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Veradigm EHR Template Guide

Wesley Combs avatar
Written by Wesley Combs
Updated over a week ago

Veradigm EHR Template Guide

Article Type: Integration Guide
Target Audience: Veradigm EHR Users
Last Updated: January 2026

Overview

This guide explains how to configure and use custom note templates in Ambient Scribe with Veradigm EHR integration. Templates must follow specific naming conventions and section formats to properly map content to your EHR.

Prerequisites

Before setting up custom templates:

  1. Ensure you have Veradigm EHR integration enabled

  2. You must have appropriate permissions in Veradigm to save notes

  3. Your account must be configured for the specific note types you want to use

Template Naming Convention

Important: To ensure your template works with Veradigm, include [Veradigm] or {Veradigm} in the template name.

Examples:
- Office Visit [Veradigm]
- Follow-up Visit {Veradigm}
- [Veradigm] Progress Note

For detailed naming conventions, see EHR Template Naming Conventions.

Supported Sections (Current - 6 Sections)

Veradigm integration supports these 6 distinct sections for precise control over where content appears in your EHR notes:

Section Name

Description

Veradigm Mapping

Chief Complaint

Patient's primary concern

CC section

History of Present Illness

Detailed history of current issue

HPI section

Review of Systems

System-by-system review

ROS section

Physical Exam

Examination findings

PE section

Assessment

Clinical assessment

Assessment section

Plan

Treatment plan

Plan section

Note: Previously, some sections were combined (e.g., Assessment and Plan). They are now saved as separate sections for better organization.

Setting Up Your Template

Step 1: Navigate to Template Settings

  1. Navigate to Settings in Ambient Scribe

  2. Select Note Templates

  3. Click New Template

Step 2: Configure Your Template

Template Name: Enter a descriptive name with the Veradigm identifier
- Example: Office Visit - 6 Sections [Veradigm]
- Example: Follow-up Visit {Veradigm}

Note Format: Use the 6-section format shown in the examples below

Complete Template Examples

Each template has three parts you can copy and customize:

Complete Office Visit (All 6 Sections)

Name:

Office Visit - Complete [Veradigm]

Instructions:

[Chief Complaint]
- Capture the patient's main concern in their own words
- Keep it brief and focused on the primary issue
- Include duration if mentioned[History of Present Illness]
- Provide a detailed narrative of current symptoms
- Include onset, duration, location, characteristics
- Document associated symptoms and modifying factors
- Note impact on daily activities
- Include relevant past medical history[Review of Systems]
- Conduct a systematic review of body systems
- Include both pertinent positives and negatives
- Focus on systems related to chief complaint
- Document: Constitutional, HEENT, Cardiovascular, Respiratory, GI, GU, Musculoskeletal, Neurological, Skin[Physical Exam]
- Document vital signs if mentioned
- Include all examination findings
- Note both normal and abnormal findings
- Be specific about location and characteristics
- Include relevant negative findings[Assessment]
- Provide clinical assessment of the patient's condition
- List differential diagnoses if appropriate
- Include reasoning for primary diagnosis
- Note any concerning findings[Plan]
- List all treatment recommendations
- Include medications with specific dosing
- Document diagnostic tests ordered
- Note referrals and consultations
- Include follow-up instructions
- Document patient education provided

Example Output:

Chief Complaint
Persistent headaches for 3 weeks.History of Present Illness
The patient reports experiencing daily headaches for the past 3 weeks. The headaches are described as bilateral, pressure-like pain primarily in the frontal and temporal regions. Pain intensity ranges from 4-7/10. Headaches typically worsen throughout the day and are aggravated by stress and computer work. Partially relieved by ibuprofen 400mg. Associated with mild photophobia but no nausea or visual changes. No history of similar headaches. Patient notes increased work stress recently.Review of Systems
Constitutional: No fever, chills, or weight loss
HEENT: Headaches as noted, mild photophobia, no vision changes, no nasal congestion
Cardiovascular: No chest pain or palpitations
Respiratory: No shortness of breath or cough
Gastrointestinal: No nausea or vomiting
Neurological: No focal weakness, numbness, or dizziness
Musculoskeletal: Mild neck stiffness notedPhysical Exam
Vital signs: BP 128/82, HR 76, RR 14, Temp 98.4°F
General: Alert and oriented, appears mildly uncomfortable
HEENT: Pupils equal and reactive, no papilledema, mild tenderness over temporal regions
Neck: Mild trapezius muscle tension, full range of motion
Neurological: Cranial nerves II-XII intact, strength 5/5 throughout, reflexes 2+ and symmetricAssessment
Tension-type headaches, likely related to stress and poor ergonomics. No red flags for secondary headache disorders. Differential includes migraine without aura, though pattern more consistent with tension-type.Plan
1. Prescribed naproxen 500mg PO BID PRN for headache
2. Recommend stress management techniques including regular breaks from computer work
3. Ergonomic assessment of workstation
4. Trial of progressive muscle relaxation exercises
5. If no improvement in 2 weeks, consider prophylactic therapy
6. Return in 4 weeks or sooner if worsening symptoms
7. Educated on headache diary to track triggers

Focused Visit (4 Sections)

Name:

Focused Visit [Veradigm]

Instructions:

[Chief Complaint]
- State the primary reason for visit
- Use patient's own words when possible[History of Present Illness]
- Document relevant history for focused problem
- Include symptom details and timeline
- Note previous treatments tried
- Include pertinent review of systems[Assessment]
- Clinical assessment of the presenting problem
- Include most likely diagnosis
- Note any important differential considerations[Plan]
- Treatment plan specific to the problem
- Include medications and follow-up
- Document any testing needed

Example Output:

