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.