Unlock 40+ Free Customisable EHR Templates: Streamline Your Practice with Medesk

Most physicians see between 11 and 20 patients per day. Depending on the gender and age of these patients, the consultation protocols vary: the medications prescribed, the procedures, the medical history column.

As a healthcare provider looking for an EHR template that's both free and functional, you'd like to have one option for every case. But it doesn't work that way: different patients and specialities equals different notes. So you download templates individually to cover all your paperwork needs.

But there is another way out—EMR software with free access to a library of templates and forms that you can modify, customise or create from scratch to suit your practice.

Medesk offers a solution tailored to healthcare professionals looking for an all-in-one platform that’s easy to navigate and even easier to implement. With 40+ pre-made EHR templates and a free trial to help you get started, Medesk simplifies your administrative processes from day one.

In this article, we’ll walk you through how to use Medesk pre-made templates effectively, and integrate its features into your practice. If you're overwhelmed by patient documentation and looking for a streamlined solution, this guide is tailored just for you.

Explore Streamlined Charting For 12 Medical Specialities

Medical professionals often face the dilemma of balancing quality patient care with administrative burdens. Medesk aims to solve this with its customizable EHR templates, designed to meet the needs of various specialties, including general practice, physiotherapy, psychiatry, massage therapists, speech therapists, and more. The platform includes over 40 pre-made templates, giving you the flexibility to adjust them to suit your clinic's specific requirements.

Rather than building everything from scratch, you can access structured templates for a range of use cases, including:

• Initial Consultations
• Follow-up Appointments
• Mental Health Evaluations
• Physical Exams
• Treatment Plans
• Intake Forms and more.

Each template allows you to quickly input new patient data, fill it out, print or send as an email or a link in a SMS.

The template are tailored to your medical specialty. As a doctor, you want a template that reflects the typical fields you need to fill out. We've kept it in mind while creating our form templates library.

For general practitioners we have patient health record templates for initial consultations, follow-up visits, and annual physicals with sections for basic vitals, medical history, and diagnosis. If you are a psychiatrist or other mental health specialist you’ll enjoy progress notes that include mental health evaluations, treatment plans, and progress tracking. For example, you’ll get immediate access to GAD-7, mental health SOAP notes, ADHD School Liaison and more.

Pre-made templates for surgical assessments, post-operative follow-ups, and treatment plans cater to the unique requirements of surgeons.

Each medical record template covers all the essential fields without being cluttered:

• Patient information: Demographics, history, allergies, medications, etc.
• Clinical notes: Space for subjective/objective observations, assessments, and plans (SOAP format).
• Diagnosis: Drop-down or search-enabled fields for ICD-10 codes.
• Treatment plans: Clear sections for medications, procedures, follow-up instructions, and patient education.
• Prescription management: Integrated e-prescription capabilities with an option to print or send digitally.

However, if a section of the template doesn’t apply to your practice, you can modify or remove it. All documents can be adapted to fit your workflow perfectly.

We can list examples for a long time: better go to the platform and see for yourself.

Optimizing Patient Care with Specialized Templates: A Deep Dive into Medesk’s Offerings

Getting started with Medesk is a straightforward process that ensures you can start using the EHR templates right away. Below is a step-by-step guide on how to sign up for the free trial and begin utilizing Medesk for your medical practice.

1. Create an account

Head to Medesk's official website to begin the signup process. You’ll see a clear “Log in” button on the homepage.

The button will redirect you to the account creation page. Here, you will need to provide your practice information and create an account as usual.

Once your account is created, Medesk will guide you through setting up your clinic’s profile. This involves filling in details about your clinic, such as:

• Clinic Type (specialty or general)
• Staff Roles
• Clinic Hours

This setup process allows the system to tailor features and templates specifically to your clinic’s requirements. It takes a couple of minutes and neither require your credit car nor special technical knowledge.

2. Access the EHR templates

Once your clinic profile is complete, you’ll have access to the platform’s full suite of EHR templates. You can browse through the extensive library, which includes:

• Templates for patient consultations
• Templates for diagnosis and treatment plans
• Progress tracking templates.

All templates are grouped by location of use and by role associated with the appointment, which allows you to quickly navigate in the library and find the desired data entry form.