Chief Complaint
Sore throat for 2 days.History of Present Illness
Patient presents with 2-day history of sore throat that began suddenly. Describes severe pain with swallowing, rated 8/10. Associated with fever to 101°F and fatigue. Denies cough, runny nose, or known sick contacts. Has been taking acetaminophen with minimal relief. No difficulty breathing or drooling.Assessment
Acute pharyngitis, likely streptococcal given fever, absence of cough, and pharyngeal erythema with exudate. Rapid strep test positive.Plan
1. Amoxicillin 500mg PO BID x 10 days
2. Continue acetaminophen for fever and pain
3. Increase fluid intake
4. Return if not improved in 48-72 hours
5. Advised to avoid close contact with others for 24 hours after starting antibiotics

Quick Follow-up (3 Sections)

Name:

Quick Follow-up {Veradigm}

Instructions:

[History of Present Illness]
- Document interval history since last visit
- Note response to treatment
- Include any new or ongoing symptoms[Assessment]
- Current status of condition
- Note improvement or concerns
- Update diagnosis if needed[Plan]
- Continue or modify treatment
- Schedule next follow-up
- Address any new issues

Example Output:

History of Present Illness
Patient returns for 1-week follow-up of acute sinusitis. Has completed 5 days of amoxicillin with significant improvement. Facial pressure and pain have resolved. Mild residual nasal congestion remains but improving daily. No fever since day 3 of antibiotics.Assessment
Acute sinusitis, resolving with antibiotic therapy. Significant clinical improvement noted.Plan
1. Complete full 10-day course of amoxicillin
2. Continue saline nasal rinses
3. No additional medications needed
4. Return if symptoms recur
5. Preventive measures discussed including hand hygiene

Section Flexibility

The system recognizes sections with:
- Case variations: "chief complaint" = "Chief Complaint" = "CHIEF COMPLAINT"
- Bracketed format: [Chief Complaint] is also valid
- With/without "Section": "Review of Systems" = "Review of Systems Section"

Template Best Practices

  1. Include All Relevant Sections: Use all 6 sections when appropriate for comprehensive documentation

  2. Section Order: While not required, maintaining the standard medical note order improves readability

  3. Empty Sections: It's okay to include section headers even if some might be empty for certain visits

  4. Consistent Naming: Use the exact section names listed above for reliable mapping

Tips for Optimal Use

For Comprehensive Visits:

  • Include all 6 sections

  • Ensure thorough documentation in each section

  • Use for new patient visits or complex cases

For Focused Visits:

  • Include only relevant sections

  • Minimum recommended: Chief Complaint, HPI, Assessment, Plan

  • Use for follow-ups or single-issue visits

For Specialty Practices:

  • Customize which sections to include based on specialty needs

  • Maintain at least Assessment and Plan for all visits

  • Consider practice-specific section emphasis

Common Use Cases

Use Case

Recommended Sections

Primary Care Office Visit

All 6 sections

Specialist Consultation

HPI, Physical Exam, Assessment, Plan

Follow-up Visit

HPI, Assessment, Plan

Urgent Care Visit

Chief Complaint, HPI, Physical Exam, Plan

Troubleshooting

Sections not appearing in Veradigm

  • Verify section headers match exactly (see supported sections above)

  • Ensure each section header is on its own line

  • Check for typos or extra characters

  • Confirm template name includes [Veradigm] or {Veradigm}

Content in wrong sections

  • Review section header spelling

  • Ensure no duplicate section headers

  • Verify proper line breaks between sections

Missing sections in EHR

  • Confirm your Veradigm account has access to all note sections

  • Some Veradigm configurations may limit available sections

  • Contact your EHR administrator if sections are restricted


Legacy Section Mapping (4 Sections)

Note: The information below describes the previous 4-section mapping format. While still supported for compatibility, we recommend using the 6-section format above for new templates.

Physical Examination (PE)

  • What to look for: The exact text headers "Objective" and "Physical Exam"

  • How it works: The system searches your note for these headers. If both are present, the content under both is combined.

  • Purpose: This combined text is used to capture your physical exam findings and observations.

Review of Systems (ROS)

  • What to look for: The exact text header "Review of Systems"

  • How it works: Only the text under this header is extracted.

  • Purpose: This section is used for a systematic review of the patient's body systems.

Reason for Visit (RFV)

  • What to look for: The exact text header "Subjective"

  • How it works: The system extracts all text within the "Subjective" section, including any sub-headings such as "Chief Complaint", "History of Present Illness (HPI)", or "Past Medical History" that you might include.

  • Purpose: This text captures the patient's chief complaint and relevant history.

Assessment and Plan (AP)

  • What to look for: The exact text headers "Assessment" and "Plan"

  • How it works: The system first extracts the text under "Assessment" and then the text under "Plan". These are combined in that order.

  • Purpose: The combined text provides your diagnoses and treatment planning.

Legacy Example Layout

Subjective:
    - Chief Complaint:
    - History of Present Illness:
    - Past Medical History:
    (All this content is mapped to RFV)Review of Systems:
    (This content is mapped to ROS)Objective:
    (This content is mapped to PE)
Physical Exam:
    (If present, this content is also mapped to PE)Assessment:
    (This content is part of AP)
Plan:
    (This content is also part of AP)

Migration Notes

  • Existing templates will continue to work

  • Consider updating templates to use all 6 sections for better organization

  • Assessment and Plan content will now appear in separate sections in Veradigm


Need Help?

If you encounter issues with Veradigm templates:

  1. Verify your Veradigm integration is active

  2. Check that section names match exactly

  3. Ensure template name includes Veradigm identifier

  4. Test with a simple template first

  5. Contact support with template details and any error messages

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