Charting | Creating a Form Within a Dot-Phrase

Purpose

• Show how to embed a form within a dot-phrase

Audience

• Clinicians
• Supporting Staff

Overview

• Forms help to streamline patient assessments, ensuring standardized data collection for accurate clinical decision-making while reducing administrative burden.
• Automated scoring, structured documentation, and seamless integration into the patient record enhance efficiency and compliance with regulatory requirements.
• By enabling quick access to a form via a dot-phrase, standardized information can be captured within a patient note for a particular date-of-service, without needing to navigate additional documentation creation & uploading.

Considerations

• See Charting | Smart Phrases (a.k.a. Dot-Phrases) overview article

Instructions / How to

1) Start

• • Navigate to Smart Drive from your main navigation menu

• • Select "Phrases" in the left panel menu

• Outline the article's sections.

2) Add a Dot-Phrase and Select a Shortcut for it. 

• The dot-phrase shortcut function will pull in your phrase as you chart and type naturally, without having to use the mouse to select & insert.
• Select a simple shortcut name that contains the form title
  • • Examples: ".phq" or ".bimms"

 

2) Design the Form Using Drop-Downs

• Example:

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