HPI Chart Tab

History of Present Illness (HPI) chart tab is used to document any development of the patients’ present illness that was discussed during an office visit. It is an encounter-based chart tab where data differs from encounter to encounter.  If the data does happen to be the same or similar there is an option to copy forward from the previous encounter. HPI templates vary based on the specialty of the practice.  


Access HPI Chart Tab

  1. Open patient in EMR from scheduled visit. Select HPI Chart Tab

 

  1. Select HPI Template from drop down if more than 1 template 

Pro Tip: Users may save a default template that automatically loads in the User Setup

  1. If your practice has multiple HPI templates, use drop down to access additional HPI templates


Menu Bar

  1. New- Select the New icon to document a new or additional HPI.  

  1. Select the Save icon to save the current HPI

  1. History/Details icon.  Toggles between current template to history of past templates for that patient

  1. The Copy icon is available when viewing the History.  Click Copy to copy selected HPI to current template

  1. Patient Index/Patient Drop Down

Easy access to these menu items from the HPI Chart Tab

  1. …More print 

Select …More/Print to print the HPI


  1. …More Default Setup

Select to create a Default template 


Using Default Templates

To load a saved Default for an HPI template, click on the Defaults icon which will display a list of default options, select the default to load



Merge Intake


Intake Templates can be built for a patient to complete on the My Medical Locker that merge to an HPI templates.  If there is intake data to merge, this will be indicated by a blue dot.  Select the HPI chart tab, and select the items to merge