How to Add and Use Templates in EHR 24/7

Templates in EHR 24/7 are customizable HTML-based documents used to add additional documentation to a patient's chart, often in conjunction with SOAP Notes. Designed for repeated use by office staff and providers, templates can be saved, reused, and tailored to fit specific needs. When filled out and added to a patient chart, the completed template appears in the Documents section and can also be attached to Encounters, just like other document types. Below are the steps to manually add templates, access the template library, or request templates from Office Ally support.

Adding a Template

Templates can be added to your account in three ways:

1. Using the Template Library

Step 1: Access the Template Library

• After clicking Add New, click the View Template Library button in the top right corner.

Step 2: Search and Select a Template

• Use the search bar or expand a specialty by clicking the plus sign next to it.

• Click the document title to preview it.

• Click Select to use the document.

Step 3: Confirm and Edit

• A pop-up will confirm that selecting a library template will replace any existing content.

• Click OK to proceed.

• You can manually edit the template using the available tools after it’s been added.

• Click Update to save the changes.

2. Requesting Templates via Email

If you prefer Office Ally to build your templates, you can request this via email:

Step 1: Send Your Request

• Email: support@officeally.com

• Subject: EHR Templates

Step 2: Include the Following in Your Email

• Your Office Ally Username.

• Your Phone Number.

• Instructions for the templates you need.

• Attach your documents (up to 10, one document per attachment).

Step 3: Receive and Use the Templates

• You’ll receive an email reply with the completed templates in HTML format.

• Copy and paste the HTML code into the HTML tab when adding a new template.  

3. Adding A Template Manually

Step 1: Navigate to Templates Section

• Go to Manage Office, then click Templates under the List Maintenance section.

• Click the Add New button to begin creating a new template.

Step 2: Select a Template Type

• Choose from:

• Letter (Letter/Report)

• Letter (Mass Mailing)

• HTML Form

• Image

• Most users select HTML Form, which allows you to fill out the template directly in the patient chart.

Step 3: Enter Template Description

• This is the name you’ll use to identify the template later.

Step 4: Select a Document Type

• Choose a category from the drop-down list to help organize your template.

Step 5: Build the Template

• Use the available tools to add editable tables, dropdowns, radio buttons, and checkboxes.

• Alternatively, click the HTML tab (bottom left) to enter or paste HTML code directly.

Step 6: Save the Template

• Click Update to save your new template.

Using Templates in the Patient Chart

You can access saved templates from two locations within the Patient Chart:

1. Location 1: From the Top Menu

• Hover over Documents and select Add Document (Templates).

• Choose from your saved templates by category.

2. Location 2: From the View Progress Notes/Encounters Page

• Above the note, hover over Documents and select Add Document.

3. For Both Locations: Fill Out and Save the Template

• Complete the template using the features provided.

• Click Update to save the document.

• The document will be stored under Documents in the top menu and linked to the Progress Note (if added from the menu above the note).

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