Creating quick-picks

You can create quick-picks for any of your location's clinical note templates or for any of your organization's shareable set of clinical note templates as needed. Each location can have its own set of quick-picks, and your organization can have a separate, master set of shareable quick-picks.

To create a quick-pick

1. Do one of the following:

   • To add a quick-pick to a location-specific template, open that location's Clinical Note Template Setup page. The Current Set tab is selected by default.

     

   • To add a quick-pick to a shareable template, open any location's Clinical Note Template Setup page. Then, click (or tap) the Shareable Set tab.

     

2. Do one of the following:

   • Click (or tap) a category's bar to view the corresponding templates, and then select a template.

     

     Current Set tab

     

     Shareable Set tab

     The options for editing the clinical note template appear.

     

   • Click (or tap) New Template to create a new template in addition to creating a quick-pick.

     

     Current Set tab

     

     Shareable Set tab

     The options for entering a new clinical note template appear.

     

3. Click (or tap) Manage Quick-Picks.

   

   The Manage Quick-Picks dialog box appears.

   

4. Click (or tap) Create New.

   The options for creating a new quick-pick become available.

5. Complete the steps to create the quick-pick.

   Do the following:

   1. On the Give It a Name tab, enter a name for the quick-pick, and enter the question or statement for the quick-pick.

      

   2. Click (or tap) Next, or select the Select Type tab.

   3. On the Select Type tab, select a response type for the quick-pick.

      

   4. Click (or tap) Next, or select the Specify Options tab.

   5. On the Specify Options tab, set up the options that correspond to the selected response type.

      

      Set up one of the following options:

      • Text - Enter the answer that you want to have appear by default when the quick-pick is used to enter a clinical note. The text can be changed by the person entering the clinical note.

        

      • Checkboxes - Enter a possible answer for the question, and then press the Enter key. When the quick-pick is used to enter a clinical note, the specified text appears next to a check box that the user can select and clear. For any other answers that you want to add, click (or tap) Add Another Response, and then enter the desired text. To remove an answer, click (or tap) the corresponding Remove button . To move an answer up or down in the list, click (or tap) the corresponding Move Up button or Move Down button .

        

   6. Click (or tap) Done.

   The newly-created quick-pick now appears and is selected in the Quick-Picks list.

   

6. Click (or tap) Insert & Close to insert the selected quick-pick into the clinical note template or Cancel to close the dialog box without inserting the quick-pick.