Focus on practitioner preference, end users when you update E/M templates

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Note:  The following article synopsis was NOT provided by HCPro. It was created by Find-A-Code/innoviHealth.

Article Overview

This article discusses how practices can review and revise EHR templates in anticipation of evaluation and management documentation changes for ambulatory care. It focuses on collaboration between treating practitioners and coding staff, the practical use of notes by clinicians, and how records support communication with other health care professionals and patients through modern portal access. The piece is aimed at physicians, practice leaders, and coding professionals who help update documentation workflows.

Why This Topic Matters

Template design affects documentation usability, clinician workflow, and communication across care teams and with patients. The article is relevant for practices preparing their notes and EHR structure for changing office and outpatient documentation expectations.

Article Sections

  1. Template updates and upcoming E/M changes

    Introduces the need to review electronic health record templates in advance of ambulatory evaluation and management changes. Discusses the general impact on office and outpatient documentation workflows.

  2. What practitioners want

    Focuses on clinician preferences and the importance of tailoring templates to how physicians actually use their notes. Emphasizes personal workflow considerations during template redesign.

  3. How practitioners use the record

    Addresses how clinicians review and write notes for their own reference and for continuity of care. Covers broad themes of note structure, relevance, and streamlining.

  4. Who will use the medical record

    Explains that notes are read by more than one audience, including other professionals and patients. Highlights the role of records in communication and shared access settings.

  5. Resources

    Lists related webinars and follow-up materials referenced by the article for further education on documentation and coding updates.

What You Will Learn

  • Why practices are revisiting EHR templates now
  • How practitioner preferences affect documentation design
  • What roles coding staff and clinicians play in template revision
  • How note use and audience influence template choices
  • What broader documentation themes are tied to ambulatory E/M changes

Who Should Read This

  • Physicians
  • Practice administrators
  • Coding staff
  • Revenue cycle professionals
  • Clinical documentation improvement staff

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