Template Library > Template List

From the Template Library, a list of all templates displays. To find a template that contains a specific word(s), enter the word(s) in the filter field. Select the X icon to clear the filter.

Selecting Show deleted will display all templates that have been deleted with a light red highlight in the template list. This check box has sticky functionality. If a user logs out or changes patients, the selection of the check box will be saved and display at the next login or patient.

Selecting Show Unpublished will display all of the templates that are unpublished. This check box has sticky functionality. If a user logs out or changes patients, the selection of the check box will be saved and display at the next login or patient. A user who only has Template Library access will not have access to the Show Unpublished check box.

The Template Library grid displays several columns to identify the template. The following options are available to display:

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: Displays the templates that are selected to as favorites under Templates filter within the Create Note panel. A blue star displays when the template is selected as a favorite and a grey star displays when it is not selected as a favorite. Selecting the star when it is grey will mark it as a favorite template which displays the blue star.

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: Displays when a template is published/unpublished. A green P displays when the template is selected as published and a grey P displays when it is not. Unpublished templates are only available to the user who created the template. A user with administrative abilities may publish and unpublish any template. Users with only creator abilities may only publish and unpublish templates they have created. Selecting the P will publish/unpublish the template. When the P is selected the following message will display "Are you sure you want publish/unpublish this template?" Selecting Yes will publish/unpublish the template and selecting No will cancel the action.

•	: Displays when a template is a TruBridge created template and may not be edited. TruBridge templates may only be selected as unpublished if they are not going to be used by the facility.

•	Name: Displays the title of the template.

•	Creator: Displays the initial author of the template. CPSI templates will display with SYSTEM as the creator.

•	Created On: Displays the date and time the template was initially created.

•	Modified On: Displays the date and time the template was last edited.

NOTE: The default view for the List view is: Name, Creator, Created On.

The grid may also be personalized to display the template listing using the options listed below:

•	Change the Column Order: The columns may be placed in any desired order by selecting a column and dragging it to the desired order number. For example, if the Creator field should display in the first column, select Creator and drag it in front of the Name column.

•	Show/Hide Columns: In any column, select the hamburger icon, then select the column icon. This area determines what columns display. A check mark means the column is displaying. The default grid and column options display as listed above within Note List grid.

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Change the Width and Sort Columns: There are several sorting and column width options. The first sort option is to select a column, this will auto sort with an arrow displayed. When the arrow is pointing up, it sorts the data in ascending order. When the arrow is pointing down, it sorts the data in descending order. Selecting the column again will remove the arrow. Selecting the hamburger icon is another way to further perform column setup. The following sorting and column width options are available:

o	Pin Column: Allows the column to be moved to the far right or left of the grid. The following options are available:

▪	Pin Left: Pins the column to the far left of the grid, displaying in the first column.

▪	Pin Right: Pins the column to the far right of the grid, displaying in the last column.

▪	No Pin: Removes the selected pin and places the column back in its original location.

o	Autosize This Column: Allows the selected column to autosize the width of the information displaying.

o	Autosize All Columns: Allows all columns to autosize the width of the information displaying.

Group by: Allows the columns to be sorted by whichever column is selected. For example, if Creator is selected, then Group by will display as Group By Creator. It will sort the columns by the Creator adding a plus sign icon to the first column, then when selected, will expand a listing of each template that was created by the selected user. Selecting the minus sign icon will close the listing.

o	Reset Columns: Allows the TruBridge EHR default setting of the columns to be reapplied.

o	Tool Panel: Allows the column Tool Panel to display on the right hand side of the Template List screen for easy access to edit the grid display. To re-hide the tool panel, select any column and reselect Tool Panel. The following options are available within the Tool Panel:

▪	Show/Hide Columns: See Show Hide Columns above for more information.

▪	Row Groups: Allows the rows to be grouped by the column that is dragged to the Row Group area. For example, dragging Creator to the Row Group area will sort the rows into single rows of each user that created a template. See Group by above for more information.

▪	Values: Currently TruBridge Use Only

•	Search the Columns: Select the hamburger icon and then select the filter icon. This allows the templates to be searched via the following search options:

o	Alphabetical/Numerical Columns:

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Equals

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Not Equal

▪	Starts With

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Ends With

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Contains

▪	Not Contains

o	Date/Time Columns

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Equals

▪	Greater Than

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Less Than

▪	Note Equal

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In Range

NOTE: All changes made to the Template List grid will save automatically to the users UBL.

Selecting the double sided arrow in the top right hand corner of the the Note List panel will display the Note List panel full screen. Selecting it again will re-collapse it within the 3 panel view. Selecting the X icon will close out the template panel.

NOTE: CPSI (TruBridge) templates may not be edited or deleted. If one of these templates needs to be edited, the template may be copied to a new template and edited with a new name.

Select Web Client > Charts > Patient > Notes > Template Library

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Template Library