The Flowsheets/Labs chart tab is used to view and add Custom and Standard flowsheets and view labs saved to the patient chart.
Configuration
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
Flowsheet Display
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
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 chart is closed and re-opened, the column sort and data range will revert to the clinic default
Arrange Flowsheet Order
Flowsheets display in the order they were added to the patient record but can be re-ordered.
Go to Chart > Flowsheets/Labs > Custom or Standard
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
Click OK to save
Changes made to the flowsheet order are specific to the patient, and the order is retained upon subsequent chart access.
Flowsheet Restrictions
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
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.
Note
Depending on the customization of the flowsheet components, some items may require specific input or formatting
Add a Custom Flowsheet
Go to Chart > Flowsheets/Labs > Custom
Click Add New Flowsheet
Select a flowsheet Category, then select a Flowsheet from the Category
The Components of the flowsheet are displayed for review prior to adding the flowsheet
Click Add
Select the flowsheet tab and click Add Column to populate the flowsheet
Optional: update the flowsheet Date and Time or click Current to populate the current date and time
Populate the appropriate fields for each component being documented
Click OK
Add Data to an Existing Custom Flowsheet
Go to Chart > Flowsheets/Labs > Custom
Select the flowsheet tab and click Add Column
Optional: update the flowsheet Date and Time or click Current to populate the current date and time
Populate the appropriate fields for each component being documented
Click OK
Add Data to an Existing Custom Flowsheet Using the ‘Last’ Button
Go to Chart > Flowsheets/Labs > Custom
Select the flowsheet tab and click Add Column
Optional: update the flowsheet Date and Time or click Current to populate the current date and time
Click Last
After reviewing the previously documented flowsheet data, click Apply to apply all information to the flowsheet
Click OK
Standard Flowsheets
Standard flowsheets are tools designed to capture standardized screening information and can be used for Clinical Decision Support interventions and to document eCQM interventions and patient exceptions. These flowsheets and flowsheets components are hardcoded and cannot be customized.
Add a Standard Flowsheet
Go to Chart > Flowsheets/Labs > Standard
Click Add New Flowsheet
Select a Flowsheet
The Components of the flowsheet are displayed for review prior to adding the flowsheet
Click Add
Select the flowsheet tab and click Add Column to populate the flowsheet
Optional: update the flowsheet Date and Time or click Current to populate the current date and time
Populate the appropriate fields for each component being documented
Click OK
Add Data to an Existing Standard Flowsheet
Go to Chart > Flowsheets/Labs > Standard
Select the flowsheet tab and click Add Column
Optional: update the flowsheet Date and Time or click Current to populate the current date and time
Populate the appropriate fields for each component being documented
Click OK
Add Data to an Existing Standard Flowsheet Using the ‘Last’ Button
Go to Chart > Flowsheets/Labs > Standard
Select the flowsheet tab and click Add Column
Optional: update the flowsheet Date and Time or click Current to populate the current date and time
Click Last
After reviewing the previously documented flowsheet data, click Apply to apply all information to the flowsheet
Click OK
Tasks Associated with FlowsheetsRemove a Flowsheet
Flowsheets with no data columns can be removed from the flowsheet tab display.
Go to Chart > Flowsheets/Labs > Custom orStandard
Click Remove Flowsheet
Select the flowsheet from the list
Click Remove From Chart
If the flowsheet contains data, a message will display to notify the user the flowsheet cannot be removed
Edit Flowsheet Data
Data added to the flowsheet can be changed prior to closing the chart.
Select the flowsheet tab
Select the data column to edit
Click Change
Make any necessary updates to the Date, Time, or flowsheet components
Click OK
Delete Flowsheet Component Data
Individual flowsheet component values can be deleted from the flowsheet view prior to closing the chart.
Select the flowsheet tab
Select the flowsheet component value
Click Delete
The deleted component will display in red text until the chart is closed. Upon re-opening the chart, flowsheet will no longer display the deleted component.
Delete a Flowsheet Column
Flowsheet entries can be deleted prior to closing the chart.
Select the flowsheet tab
Select the data column to delete
Click Delete Column
A red X () will display on the deleted column header until the chart is closed. Upon re-opening the chart, flowsheet will no longer display the deleted column.
Graph a Flowsheet
A graph can be generated for flowsheets with numeric components.
Select the flowsheet tab
Click Graph
Select and populate a Time Frame for the flowsheet data
Select one or more flowsheet components to graph or select the All checkbox
Click Display
Scanned/e-Labs
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
For imported document lab results:
To view an image file, select the file and click View
To view a file that is not an image, select the file and click Open/Save
To view the audit trail for the document, click the Audit Trail radio button
Click Get Previous 5 Labs to view more/older lab results
Click Add Note to add a note to an e-Lab result
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
Click Print Preview to view the document before printing, and click Print to print the document
Click Amend to make changes to the Provider, Clinical Date, and Summary of an importeddocument lab result
By default, users can only amend the imported documents they saved to the chart
