Problem Search

The Add Problem search bar allows a user to find a diagnosis that you would like to add to the selected patient's chart.  When a user begins to type in the search box, a list of results are displayed. 

The list of returned results are categorized as  either ICD, Problem or Full.

• ICD: displays a list of codes that have been added to your practice via the Diagnosis Code Setup window.

• Problem:  displays a list of SNOMED CT codes that are specifically designated as common problems.  This is a helpful search tool because SNOMED provides "physician friendly" names and also supports searching by abbreviations (e.g. CKD).  SNOMED CT even cross-walks to ICD codes.
• Full:  displays a full list of SNOMED CT codes. These codes may or may not cross-walk to an ICD code.

User Settings

• Search List Type

Favorite Problem Search

If a user selects the drop down to the right of the search box, a list of favorite ICD codes will be displayed. This list of favorite codes is generated by looking at all problems that were added across the entire patient population for a given time frame. There are settings that you can change to control this experience, see the User Settings list below. 

Company Settings

• Auto codify Problem List Codes to SNOMED

User Settings

• Problem List Favorite Search Type
• Problem List Favorite Search Days
• Problem List Favorite Search Max Rows

Problem List Summary

The Problem List Summary contains diagnoses that have been added to the patient's chart and are currently in an Active status.  You can interact with these problems by clicking on them.

The Problem List Summary will display the following elements for each code:

• ICD Code:  This is the ICD-9 or ICD-10 code associated with the problem.  Not all problems have a corresponding ICD code.
• Problem Description:  This is the name of the selected condition.
• Onset Date:  This is the date that the problem began or was diagnosed.
• Notes:  On the summary view, you will see the last note added for this problem. There can be one to many notes on any given problem.
• Last Modified Date:  This is the last time this problem was changed.
• Priority Level:  A number representing the priority order for the condition is displayed.
• Interaction Icon:  You may see a yellow or red triangle next to a condition.  This indicates an interaction between this problem and a patients medication list.

User Settings

• Problem List Summary View

Problem List Edit Window

The Problem List Edit window is accessed when a new problem is added or a problem is selected from the Problem List Summary. This allows a user to access and update the details related to an individual Problem List item.

The edit window will display the following elements:

• Description:  This is the description of the problem as seen on the screen.  This is pulled from the database the code was selected from.
• Snomed Term:  A problem may or may not be linked to a SNOMED term. This typically happens automatically when selecting a problem from the 'Problem' or 'Full' option within the search.
• ICD:  This is an ICD code lookup.  This is searching the Diagnosis Code Setup table.
• ICD Description:  This is the corresponding description for the selected ICD code.
• Priority:  This is the priority for the given problem.
• Status: This is the current status for the problem.
  • Active:  The problem is actively being treated and will display on the summary.
  • Inactive: The problem is not active and will not display on the summary.
  • Removed:   The problem is no longer being treated and will not display on the summary.
  • Resolved:  The problem is no longer being treated because it has been resolved.  This will not display on the summary.
• Chronic Flag:  This indicates that the condition is chronic or acute.
• Onset:  This is the date the problem began.  This will default to the current date when a new problem is added.
• Resolution:  This is the date the problem was resolved.  Setting this date will auto-set the status to 'Resolved'.
• Type:  This is used to define a problem as the patient's cognitive or functional status. This is typically left blank.
  • Cognitive
  • Functional
• New Note:  This allows a user to type or dictate a new note for the problem.  This note will be time and date stamped. If a new note is added on a problem and that problem is used on the superbill that day, this note will be added into the SOAP note.
• Modified:  This is the date/time that the problem was last changed.
• Note List:  This is a list of all notes that have been added to the problem over time.  Clicking on a note will allow you to see a more detailed view. You can even copy forward a previous note into today's note.
• Always Display Window on New Problem:  When selected, this will ensure that the Edit Window display each time a new problem is added from the search.  If deselected, the edit window will not appear.

Problem List History

To see a complete list of all problems for a patient, regardless of status, a user can click the History button on the toolbar.

