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Practice Management 5 min read

Stop Charting at Night: Why Customizing Your EMR Templates Is Worth It

5 min read
Stop Charting at Night: Why Customizing Your EMR Templates Is Worth It

Is it worth your time to personalize your electronic medical record (EMR) note templates?

In most systems, there is no protected time built into the week for chart documentation. Clinicians often work after hours and between patients to document and this contributes to burnout (Goldberg, et al., 2024).

So, it is really worth your time to navigate into and through your EMR to personalize note templates?

Yes. Personalized EHR optimization that included workflow and template customization reduced after-hours EHR usage by 17% and burnout (Lourie, et al., 2021). A systematic review identified local customization of templates and workflow as one of three key strategies (alongside training and scribes) to alleviate EHR-related administrative burden (Kruse, et al., 2022). The time investment in customization pays off when it produces templates that are concise, specialty-relevant, and workflow-aligned rather than exhaustive checklists.

But, what about ai scribes? Isn't that supposed to decrease documentation workload?

Ai scribes record what was discussed but do not prompt the clinician to address what was not discussed. Ai scribes are used to generate documents from conversation, but they are not reliable or used to replace clinical action or decision support (Angus, et al., 2025). The template with embedded prompts ensures items are systematically addressed per the clinician and local context needs, regardless of what the patient raises, or what the AI scribe captures.

How does a personalized EMR note template improve my care?

No one template works for every clinician or specialty (Personalized note templates with embedded and contextualized prompts can help a clinician ensure that items are systematically addressed, such as preventative cancer screenings and individualized screenings. Personalized note templates offer an opportunity for the clinician to move through a visit in a way that serves as a cognitive aid, improving note quality, adherence to evidence-based guidelines and with documentation completeness (Landeo-Gutierrez, et al., 2023)(Ebbers, et al., 2022). Structured or standardized note templates are helpful, but do not replace the individual clinician's responsibility to capture the individualized clinical reasoning, patient discussions, and decision-making rationale that constitute a defensible record (Ghaith, et al., 2022)

How do incomplete or unstructured notes contribute to healthcare dysfunction?

Incomplete note documentation is a primary driver of downcoding and lost revenue (Jaqua, et al., 2020), compliance risk for miscoding (Weiner, et al., 2020) and degraded quality metrics that affect organizational reimbursement. Additionally, unstructured or incomplete notes add to "note bloat" with some notes reaching half of all text replicated elsewhere in the chart (Steincamp, et al., 2022), information scatter or overload that can contribute to diagnostic errors (Rule, et al., 2021) and unsafe care coordination (Adler-Milstein, et al., 2021).

References

Adler-Milstein J, Raphael K, O'Malley TA, Cross DA. Information Sharing Practices Between US Hospitals and Skilled Nursing Facilities to Support Care Transitions. JAMA Netw Open. 2021;4(1):e2033980. doi:10.1001/jamanetworkopen.2020.33980

Angus DC, Khera R, Lieu T, et al. AI, Health, and Health Care Today and Tomorrow: The JAMA Summit Report on Artificial Intelligence. JAMA. 2025;334(18):1650—1664. doi:10.1001/jama.2025.18490

Ebbers T, Kool RB, Smeele LE, Dirven R, den Besten CA, Karssemakers LHE, Verhoeven T, Herruer JM, van den Broek GB, Takes RP. The Impact of Structured and Standardized Documentation on Documentation Quality; a Multicenter, Retrospective Study. J Med Syst. 2022 May 27;46(7):46. doi: 10.1007/s10916-022-01837-9. PMID: 35618978; PMCID: PMC9135789.

Ghaith S, Moore GP, Colbenson KM, Lindor RA. Charting Practices to Protect Against Malpractice: Case Reviews and Learning Points. West J Emerg Med. 2022 Apr 28;23(3):412-417. doi: 10.5811/westjem.2022.1.53894. PMID: 35679491; PMCID: PMC9183775.

Goldberg DG, Soylu T, Hoffman CF, Kishton RE, Cronholm PF. "Anxiety, COVID, Burnout and Now Depression": a Qualitative Study of Primary Care Clinicians' Perceptions of Burnout. J Gen Intern Med. 2024 Jun;39(8):1317-1323. doi: 10.1007/s11606-023-08536-2. Epub 2023 Nov 27. PMID: 38010463; PMCID: PMC11169157.

Jaqua EE, Chi R, Labib W, Uribe M, Najarro J, Hanna M. Optimize your documentation to improve Medicare reimbursement. Cleve Clin J Med. 2020 Jun 30;87(7):427-434. doi: 10.3949/ccjm.87a.19116. PMID: 32605978.

Kruse CS, Mileski M, Dray G, Johnson Z, Shaw C, Shirodkar H. Physician Burnout and the Electronic Health Record Leading Up to and During the First Year of COVID-19: Systematic Review. J Med Internet Res. 2022 Mar 31;24(3):e36200. doi: 10.2196/36200. PMID: 35120019; PMCID: PMC9015762.

Landeo-Gutierrez J, Defante A, Cernelc-Kohan M, Akong K, Rao A, Lesser D, Duong TE, Cheng ERY, Ryu J, Tantisira K. Leveraging Electronic Health Records for Guideline-Based Asthma Documentation. J Allergy Clin Immunol Pract. 2023 Mar;11(3):855-862.e4. doi: 10.1016/j.jaip.2022.11.032. Epub 2022 Dec 12. Erratum in: J Allergy Clin Immunol Pract. 2023 Dec;11(12):3823. doi: 10.1016/j.jaip.2023.10.033. PMID: 36521833; PMCID: PMC10851708.

Lourie EM, Utidjian LH, Ricci MF, Webster L, Young C, Grenfell SM. Reducing electronic health record-related burnout in providers through a personalized efficiency improvement program. J Am Med Inform Assoc. 2021 Apr 23;28(5):931-937. doi: 10.1093/jamia/ocaa248. PMID: 33166384; PMCID: PMC8068431.

Rule A, Bedrick S, Chiang MF, Hribar MR. Length and Redundancy of Outpatient Progress Notes Across a Decade at an Academic Medical Center. JAMA Netw Open. 2021;4(7):e2115334. doi:10.1001/jamanetworkopen.2021.15334

Steinkamp J, Kantrowitz JJ, Airan-Javia S. Prevalence and Sources of Duplicate Information in the Electronic Medical Record. JAMA Netw Open. 2022;5(9):e2233348. doi:10.1001/jamanetworkopen.2022.33348

Weiner SJ, Wang S, Kelly B, Sharma G, Schwartz A. How accurate is the medical record? A comparison of the physician's note with a concealed audio recording in unannounced standardized patient encounters. J Am Med Inform Assoc. 2020 May 1;27(5):770-775. doi: 10.1093/jamia/ocaa027. PMID: 32330258; PMCID: PMC7647276.

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