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:
Ensure you have Veradigm EHR integration enabled
You must have appropriate permissions in Veradigm to save notes
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
Navigate to Settings in Ambient Scribe
Select Note Templates
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
Include All Relevant Sections: Use all 6 sections when appropriate for comprehensive documentation
Section Order: While not required, maintaining the standard medical note order improves readability
Empty Sections: It's okay to include section headers even if some might be empty for certain visits
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:
Verify your Veradigm integration is active
Check that section names match exactly
Ensure template name includes Veradigm identifier
Test with a simple template first
Contact support with template details and any error messages
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