Template Design Guide

(Please note that the steps below are specific to EMIS web, however, each GP system will be equipped with similar functionality)

1) Choose Configuration and then Template Manager


2) Select add a new Folder


3) Once folder is created then right click and select new template


4) Name the folder and the template


5) Double click Clinical Code on left of the page


6) A new window will appear and it requests you to enter a coded entry.

(please remember  this is auditable information so be specific) Example: High risk Drug Monitoring is appropriate code for Schedule2,3 Controlled drugs. Hypnotic monitoring is appropriate for Z-drugs and Benzodiazepines, Chronic pain management is appropriate code for pain review. You only need to look for the description and not the Codes, unless you know the exact code ID. I recommend to add prompt for user asking for documenting indication in this area.


7) Another coded entry may also be added such as Current medication list as reported by patient (EMIS code 8BMT).  

Here you add the question that will appear for the user of the Clinical code above.  You are free to choose a question that most appropriately described the Clinical code.


8) Select options and save (Repeat from step 4 for each clinical code)

You may tick the option of free text. You also can have predefined text here.

Select the option if this is mandatory for the user to fill. Remember if you check mandatory field, your user will be unable to save a template unless one fills this information. This has both pros and cons. Advantage being that if a documentation of INR is essential for Warfarin then unless this is filled in the template can’t be saved. On the contrary if this particular information is difficult to fill your user may navigate away from the template altogether. (Screen shots available under step 11)

Choose Consultation Section by clicking on the drop down menu. You have a choice of Problem, Assessment, Examination, Family history, Procedure, Result, Social, Additional , Test request and Comment. This helps structure the final draft of a saved template so choose wisely.


9) From the left section you may choose a Code Pick list.

This is useful to help provide a list of pre-coded answer for your question. Example Prompt → Smoking status, Code pick list →Current smoker, Ex-Smoker, Stopped Smoking, Rolls own cigarettes, Cigar smoker, passive smoker, not a passive smoker etc. Do not forget to assign your code pick list to appropriate section of consultation as point No.8


10) From the left section you may choose text pick list. T

his is useful if your question/answers are not available on code library. Example Prompt → Agreement of care plan, Text pick list →Patient agrees to continue with the same dose, A reduction in dose agreed, One off issue, Further supply subject to review etc. Do not forget to assign your text pick list to an appropriate section of consultation as point No. 8


11) From the left section of template building page now choose diary entry prompt.

This can be a review date or date for the next Blood test.