To see the list and create your own note go to Settings → Consultation Notes Templates and Forms:

If you're a general practitioner, you can select templates for initial consultations, private prescription, ICD-10 / drug test, or standard medical examination.

A psychiatrist might use a mental health evaluation template, pre-filled with key areas like patient history, symptoms, and treatment plans.

3. Create and customize your documents

While Medesk’s templates are ready to use out of the box, you can further customize and cerate them to suit your practice's workflow.

When you create your medical data template, you can assign roles for which this form will be available during an appointment. This tag will help you get quick access to records during an appointment.

Add groups and subgroups to make your experience unique and tick the fields that are missing for you to fully document your treatment.

Let's take a look at how you can modify a pre-made template. To customize a health information note open the template and click Edit:

In the window that opens, you can change the name and description of the chart, the target page and the roles assigned to it. Action icons will appear next to each element of the document, with which you can duplicate, move, edit or delete the block.

When you are done, click Save and use the template.

Medesk functionality allows you to add a clinician’s signature and stamp to printed documents. To add it to the document, upload an image or photo of the doctor's signature and stamp to Google Drive or any other file sharing service.

Then, navigate to the Settings and select Users. Choose the doctor whose signature and stamp you want to add. Click Edit on the top right corner. Copy the text below and paste it into the Note field:

• sign:link;
• stamp:link;

Replace the word “link” with the stamp and signature links that you uploaded in the previous step. Click Save and the stamp and the link will be automatically added to patient examination protocols and other documents.

4. Save time charting with an auto-fill option

The Medesk platform offers auto-fill options to electronic health records through preset responses in consultation note template. You can edit the template to add any recommendations as a pre-saved text.

While editing the note template, select Date type - Multiline text. Add your recommendations in the Template box and click the green tick symbol on the right. Make sure you are happy with the text you have entered and click Save:

Medesk’s electronic medical records integrate seamlessly with other features like appointment scheduling, billing, and patient communication tools.

For instance, after using a template to complete a patient’s consultation notes, you can:

• Automatically schedule follow-up appointments.
• Generate billing codes based on the services provided.
• Send prescriptions or instructions directly to patients via email.
• Track your performance and analyse revenue.

5. Fill out medical history forms even on the go

No one is immune to power outages. Even if the lights go out during an appointment and the internet on your computer is unavailable, you can fill out notes and forms on your smartphone or tablet.

Or another situation that became relevant in the pandemic and later: you fill out documents at home, comfortably lying on the sofa. In 2024, this is a common occurrence thanks to cloud technology.

Medesk is a cloud-based practice management system that is easy to navigate from any device with internet access, mobile internet will suffice. The mobile version gives you a full access to all your records, scheduling, billing, and client medical information.

The software has a focus on compliance with healthcare data protection regulations, like GDPR. All patient data is encrypted and securely stored, helping to prevent data breaches.

Try Medesk to Get Free Access To 15+ Modules and Boost Patient Engagement

If you’re tired of decentralised charting options and looking for a practical EHR solution with pre-made, customizable templates in one place, Medesk is worth a try. With a 14-day free trial and no commitment, you can explore the platform to see how it fits into your workflow.

We have made the initial stage of work with the platform simple and understandable, so that even those people who have not used practice management software before could quickly understand all the functionality. The more lessons about the platform you watch, the more days of admission you'll get.

By choosing Medesk, you’re not just adopting another EHR system; you’re investing in a tool designed to streamline patient care. With its specialty-specific features, and seamless integrations, Medesk is the right fit for clinics looking to improve both their efficiency and patient outcomes.

Customers on Capterra rank our product 4.7 out of 5 and value our customisation opportunities, great support team and flexible pricing. We are very grateful for their trust and are ready to welcome more and more clients: our team is growing and undergoing training to make the onboarding process fast and convenient for new customers.

We have already helped KAL-Med Consulting and hundreds of other clinics to reduce the time spent on paperwork daily in half, to 1 hour. Our clients are now spending time on patients and their lives, not filling out paperwork.

Would you like the same? You don't have to wait. Don’t miss out on the chance to transform your practice with Medesk. Start your free trial today and get instant access to templates that can drastically improve your clinic’s efficiency.