Flowsheets and Labs

The Flowsheets/Labs encounter tab is used to add Custom and Standard flowsheet data and view labs saved to the patient chart. Flowsheets and flowsheet data added to a patient record carry forward to each subsequent visit.

Flowsheets/Labs is available in the following encounter types: Exam, Multi-System, Procedure, Reconciliation, Telephone, and Urgent Care.

  • Custom Flowsheets and custom flowsheet Categories can be customized by the Clinic Administrator by going to Tools > Preferences > CLINIC > Flowsheets > Flowsheets
  • Custom flowsheet Components can be customized by the Clinic Administrator by going to Tools > Preferences > CLINIC > Flowsheets > Flowsheet Components > Begin Edit
  • Display options for Custom and Standard Flowsheets can be set by the Clinic Administrator in Flowsheets General
  • To retrieve previously documented flowsheet data, click
    • This step should be performed only if Auto-retrieve has not been set for the clinic
  • Click on a flowsheet tab to view previously documented data for the flowsheet
    • All flowsheet column headers display a date for the column entry
    • The time displays in the column header only if a time was populated for the column entry
  • Select any flowsheet component to display more detail

  • To sort the flowsheet data columns from oldest to newest or from newest to oldest, click the sort button
  • Select the Include in Note checkbox to add the flowsheet data to the encounter Note Display
  • Click Select All for DOS to select the Include in Note checkbox for all flowsheet entry columns with the same date of service as the encounter
  • To change the amount of previously documented flowsheet data displayed, select a time interval from the selection list and click to update the data display
    • Changing the column sort order or data range display is a temporary adjustment. If the encounter is saved and re-opened, the column sort and data range will revert to the clinic default

Flowsheets display in the order they were added to the patient record but can be re-ordered.

  1. Go to Encounter > Flowsheets/Labs > Custom or Standard
  2. Click Arrange
    • Click ABC to sort the list in ascending alphabetical order (A-Z)
    • Select a flowsheet and click the Up arrow to move the item up one place in the list

    • Select a flowsheet and click the Down arrow to move the item down one place in the list

  3. Click OK to save

Changes made to the flowsheet order are specific to the patient, and the order is retained in subsequent encounters.

Flowsheet data cannot be future-dated. Users who attempt to add flowsheet data in an encounter set to a future date will be presented with a message alerting them to this restriction.

Custom flowsheets are versatile and can be created to capture patient information observed or measured or to document information received from or received about a patient.

Depending on the customization of the flowsheet components, some items may require specific input or formatting

  1. Go to Encounter > Flowsheets/Labs > Custom
  2. Click Add New Flowsheet
  3. Select a flowsheet Category, then select a Flowsheet from the Category
    1. The Components of the flowsheet are displayed for review prior to adding the flowsheet

  4. Click Add

  5. Select the flowsheet tab and click Add Column to populate the flowsheet
  6. Optional: update the flowsheet Date and Time or click Current to populate the current date and time
  7. Populate the appropriate fields for each component being documented
  8. Click OK
  1. Go to Encounter > Flowsheets/Labs > Custom
  2. Select the flowsheet tab and click Add Column
  3. Optional: update the flowsheet Date and Time or click Current to populate the current date and time
  4. Populate the appropriate fields for each component being documented
  5. Click OK

  1. Go to Encounter > Flowsheets/Labs > Custom
  2. Select the flowsheet tab and click Add Column
  3. Optional: update the flowsheet Date and Time or click Current to populate the current date and time
  4. Click Last
  5. After reviewing the previously documented flowsheet data, click Apply to apply all information to the flowsheet
  6. Click OK

Standard flowsheets are tools designed to capture standardized screening information and can be used for Health Guidelines interventions and to document eCQM interventions and patient exceptions. These flowsheets and flowsheets components are hardcoded and cannot be customized.

The BMI and Fall Risk Screening flowsheets are automatically added to a patient's Standard Flowsheets list based on age:

  • BMI - Pediatric displays for patients who are under 18 years of age on the date of the encounter
  • BMI - Adult displays for patients who are 18 years of age or older on the date of the encounter
  • Fall Risk Screening displays for patients who are 65 years of age or older on the date of the encounter
  • Frailty Device displays for patients who are 65 years of age or older on the date of the encounter
  1. Go to Encounter > Flowsheets/Labs > Standard
  2. Click Add New Flowsheet
  3. Select a Flowsheet
    1. The Components of the flowsheet are displayed for review prior to adding the flowsheet

  4. Click Add

  5. Select the flowsheet tab and click Add Column to populate the flowsheet
  6. Optional: update the flowsheet Date and Time or click Current to populate the current date and time
  7. Populate the appropriate fields for each component being documented
  8. Click OK
  1. Go to Encounter > Flowsheets/Labs > Standard
  2. Select the flowsheet tab and click Add Column
  3. Optional: update the flowsheet Date and Time or click Current to populate the current date and time
  4. Populate the appropriate fields for each component being documented
  5. Click OK

  1. Go to Encounter > Flowsheets/Labs > Standard
  2. Select the flowsheet tab and click Add Column
  3. Optional: update the flowsheet Date and Time or click Current to populate the current date and time
  4. Click Last
  5. After reviewing the previously documented flowsheet data, click Apply to apply all information to the flowsheet
  6. Click OK

Flowsheets with no data columns can be removed from the flowsheet tab display.

  1. Go to Encounter > Flowsheets/Labs > Custom or Standard
  2. Click Remove Flowsheet
  3. Select the flowsheet from the list
  4. Click Remove From Chart
    1. If the flowsheet contains data, a message will display to notify the user the flowsheet cannot be removed

Data added to the flowsheet can be changed prior to finalizing the encounter.

  1. Select the flowsheet tab
  2. Select the data column to edit
  3. Click Change
  4. Make any necessary updates to the Date, Time, or flowsheet components
  5. Click OK

Individual flowsheet component values can be deleted from the flowsheet view prior to finalizing the encounter.

  1. Select the flowsheet tab
  2. Select the flowsheet component value
  3. Click Delete
  4. Click Yes to confirm decision to delete

Flowsheet entries can be deleted prior to finalizing the encounter.

  1. Select the flowsheet tab
  2. Select the data column to delete
  3. Click Delete Column
  4. Click Yes to confirm decision to delete

All data in the flowsheet entry will be deleted and cannot be restored

A graph can be generated for flowsheets with numeric components.

  1. Select the flowsheet tab

  2. Click Graph

  3. Select and populate a Time Frame for the flowsheet data

  4. Select one or more flowsheet components to graph or select the All checkbox

  5. Click Display

Select the Include in Note checkbox to add the flowsheet column data to the encounter Note Display.

The Scanned/e-Labs tab displays a patient's Imported Documents with the category of Lab and stored e-Lab results from the Clinic Inbox.

  • Select a lab or e-Lab from the list to view its contents
    • To view an attached image file, select the file and click View
    • To view attached files that are not images, select the file and click Open/Save
  • Click Get Previous 5 Labs to view more/older lab results
  • Click Table/Graph then click Graph to graph numeric e-Lab results
  • Click in the Pt Ed column to access patient education resources for the lab result selected

 

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