eChart Templates
Documentation Copyright © 2022 by Adrian Starzynski under the Creative Commons Attribution-Share Alike 3.0 Unported License
Writing repetitive encounter notes is very time consuming and tedious. Thankfully there is a great way to create/edit/use encounter note templates (eChart templates)!
Use Existing eChart Templates
OSCAR comes stocked with over 100 eChart templates by default.
To insert an eChart template into your encounter note, type the name of the eChart template into the “Search Everything Box” and select it:

And just like that, the contents of the template are added to your note!

Managing Templates
Adding a Template
Add from Administration
- Go to Administration
- Click “Insert a Template” (depending on your system this may alternatively be called “Manage eChart Templates”)
- Type the Template Name and text
- Click “Save”
The template will now be available for use in the eChart

Add from eChart
1. Click on the Dropdown “Templates”

2. Click “New / Edit Template” and you will see the same familiar ADD/EDIT A TEMPLATE screen as above

Editing Templates
Edit from Administration
- Go to Administration
- Click “Insert a Template” (depending on your system this may alternatively be called “Manage eChart Templates”)
- Select the name of the template that you want to edit from the dropdown
- Edit it, and click “Save”
Edit from eChart
Sometimes you just need to edit an eChart templates directly from the chart…
Thankfully there is a handy dropdown in the eChart called Templates.
1. Click the “Templates” dropdown menu

2. If you click “New / Edit Template” you will see the standard ADD/EDIT A TEMPLATE screen. If you want to directly edit a template, select it from this dropdown and it’s edit screen will pop up.
