, create date

  5. last modified date

  6. Field to indicate published, unpublished, and deleted

There need to be options to run the report by point 6. We would need the ability to run the report for published, unpublished, deleted, or for all three options.

The report should simply list out the information as described above.

The need is driven by an template audit that is being done for Joint Commission Requirements. We are updating NOTE templates to Joint Commission Requirements. WE need a system/EHR generated list for documentation purposes.


Thank you very much!

  • Attach files
  • Sachin Shah
    Reply
    |
    Feb 17, 2025

    You can probably just do a SOAP note for acute care big hospitals. You would need a template for each doctor in smaller facilities and ambulatory surgical centers.

  • Kenneth Langworthy
    Reply
    |
    Feb 12, 2025

    To get the needed report, I screen shot the list of NOTEs templates. Then ran the image through an AI application (CHATGPT) to convert image to text. Output to xls.