eHealth Centre of Excellence

Electronic Medical Record (EMR) Tools & Coaching



EMR support

Our decision support tools provide optimal functionality to a primary care electronic medical record (EMR) in a variety of ways, through:


  • improving data standardization,
  • enhancing documentation, and
  • offering clinical decision support. 


While developing these EMR tools, we work with regional and provincial organizations, to incorporate current best practice guidelines that clinicians can use at point of care. They can also be customized according to your OHT's specific needs.



The following EMR tools (and more!) can be downloaded directly from our Community Portal, at no cost to you


Click here to access our community portal





Now available in TELUS PS Suite and nearing completion in Oscar: we have been working with Ontario Health to develop a Post-COVID-19 Condition tool that captures and tracks the progression of symptoms associated with the condition over time.  This tool promotes supported self-management, allowing for a comprehensive plan to be built based on presenting symptoms. In addition, a patient handout with symptom-specific links to available resources can be printed directly from the tool.


More information about our COVID-19 tools can be found on our COVID-19 resource page



COVID-19 Vaccine Eligibility Searches



Our COVID-19 Vaccine Eligibility EMR Search can assist primary care with the identification and prioritization of patients who may be eligible for additional doses of the COVID-19 vaccination. This search is aligned with the eligibility criteria outlined by the province. 


More information is available on our COVID-19 vaccination resource page.


  COVID-19 Screening

COVID-19 screening tools for TELUS PS Suite, OSCAR, and QHR Accuro EMRs enable efficient documentation of symptoms, with results indicating recommended precautions and next steps.


More information about our COVID-19 tools can be found on our COVID-19 resource page



Now available in TELUS PS Suite, the Centre for Effective (CEP) Practice Falls Prevention tool is designed to support primary care clinicians and other interprofessional team members prevent and manage falls among people aged 65 and older living in the community. Our goal is to help standardize documentation and support primary care providers in integrating falls prevention into practice.  



Preventative care toolbar

The Preventative Care toolbar has been designed to help identify and flag patients who are due for preventative care screening. Indicators on preventative screening will be visually flagged by colours, and the screenings include paps, mammograms, FOBTs, colonoscopies, and BMDs. All functionality can be combined with an already existing toolbar.


Developed by East Wellington Family Health Team



  Chronic Heart Failure tool

Built in a SOAP note format, our Heart Failure Visit tool uses NYHA classification to help determine which plan is most appropriate for your patient and includes triple therapy medication options and recommendations.


Endorsed by the Regional Cardiac Council and Cardiac Care Network

Chronic Obstructive Pulmonary Disease tool

Our Chronic Obstructive Pulmonary Disease (COPD) custom form enables clinicians to better manage patients with COPD, and uses spirometry, dyspnea scale, subjective and objective information to develop a custom medication plan.


Based on the Canadian Thoracic Society’s best practice guidelines



  Chronic Kidney Disease custom form

Our Chronic Kidney Disease (CKD) custom form identifies potential risk factors and guides clinicians through the process of identifying, diagnosing and managing patients with CKD.


Created in consultation with the Ontario Renal Network (ORN)

Diabetes toolbar

The Diabetes Manager has been designed to enable clinicians to better manage patients with diabetes. Clinicians have quick reference and access to their diabetic population information with just a few quick clicks, and the toolbar highlights a Visit Form, Date of Last Visit and Date of most recent K030 and Q040 bills.


Incorporates the Canadian Diabetes Association guidelines

  Depression and Anxiety custom form

Our Depression and Anxiety custom form supports clinicians in the screening and management of mental health. The form allows clinicians to gather, document and reference mental health metrics more efficiently at point of care. For those clinics who utilize tablets, this tool is compatible with the OCEAN platform.


Content adapted from guidelines such as the HQO Quality Standards for Major Depression (2016), the Centre for Effective Practice – Keeping Your Patient Safe, Canadian Network for Mood and Anxiety Treatments (CANMAT) 2016 Clinical Guidelines for the Management of Adults with Major Depressive Disorder and also incorporates clinical expertise of clinicians who specialize in mental health 



Opioid toolbar

The Opioid Management toolbar supports clinicians to conduct a complete assessment and provide a tailored management plan that incorporates the patient’s goals, while adhering to current best practices in providing improved pain and opioid management overall. 


Based on the National Pain Centre’s 2017 Guidelines for Opioids for Chronic Non Cancer Pain



  Osteoporosis custom form

Our Osteoporosis custom form supports clinicians with early identification and management, enabling them to assess a patient’s risk for fracture using current guidelines, as wel as the Fracture Risk Assessment Tool (FRAX).


Clinical content adapted from 2010 Clinical Practice Guidelines for the Diagnosis and Management of Osteoporosis in Canada and the 2015 Clinical Practice Guidelines for the Frail Elderly

Palliative tool

The Palliative toolkit has been adapted from the Gold Standards Framework and assists clinicians in earlier identification of patients nearing the end of life who could benefit from a palliative approach to care. Key features include a Surprise Question prompt, decision support in assessing palliative needs, patient goal planning, access to information about community supports, and more.


Endorsed by the Waterloo Wellington Integrated Hospice Palliative Care Regional Program, Early Identification & Prognostic Indicator Guide



  Low Back Pain tool

The goal of the C.O.R.E Low Back Pain tool is support clinicians with targeted assessment and management, and includes integration of identification of the mechanical patterns for low back pain into patient history questions, revised psychosocial yellow flags section, which includes questions and hints for providers to help identify patients who are at higher risk for developing chronicity, and more.


Clinical content has been adapted from guidelines such as  the Centre for Effective Practice – Clinically Organize Relevant Exam (C.O.R.E) Back Tool, and aligns with the HQO Quality Standards for Low Back Pain


Hypertension Management

The Hypertension Management tool provides the opportunity to document and analyze historical value ranges for past vitals and lab work, review various lifestyle risk factors and to promote self-management. Printable handouts are integrated to provide patient education, patient/provider discussion starters, and self-management support for health behaviour change.



Developed in collaboration with CorHealth Ontario in accordance with current Hypertension Canada clinical best practice guidelines

  Chronic Disease Manager

The Chronic Disease Manager decision support tool supports detection, management and treatment of diabetes and hypertension among patients in primary care.


The tool addresses the incidence of comorbidity and the goal is to reduce redundancies by having one central tool to document and manage multiple chronic conditions. Currently the tool addresses Diabetes and Hypertension, with the eventual goal to include additional conditions. 



 Based on the 2018 Diabetes Canada Clinical Practice Guidelines and the Canadian Cardiovascular Harmonized National Guidelines Endeavour (C-CHANGE)





To learn more about the benfits of adoption, please take a look at our case studies. 




EMR coaching sessions available — Earn up to 62 certified Mainpro+® credits!


The main objective of a coaching session is to help clinicians increase their digital health technology knowledge and ability to use these technologies in clinic, particularly when it comes to using their EMR.


Our support enables clinicians to work more efficiently – and potentially, more effectively – through the use of our EMR tools, which provide clinical decision support and improve data quality to help manage patient populations in a practice.


Coaching session graphic

What does a coaching session look like?


A Change Management Specialist from the eHealth Centre of Excellence will meet with you (either in person or remotely) to gain an understanding of the clinician and organizational workflow and needs.​

Coaching sessions are:

  • provided for general EMR support (basic or advanced), tool installation and customization, and training 
  • custom tailored to the clinician and organizational needs; group or individual sessions are provided based on clinic preference


Click here to contact our team!