Help : Chart Parts

Chart Parts is MD HQ's flexible, accessible answer to a traditional templating system. A Chart Part can be used to auto-complete a commonly-used phrase, add a set of text prompts, add a combination of actions, or add any combination of text and actions to the note. You type the name or nickname of the Chart Part that you're looking for into the note's main text block, the system searches as you type, and potential matches appear to the left. To select an entry from the list without using the mouse, press the up arrow to select and add the topmost entry or toggle to the list by pressing the left, right, or down arrows on the keyboard. Within the list, the down or right arrows move down the list, and the up or left arrows move up. Press enter to select.

The system comes pre-loaded with commonly-needed Chart Parts or you can easily build your own.

Help: Using Chart Parts

A Chart Part is accessed by typing all or part of its name or nickname in the main text field of an open encounter note (or another free text field that supports this feature, such as email notifications and reminders in the Calendar). Matches will appear to the left as you type. Click on one to select it. To select an entry from the list without using the mouse, press the up arrow to select and add the topmost entry or toggle to the list by pressing the left, right, or down arrows on the keyboard. Within the list, the down or right arrows move down the list, and the up or left arrows move up. Press enter to select.

Once selected, any text from the Chart Part template will be added to the main text block (or to the applicable free text field). In an encounter note, actions will be added as "Suggested Actions" above the yellow Assessment block on the right. Click on a suggested action to add it to the note. Click on the x to the right of any suggestion to remove it.

Help: Custom Chart Parts

Create or manage Chart Parts via the Admin drop down menu at the top of the page. Select Manage... >> Chart Parts, then click on +Add New to create your own. Note: highlighting text in an open encounter note will also give you the option to create a custom Chart Part with that text.

You must give the Chart Part a name, and may give it one or more nicknames. A name or nickname can contain any combination of letters, numbers and certain special characters, but not spaces or any of the following special characters: \ ^ % & *. Multiple nicknames should be separated by spaces.

The scope of the Chart Part refers to who may use it: just the doctor who creates it or anyone in the practice. Restricting the scope of a template makes sense, for example, when one user takes a different approach to a certain type of encounter than does the rest of the practice.

Add text that you want to appear exactly as written when the Chart Part is called. Or you can add one or more text variables, which will add patient- or encounter-specific information when the Chart Part is used. Variable names are enclosed in double brackets, as in: [[variable]].

Text Variables

Variable Text that will be Inserted in the Note
[[date]] Date the Chart Part is added to the note
[[time]] Time the Chart Part is added to the note
[[dateandtime]] Date and time the Chart part is added to the note
[[soap_time_elapsed]] Time elapsed since note created
[[doctor]] Name of the user that is logged in when the Chart Part is added to the note
[[pt_allergies]] A list of all of all allergies listed in the patient's file
[[pt_bp]] Patient's last blood pressure reading on file
[[pt_bps]] All of patient's blood pressure readings on file
[[pt_dob]] Patient's date of birth
[[pt_dxs]] A list of all of the diagnoses that have ever been added to the patient's file
[[pt_name]] Name of the patient
[[pt_pharmacy]] The patient's primary pharmacy
[[pt_pmh]] A summary of the patient's past medical history
[[pt_rxs]] A list of all of all medications in the patient's file, past or current, with a notation for any that are expired or discontinued
[[pt_note_social]] The text that appears in the Social Notes block on the patient's dashboard page
[[pt_note_basic]] The text that appears in the Need to Know block on the patient's dashboard page
[[pt_note_admin]] The text that appears in the Admin Notes block on the patient's dashboard page

Some Chart Parts are likely to consist of just short, commonly-used phrases, so that you don't need to type the same things over and over when charting, but can instead type in the name or nickname and then press the up arrow to select and add the topmost suggested match.

To add a diagnosis, drug, order/lab, vaccine, or charge or alternate plan option (supplements, recommendations, etc) to the note, select the type of action to add using the drop down menu, and search for the desired entry in the search bar. As usual, type in whole or partial words or numbers in any order, and the system will search as you type.

Remove any action by clicking the [x] to its far right.

When finished, click +Add New Chart Part.