Description

Used to complete specialized or custom clinical evaluations. This is similar to the Chief Complaint area but on this screen, user can create custom tabs and content as needed by the provider or practice.


Access 


Through the Side Bar section: To access the Custom Evaluation feature, click on the 'Custom Evaluation' button located on the Side Bar within the Progress Note screen. If the 'Custom Evaluation' button is missing: Click on the 'Settings' button found on the toolbar of the Progress Note screen, then choose 'Side Bar Settings'. From the 'Available Items' area on the right, select 'Custom Evaluation' and drag it into the 'Items' window on the lower left corner under any Side Bar category. Click the 'Save' button to apply the changes. The Side Bar will update, and the 'Custom Evaluation' button will now be visible under the chosen category.

Through the Search section: Click on the Search button located on the left side of the screen, then select the Custom Evaluation button.

 

Configuration

Several areas require configuration:

  • Step 1: Create your evaluation options: Tabs and content are generated in this section:
  • Step 2: Include options on the printed Progress Note report: To include custom evaluation options in the printed Progress Note report, they need to be configured in the following location: General / Staff and Providers / PN Settings. (This refers to a provider-specific configuration).
  • Step 3: Display the custom evaluation segments in the Clinical Evaluation window: To display custom evaluation options in the Clinical Evaluation window of the Progress Note screen, they need to be configured in the settings.


Sections


Buttons

  • Physical Examination: When pressed, it displays the "Physical Examination" screen, for easy access to record any injury, trauma, among other things at the physical level of the patient.  
  • Procedures Templates: When pressed, allows you to add "Templates" of procedures to the clinical evaluation of the patient. 
  • Refresh: Pressing updates the evaluation options. 
  • Leave Note Open: When pressed, it allows you to leave the progress note open, without having to return to the patient's progress note screen.
  • Order Set: When pressed, it allows you to manage the "Order Sets", without having to return to the patient progress note screen. 
  • Load Last: Brings the options used in the last progress note. 
  • Save As Template: Allows you to save the options pre-filled by the provider, so that they can be used with other patients. 
  • Select Template: Allows you to select the "Template", previously saved. 
  • Save: Save the selected option in the progress note and copy them to the "Clinical Evaluation" section of the "Advanced Progress Note" screen.  
  • Cancel: Cancels any information previously recorded. 
  • Show Previews Notes: When pressed, a column will be displayed that allows the user to preview the clinical evaluation before saving it.
  • Show Search Panel: Section where the search is performed among the options available on the screen. 
  • Sort: Allows to sort the options by:

    • Sort by custom order: Selecting this option allows you to sort the options as they were registered.

    • Sort alphabetically: Selecting this option allows you to arrange the options in alphabetical order.

  • Filter By Patient: 
  • High risk of falling: Select this option if the patient is a person prone to fall. (This field will be displayed as long as the office or facility is not identified as an emergency room).
  • Life expectancy is 6 months: Select this option if the patient has an estimated time to live of 6 months. (This field will be displayed as long as the office or facility is not identified as an emergency room).


Secciones 

  • Patient Name: Display the patient's name.  
  • Age: Display the patient's age.  
  • Gender: Display the patient's gender.  
  • Record No: Display the patient's record.  
  • 4 Grids: In the tables, the different options for patient evaluation will be displayed. 
  • Templates: Allows to select a "Template" for patient evaluation.
    • Apply: When pressed, it will display the selected template. 
    • Clear: When pressed, it will remove the selected template. 
    • Load Last: Pressing it will display the last “Template”.


Edition Screen

This screen will be displayed by pressing the right mouse button.