How to create/edit FFI templates


This guide gives step by step instructions on how to create your own templates, while preserving the “study links” that I have made for the system templates.

Fluency does not automatically “know” that a given template should be used for a particular study. For instance, a CT abdomen and pelvis with contrast template will have to be manually “linked” to particular study codes, which are also particular to the electronic medical record system/radiology information system (RIS) used at the specific hospital.

Cerner (EMMC, Inland, BHMH, CA Dean), Epic (SJH) and CPSI (PVH, MRH, Mayo) all have their individual exam codes for a CT abdomen and pelvis with contrast study, all of which have to be linked to the template that we made.

The guide here will allow you to edit templates to your liking while preserving all the links that have already been made to the appropriate study codes.

1.  “Launch scratchpad” – this just creates a blank document for us to work on.

2. “Find Template”

3. Select “SYSTEM TEMPLATES ONLY” under Owner.

4. Select the system template closest to what you want to create or edit. As an example we will use “CT ABDOMEN AND PELVIS WITH CONTRAST”.

IMPORTANT – click “COPY TO MY TEMPLATES” then click “INSERT”. This will copy the system template to your own template section, preserving all the study links in the system template.

5. Now you can DELETE your scratchpad document. We don’t need this anymore.

6. Now to go the wrench icon at the top left (or the guy with stethoscope icon) and “Manage My Templates”.

7. A list of your personal templates should appear. The “CT ABDOMEN AND PELVIS WITH CONTRAST” that we copied in the earlier steps shows up here, for instance.

Note the numerous numbers under the “Procedure Code” heading for this template. These are all the various studies that are “linked” to this template, like CT Abd/Pelvis w/con at EMMC/Cerner, CT Abdomen&Pelvis w/contrast at SJH etc. This template will show up inserted as default for these studies, whenever you start a dictation for any of these.

Click “Edit”:

8.  Now you can edit this template to your heart’s desire. After you have edited, “Save” and you are done.

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