Introduction


Title X template is workflow when needing to document for family planning visits. There are 3 sections in the template: Medical assistants, Patient Care Coordinators, and Providers. After saving and the closing document will generate to save on encounter.


Topics Covered

  • Accessing the template
  • Navigation 
  • Panels: MA, PCC, and Provider

Accessing the Template


1. The Title X template is available through the Intake and SOAP template as a sublink.


Navigation


A. Title X Counseling Results grid- shows what was entered/competed in the template.

B. Currently pregnant indication 

C. Panel control- tools to navigate through the template

D. Panel- MA's, PCC, and Provider panel. Click the arrow to open panel(s).

E. Actions buttons- Save & Close and cancel.


Panel


MA's Panel

1. Check all that apply.

2. Check if the patient is Opt. out or Opt. In for texting (not appointment reminder consent) 

3. If texting opt. in is marked, the contact information will prompt. Enter all the information.

4. Click on the white boxes to display picklist to select from.

5. After entry, click the 'Save & Close' button.

Note: Entry will display on the grid, this will indicate what information was entered in the template.


PCC Panel

1. Check all that apply.

2. After entry, click the 'Save & Close' button.

Note: MA's will be entering the texting opt. in information, review with the patient before saving and closing the template. The document will re-generate after save and close the template. 


Providers

1. Check all that apply.

2. After entry, click the 'Save & Close' button.

Note: Previous entry from today's encounter will display on the top result grid. The document will update after saving the entry.