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Design Groundwork Exploration – Noting Using Templates (PDF format)

Groundwork – Noting Using Templates

Introduction

The Design Groundwork Exploration – Noting Using Templates document examines how to access and populate electronic data entry structures (‘templates’) in a clinical environment.

This document considers these aspects of noting using templates:

Searching within data fields
The manifestation of templates
The structure of templates in terms of sections and fields

The document focuses on the entry of data into an acute medical admissions form implied by the relevant headings from the UK Royal College of Physicians (RCP) work on Standards for Record Keeping.

Note:

The ideas presented in this document are for community preview and consultation only. Further design and patient safety assessments are required to finalize the content as CUI Design Guidance.

Summary

The design exploration addresses the following scope areas:

Basic searching – Layout and ordering of search results
Section search – Accessing the feature, displaying results, inserting sections
Additional template search – Labeling, displaying alongside internal results
Search on abbreviations – Labeling, prioritization in results
SNOMED CT^® search trigger – Triggering, display, access
Free text trigger – Tagging, display, access
Browsing – Location of browse, default visibility
Revisiting and adding templates – Opening an existing section, opening new fields
Reordering – Standard reordering, reordering by entry