Creating Health Guidelines

From the General tab, click New Guideline. Type a Name for the guideline and click Save.

Optional: the following information can be included in the guideline description:

• Summary: type a description for the guideline
• Include in Reminders Tab: select this checkbox to use the guideline for Patient Reminders
• Reference URLs:
  • Click Add to List
  • Type the website Reference URL and click Save
  • Repeat to add more URLs

Click the Population tab to continue creating the Health Guideline

From the Population tab, select Birth Sex (required).

Optional: add one or more of the following demographic or clinical data elements to further define the population:

• Age (Years or Months)
• Gestation Age
• Ethnicity
• Race
• Housing Status
• Sexual Orientation
• Gender Identity
• Diagnoses: Click Add to List and select an ICD‑10 code from the Assessments Favorites list or use Search Master List to select from all ICD‑10 codes

Click the Population Cont. tab to continue creating the Health Guideline

Optional: from the Population Cont. tab, add one or more clinical data elements to further define the population:

• BP outside of: add a Low and High range for Systolic pressure and Diastolic pressure
• BMI outside of: add a Low or High value—or both—for BMI
• e-Lab results: click Add to List and select a result field from the list
  • A Low or High result range is required for each lab result
• Med name: click Add to List and select a medication from the list
• Med allergy: click Add to List and select a medication allergy from the list

Click the Intervention tab to continue creating the Health Guideline

From the Intervention tab, add one or more clinical actions:

• CPT orders: Click Add to List and select a code from the Orders Favorites list or use Search CPT Master List or Search HCPCS Master List to select from all order codes
  • Orders are documented in the Orders/Procedure tab in an encounter
• VS or Custom FS values: Click Add to List and select a vital sign or Custom flowsheet component
  • Vital signs and Custom flowsheet values are documented in the Flowsheets/Labs > Custom Flowsheets tab in an encounter
• Structured VS or Std FS values: Click Add to List and select a structured vital sign or Standard flowsheet
  • Structured vital signs are documented in the Vitals tab in an encounter
  • Standard flowsheet values are documented in the Flowsheets/Labs > Standard Flowsheets tab in an encounter
• Immunizations: Click Add to List and select an immunization
  • Immunizations are documented in the Immunizations tab of an encounter
• Z Codes: Click Add to List and select a Z code
  • Z codes are documented in the Assessment tab of an encounter

Click the Timing tab to continue creating the Health Guideline

From the Timing tab, select a time frame for when the intervention needs to be performed:

• Days, Months, or Years: type a range (e.g., 1–2 Years) or an exact interval (e.g., 6 Months)
  • If using an exact interval, type the number in the first numeric field
• Every Encounter Visit: an intervention is required at every visit
• One Time: an intervention is required only once

Click Save Changes to finish creating the Health Guideline

1. From the General tab, select a Guideline from the list
2. Edit information in the General, Population, Population Cont., Intervention, or Timing tabs
3. Click Save Changes

1. From the General tab, select a Guideline from the list
2. Click Rename
3. Click Yes to confirm the renaming of the guideline
4. Type a Name for the guideline and click Save
5. Click Save Changes

Renaming a Health Guideline moves the guideline to the end of the selection list.

1. From the General tab, select a Guideline from the list
2. Select the Disabled checkbox
3. Click Save Changes

Disabling a Health Guideline preserves all the information in the guideline but removes it from use. The guideline will remain visible in the selection list and can be reactivated by clearing the Disabled checkbox.

1. From the General tab, select a Guideline from the list
2. Click Delete
3. Click Yes to delete the guideline
4. Click Save Changes

Once deleted, a Health Guideline cannot be restored.