Similar to Word or Google Docs, these templates offer rich text formatting capabilities and can be used for various purposes, from clinical notes to patient questionnaires.
Key Features
Rich Text Formatting
Text styling options:
Bold, italics, and underline
Highlighting
Multiple heading levels
Structured content organization:
Numbered lists
Bullet points
Checkboxes
Clinical data integration:
Customizable placement of medications, allergies, and diagnoses
Real-time diagnosis management within notes
Refreshable medication and allergy updates
Template Management
Access templates via Settings → Note Templates
Edit existing templates at any time
Changes automatically apply to all future notes
Create templates for:
Clinical documentation
Patient questionnaires
Standardized reports
External documentation
Using Templates
Creating Notes
Navigate to the patient chart
Click "New Note"
Select "Custom Templates" from the sub-menu
Choose your desired template
Managing Clinical Data
Add and edit diagnoses directly within the note
Click the refresh button to update medications and allergies
Customize where clinical data appears in your template
Current Limitations
Formatting Restrictions
Tables are not currently supported
Drop-down menus are not available
Cannot nest templates within other templates
Pre-Defined Templates
The following remain in the standard Osmind template system and cannot be customized:
Spravato REMS template
Ketamine template
Clickable Mental Status Exam (MSE)
Getting Started
Visit the Settings page
Navigate to Note Templates
Create your first template using the rich text editor
Test your template by creating a new note
Refine the template based on your workflow needs
Here is a short video on getting started with custom note templates.
Tips
Plan Your Template Structure: Think about where you want medications, allergies, and diagnoses to appear and set up the structure accordingly.
Regularly Review Templates: Periodically reviewing your templates in Settings ensures they stay aligned with your documentation needs.
Use Checklists for Common Tasks: Create checklists by adding brackets (e.g.,
[ ]) in your templates for repeatable actions or assessments. Clinicians can then mark items as complete by adding an "X" (e.g.,[X]). This workaround can make templates more functional even without built-in checkbox functionality.
FAQ
Q: Can I include interactive elements like drop-downs?
A: No, drop-down menus are not supported at this time. However, checkboxes are available to create lists or steps.
Q: What if I need to use a table?
A: Tables aren’t supported in Custom Note Templates, but you can use lists and headings to organize information.
Q: Can I customize templates specific to regulatory requirements?
A: Yes! You can create templates for reports and documents frequently shared with external parties, ensuring compliance with documentation standards.
Custom Template Library
Please join the Osmind Template Library within the Practice Community!
This feature is designed to save time, improve organization, and give you flexibility in managing documentation needs across various clinical scenarios. For further assistance or questions, please reach out to our support team.