Add Data Trends to Note

Users have the ability to incorporate Data Trends into this notes so that these critical data points are easily accessed, reviewed, and shared with the necessary individuals.  For this to work, a user must choose to include Data Trends into their notes.  This article will explain how to view data trends and how to add these values to a note.

View Data Trends

Data Trends are accessed and viewed from the Summary Chart tab within the EMR.  To access these trends, launch  the Vitals Timeline Clinical Marker.  Learn more about the specifics here: Vitals Clinical Marker

If you do not see the lab results that you care about, learn more about which options are available to you here: Wireframe List for Vitals Timeline Wireframe Summary

Add Data Trends to the SOAP Note

Users will have the ability to determine exactly which values are added to their patients note.  You can choose to setup defaults for your user or for an individual patient.

Setup Default Data Trends for All Patients

This option will allow you to determine how the Data Trends are added to your SOAP Notes for all of your patients.  Please note: below, you will learn how to override these defaults for an individual patient. 

  1. While in the EMR, navigate to the SOAP Notes chart tab

  2. Right click over the toolbar

  3. Select Data Trends - All Patients.  

  4.  Use the All Patients (edit) column to decide which items are included and which items are excluded.

  5. At the bottom of the screen, choose how many past values will be added to the note

  6. Click Save

Setup Default Data Trends for a Specific Patient

This option will allow you to determine how the Data Trends are added to your SOAP Notes for the current patient that you are on.  This is helpful when you want to highlight specific values for a patient that others might not need.  The application will remember these settings for this patient until you decide to change them.

  1. While in the EMR, navigate to the SOAP Notes chart tab

  2. Right click over the toolbar

  3. Select Data Trends - Current Patient  

  4.  Use the Patient Name column to decide which items are included and which items are excluded.

  5. At the bottom of the screen, choose how many past values will be added to the note

  6. Click Save