CL-014Clinical Documentation
Template Governance
Clinical Experience & Provider Productivity
Recommended pathTo be confirmed with PRN
- Capability status
- To be confirmed with PRN
- Transformation phase
- To be confirmed with PRN
- Effort
- To be confirmed with PRN
Current State / What We Learned
Observed today, as captured in the corrected assessment.
PRN primarily uses company-wide templates; Jeff wants flexibility for provider- or practice-level templates
Desired Future State
The target way of working PRN and Raintree are aiming for.
Establish appropriate enterprise and local template governance
Requirement / Gap
Support controlled flexibility without creating template sprawl
Raintree Recommended Path
- Define governance model for enterprise, regional, clinic, and provider templates
- GLOBALTEMPL = E is the security right needed for the ability to modify and save a global TVIST note template. Recommend creating a naming convention to help clinics / regions create specific templates as the table containing all templates is shared across the database.
- Individual providers do have the ability to create note templates for themselves.
- Individual providers should leverage individual abilities such as abbreviations, picklist templates, and favorites lists within picklists. This eliminates the master templates table becoming too cluttered.
Dependencies / Considerations
Compliance, maintenance, and standardization
Outstanding Questions / Decisions
Which template levels should PRN permit?
Evidence
Evidence for this opportunity is captured in the corrected Detailed Transformation Assessment.
Source
Detailed Transformation Assessment (Corrected)Related opportunities
Related by workstream and subject matter. These are not stated dependencies unless the assessment says so.

