Editing quick-picks

You can edit any of the custom 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. However, you cannot edit the system default quick-picks. Changing a quick-pick does not affect clinical notes that have already been entered using that quick-pick.

To edit a quick-pick

1. If you want to edit a quick-pick for location-specific templates, but you are not already viewing the correct location, select it on the Location menu. However, if you want to edit a quick-pick for shareable templates, you can be viewing any location.

2. On the Settings menu, under Patient Care, click (or tap) Clinical Note Templates.

   The Clinical Note Template Setup page opens.

3. Do one of the following:

   • To edit a quick-pick for location-specific templates, leave the Current Set tab selected.

     

   • To edit a quick-pick for shareable templates, select the Shareable Set tab.

     

4. 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 editing a quick-pick.

     

     Current Set tab

     

     Shareable Set tab

     The options for entering a new clinical note template appear.

     

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

   

   The Manage Quick-Picks dialog box appears.

   

6. Select the quick-pick that you want to edit, and then click (or tap) Edit.

   

   The options for editing the quick-pick become available.

7. Complete the steps to edit 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:

      • Checkboxes (multiple choice) - Edit the text of 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 checkbox that the user can select and clear. To add another answer, 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 .

        

      • One response from list - To change a possible answer for the question, edit the corresponding text. When the quick-pick is used to enter a clinical note, the specified text appears as an option that the user can select. To add another answer, click (or tap) Add Another Response, and then enter the desired text. To remove an answer, delete the corresponding text.

        

      • Number - Either select the Empty field option to not have a default value appear when the quick-pick is used to enter a clinical note, or select the Default value option to have a default value appear. If the Default value option is selected, enter the desired number. The number can be changed by the person entering the clinical note. The box accepts only zero and positive whole numbers not decimal points or negative signs.

        

      • Date - Either select the Empty field option to not have a default date appear when the quick-pick is used to enter a clinical note, select the Today's date option to have the date you enter the note appear by default, or select the Specific date to have the date you specify appear. If the Specific date option is selected, either enter the desired date in the box (in a mmddyyyy, mm/dd/yyyy, or mm/dd/yy format), or select the desired date from a calendar (by clicking the calendar icon, adjusting the month and year as needed, and then selecting the day). The date can be changed by the person entering the clinical note.

        

      • 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.

        

   6. Click (or tap) Done.

   The quick-pick is selected in the Quick-Picks list.

   

8. 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.