Embeddable Encounter Templates

An embeddable encounter is a flexible encounter template that can be inserted into another encounter. Embeddable encounters are used for more focused and concise documentation needs, such as quick notes for tech appointments (such as a vaccine-only visit), data entry that doesn’t require full SOAP structure, or body maps.

Org admins can create and manage embeddable encounter templates in More > Admin > Configure > Encounter Types. When adding or editing an encounter template, set the Is Embeddable? option to Yes.

Embed an Encounter Template

  1. In a patient’s open encounter, select the Add New Section icon docs_add_on_24dp_101820_FILL0_wght400_GRAD0_opsz24.png to add an embeddable encounter template. This opens the Append New Template window.

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  1. In the pop-up window, select the embeddable encounter template you want to use, then select Add!

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The embeddable encounter template displays beneath the section from which you opened the Append New Template window.

Example:

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