Based on what you have said, I suspect she previously used an EHR called EPIC (as EPIC uses variables brackets by the @ sign to pull data from the patientâs information in the database). To recreate the kinds of templates that you can created in a dedicated system like this is not all that easy.
I would think about creating text snippets that contain fill-ins for various fields that need completion. Although I personally use both Keyboard Maestro and Alfred for creating snippets, because my needs are not all that complex in this area, this would be the kind of application where I would lean more towards TextExpander.
She could create, as an example, a snippet for the demographics information which included the necessary fill-in fields for date of birth, name, gender, etc, and could embed the appropriate calculations for age from the date of birth, using the ability to incorporate scripting in virtually any language into a snippet.
Other snippets could fill in fields for the other needed parts of a medical note (eg review of systems, family history, physical examination). She can start by just having these snippets insert a text block that she then edits âby handâ to customize for the specific patient, but as she assesses her workflow and her needs, she can expand (no pun intended) those snippets to include fill ins fields, lists, sub snippets, and the like to create a more comprehensive system.
As an example, years ago before the advent of EHRs, when I used to create my office notes in Word, I had created a script (in TE which I used at the time) which used a pop up dialog box to get the patients first and last name, date of birth, and gender, and the name of the referring physician. The script then pulled the physicianâs full name/title and mailing address from my Contacts (nĂ©e AddressBook) database, opened a new Word document, figured out where on disk the file should be saved, saved the document with the proper name based on the patientâs name and date of birth, and inserted a template letter. Saved a lot of tedious and repetitious work and made sure the letters were formatted correctly and properly saved.