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Medical Settings: Clinical Preferences, Encounter Settings & Templates

The Medical Settings module is where the clinical logic of Invent Medical is defined. By configuring these settings, you ensure that your documentation workflows are standardized, time-efficient, and aligned with your clinic's medical practice standards.

1. Clinical Preferences​

Clinical Preferences establish the global rules for how health data is handled and displayed during patient interactions.

  • Default Measurements: Set your standard units for height, weight, temperature, and blood pressure (e.g., Metric vs. Imperial).
  • Alert Thresholds: Define "Normal vs. Abnormal" ranges for vital signs; the system will automatically highlight readings that fall outside your defined thresholds.
  • Terminology Standards: Configure the system to use specific medical coding sets (e.g., ICD-10, SNOMED CT, or CPT) based on your specialty requirements.

2. Encounter Settings​

Encounter Settings control the "flow" of a patient visit from check-in to discharge.

  • Visit Types: Define specific encounter categories (e.g., "Initial Consultation," "Follow-up," "Procedure") and assign default durations for scheduling.
  • Auto-Workflow Steps: Configure mandatory steps for an encounter, such as a required "Triage" note before a doctor can sign off on a visit.
  • Sign-off Requirements: Determine if a supervising physician must review and countersign notes created by residents or nurses.

3. Templates​

Templates are the backbone of efficient documentation, allowing clinicians to build complex notes in seconds.

  • Documentation Templates: Create pre-structured note formats (e.g., SOAP, HPI, or focused physical exams) that automatically pull in patient history and lab results.
  • Order Sets: Bundle common diagnostic tests, medications, or treatment instructions into "kits" that can be added to an encounter with one click.
  • Smart Macros: Define text shortcuts (e.g., typing ".norm" to automatically expand into a standard "Normal Exam" paragraph) to speed up manual typing.
  • Template Library: Access a shared gallery of templates created by your team or imported from medical specialty libraries.

4. How to Configure​

  1. Navigate to Settings > Medical Settings.
  2. Set Preferences: Adjust your global clinical defaults to match your standard practice protocols.
  3. Build Templates: Open the "Template Editor" to drag-and-drop clinical fields to create your custom note structures.
  4. Define Workflows: Use the "Encounter Builder" to outline the sequence of events (e.g., Vitals -> History -> Exam -> Diagnosis) required for your team’s visits.

5. Frequently Asked Questions​

  • Can I edit a template during a live encounter? Yes, you can make minor adjustments to a template within an encounter; the system will ask if you want to save these changes as the new "Default" for future use.
  • Are templates accessible by all staff? Yes, but you can set "Departmental Visibility" to ensure that Dental templates, for example, are only visible to the Dental team.