Customizing structured exam templates
View video tutorial: Creating custom exam fields
You can create and customize custom exams to include only the fields that you require within SOAP notes. You can also create you own custom fields. A wizard walks you through the process.
Steps
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1.
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From the WorkDesk menu, choose Configure > Custom Exam Forms. The Custom Exam Subform Wizard opens. |
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2.
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To edit an existing exam, select it in the list. |
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3.
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To create a new custom exam, select the Create New Custom Exam check box and type a name (up to 49 characters including only letters, numbers, and/or spaces). |
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5.
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Select whether to Include Vitals. If you choose Yes, select the vitals that will be required in the exam. |
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7.
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Select your desired exam system and part and click the right arrow > to move it to the Selected Fields list. Repeat for all the parts you need. Use the left arrow to remove a field. |
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9.
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If the available fields do not include the information you need, add additional custom exam fields: |
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b)
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Choose an exam system. |
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c)
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Type a name for the new field. Include only letters, numbers, and spaces. The name cannot end with a number and cannot exceed 36 characters. This is the name that will appear within the SOAP note. |
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d)
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Select the Field Type and enter the values. |
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e)
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Click Append New Custom Exam Field To List. |
The item appears in the Selected Fields with an @ symbol to indicate this is a custom field.
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10.
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Click Next. A window with a seemingly empty table opens. |
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11.
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Specify the order and location for the fields to appear in the SOAP note: |
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a)
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Click a cell to display the list of the fields that you chose. |
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b)
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Click the field that you want to appear in the custom exam. |
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c)
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Click another cell in the table to place the next field. |
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d)
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Repeat until all your fields are placed within the two columns and in the order that you want them to appear. |
Your custom exam is now available to use from the EXAM list within the SOAP template.
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