You can create some office rules to make your clinical note process run more efficiently.
Watch this video for a quick overview.
- Navigate to the System Menu > select Practice Settings > Clinical > Care Notes.
- Select the Templates tab.
- Select the relevant Care Note template.
- Select the Field/Form Rules tab.
- Select the Field Rules tab.
- Click +Add New Rule to create a warning that will display depending on how the fields are answered.
| Note: A user can set up a form rule only if the form has at least one non-text response in it. |
Previously providers had to click each item to enter the response on a care note. To do this in an easier way, you can choose the required options from the note and set a field rule.
Enter the following specifications:
IF < select response field > < IS or IS NOT > < select a possible answer >, then SHOW < custom message >. Hint: Click the [ + ] icon to add another line like so: IF < select response field > < IS or IS NOT > < select a possible answer >, AND/OR < selected response field > < IS or IS NOT > < selected answer >, then SHOW < custom message >.
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- Click Save once completed.
- You will receive a green confirmation message on the top right of the screen.
Practices can use this simple guide to learn about creating clinical note rules in CareStack.