Using a Template

Your administrator may have created templates for you to use. These templates enable you to send emergency information quickly.

The following types of templates may be available to you:

To create a user-generated alert using a template:

  1. In the Home screen, tap the Chat icon at the bottom of the screen.
  2. Do one of the following:
    • To create a user-generated alert using a template without linking it to a patient, tap Templates in the ribbon at the top of the screen. A list of available templates appears.

      Mass Notifications templates and Staff Events templates appear if your administrator has made them available to you.

    • To create a user-generated alert using a template and link it to a patient, tap Patients to display the list of patients assigned to you. Tap the patient that you want to associate with the template, and tap Templates in the ribbon at the top of the screen.

      Note: If your administrator has not granted you permission to view patient data, a list of patient locations appears instead of a list of patients, and the Templates option is the only option available in the ribbon at the top of the screen.

      To search for a department, patient, or location not shown here, type at least two characters of the department name, the patient's first or last name, or the location name. A list of matches is displayed, with departments listed first, then patients, then locations.

      Note: A location is returned as a search result only if there is no patient there.

      In the list of departments, tap a department to display the list of patients in that department. Then, tap the patient or location that you want to use as the context.

      Patient Events and Location Events templates related to the patient or location context that you have selected appear if your administrator has made them available to you.

  3. In the list of templates available to you, tap the template that you want to use.
    Each template that is available to you displays a TO: field that lists the group that will receive the user-generated alert generated from this template.
  4. If Select A Group is listed in the TO: field for the template, select the group that is to receive the user-generated alert generated from this template. If the template sends a user-generated alert to a specific team member, select the team member.
  5. If the template includes fields to be filled in (for example, the time and location of a staff meeting), in the screen that appears, fill in the fields or edit the existing text in the fields to complete the template.

  6. Tap Send to send the user-generated alert that you have built from the template.