edgeMED Help Center > Electronic Health Records > EHR
Interoperability and quality measures reports.
Add or Remove Encounter Templates
Search for a patient and launch the Patient Dashboard. Click Encounters or (E) on the left side navigation. Next, click the Add Encounter button on the right of the screen.
Click Manage Forms.
To Add a Template
Click Custom, Suggested, or All.
Browse by scrolling, or search by specialty, form name, or keyword using the Search box within the All tab.
See a brief description of the template by hovering over the row. You can preview encounter forms using the Preview icon to the right of the form name.
Select the checkbox to the left of one or more forms and then click Add Selected Forms to add a form to your personal encounter list.
The Favorites tab of the Manage Forms window shows the encounter forms that are currently in your personal list.
To Remove a Template
To remove a form from your list, click the red x to the right of the form name.
To Change Sort Order
To change the sort order of the forms, select the checkbox for Manually Order Forms. This will rearrange the order that the forms are listed when selecting a template to create a new encounter. The default sort order is alphabetical. Use the arrows to the left of the template description and specialty to rearrange the order that the templates are listed. Click Save to update the order.
Why get a custom template?
edgeMED offers a wide variety of pre-made templates in the EHR, but we also offer custom made encounter templates allowing your practice to seamlessly transition from paper to electronic records, or from another product.
What options are available?
Our Smart Form encounters are versatile and allow you to incorporate checkboxes, text-boxes, radio buttons, and dropdown lists. We can also incorporate any of our standard plugins, which communicate with the Patient Dashboard and Patient Health Records (PHR) portal, letting you work "smarter, not harder" and eliminates the need to re-enter patient information for every encounter.
The following encounter plugins are available:
Vitals
Medical History
Surgery History
Hospitalization History
Implantable Device History
Allergy History
Medication History
Family History
Social History
Current Medications
Allergies
Immunization
Diagnosis (also links to the Billing product!)
Coding (also links to the Billing product!)
Get started
For each custom template that you would like created, email a Word or PDF document outlining the template to help@edgemed.com. Please include any text boxes, checkboxes, dropdown menus, etc. that you would like in the template.
Once our template team receives your documents, they will review the request and schedule a screen share consultation if additional clarification is needed.