Nearly all of the same features and functionality that apply to the Problem List Summary window apply to the history. The major difference is that the history will display all problems including those that have been removed, resolved, and inactivated. 

Introducing the new Favorites Feature in the Problem List! 

Users will now notice a star icon next to each problem, allowing them to mark items as personal favorites. This star makes it easy to track and quickly access frequently used problems.

From the search bar or by using the drop-down menu in the search bar, users can access their saved lists and select or deselect the star icon to manage favorites. Items with a grayed-out star can be marked as User Favorites* by clicking the icon, turning it BLUE. These items will then appear in the User Favorites tab.

If a user is in the User Favorites tab and clicks the star icon next to an item, the item will be deselected, the star will turn to a gray outline only, and it will no longer appear in the User Favorites tab.
 

By default, the Used Favorites tab is displayed, but users can set the User Favorites tab as their default view through a new user settings option (User Setting: Default favorite list to User Favorites). This makes managing and accessing personalized lists even easier!

1. Once in a patient's chart, select the Problem List chart tab.
   
   


2.  Begin typing in the Add Problem search box or select the drop down to display the Favorites List.
   
   


3.  Once an item is selected from the list, the Edit Problem window will display. Add or change details as needed.
   
   


4. Click OK when you are done changing this problem.
   
   


5. Press Save when you are done adding all other problems.
   
   

To remove an active problem from a patient's chart, the status of the problem must be changed.  Problems that are visible in the Summary view of the Problem List have a status of Active.  If a problem has any other status, it is displayed in the History view of that chart tab. Follow these steps to remove a problem from the active list:

1. Once in a patient's chart, select the Problem List chart tab.
   
   


2. Click on the problem item from the grid on the Summary window.  An edit window will appear.
   
   


3. Change the Status drop down to anything other than Active.
   
   


4. Click the Save button
   
   

The Problem List has the ability to be used to create an Assessment/Plan for a specific condition.  To do this, a user will make a comment on a problem.  The user will then choose to use this diagnosis on their Superbill for that same day.  When the comment and the Superbill are created on the same day, the comment will display on the note.

Step 1: Add the Assessment to the Problem

1. Once in a patient's chart, select the Problem List chart tab.
   
   


2. Click on the problem item from the grid on the Summary window.  An Edit Problem window will appear.
   
   


3. In the New Note field, type, dictate, or copy forward an old note.  
   
   


4. Click OK on the Edit Problem window.
   
   


5. Click Save on the Problem List chart tab.
   
   

Step 2: Add the Problem to the Superbill

1. Select the Superbill chart tab
   
   


2. Add the problem to the Charge Summary. This can be done in many different ways.
   1. If you created the assessment on the problem today, the system should recommend that you add the Diagnosis to the Superbill for this patient.
      
      
   
   
   2. You can manually select the diagnosis from the Problem List bluebar that is automatically generated.
      
      
   
   
   3. You can search for the diagnosis in the Lookup bluebar.
      
      
   
   
3. Add other necessary details to the Superbill.  Ensure the problem that you performed the Assessment on is listed in the Charge Summary.  Save the Superbill.
   
   

Step 3: Create the Note

1. Select the SOAP Note chart tab
   
   


2.  The note should auto-populate. If not, click Re-Populate Note.
   
   


3. You will notice the note that was added to the problem will show in the Assessment portion of the note by default.
   
   

The Problem List History screen displays a patient's complete list of diagnoses regardless of their status (Active, Inactive, Removed or Resolved). Follow these steps to view the Problem List History:

1. Once in a patient's chart, select the Problem List chart tab.
   
   


2.  Click on the History button on the EMR Toolbar.
   
   


3. Click on a problem to open the Edit Problem screen. 
   
   


4. Edit the problem as necessary. 
   
   


5. Press the OK button.
   
   


6. Click Save when you are done editing/viewing all other problems.
   
   


7. Click the Details button to return to the Problem List Summary screen