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Does CMS Prohibit the Use of Note Templates?

CMS defines a template as a tool/instrument/interface that assists in documenting a progress note. Physicians and other licensed independent providers routinely create their own and may even collaborate with other colleagues and care team members to develop effective templates. However, there exists confusion whether Centers for Medicare and Medicaid Services (CMS) allows the use of note templates to assist in documentation of medical information associated with patient encounters. To earn full credit for this activity, you must review all accompanying resources, which have been curated to support your learning of the subject matter.

Credit & MOC Details

Credit information is provided by the course provider. We recommend confirming credit eligibility with the provider or your licensing board before starting the activity.

Credit types

AMA PRA Category 1 Credit™Up to 0.25 credits

MOC types

ABS — Accredited CMEUp to 0.25 pointsABPATH — Lifelong LearningUp to 0.25 pointsABIM — Medical KnowledgeUp to 0.25 pointsABP — Lifelong Learning and Self-AssessmentUp to 0.25 pointsABOHNS — Self-AssessmentUp to 0.25 points

FDA REMS

No

Qualifies for MIPS

No

Pricing

Free

Reported to ACCME by the provider

  • Journal-based
  • Credit · Up to 0.25 credits
  • MOC · Up to 0.25 points
  • Released
    Nov 4, 2025
  • Last day to claim credit
    Nov 5, 2027 1 year left