Flow Sheets Quick Reference Guide

Introduction

A Flow Sheet is a way to track important clinical data per patient. The Flow Sheet contains the procedure name, the required time interval at which the procedure is due, the time since it has been done, whether it is due and the date on which that procedure was completed. When applicable, the system will automatically update information in the patient’s Flow Sheet with data contained in imported lab reports.

 

 

 

To Access a Flow Sheet

  1. Open the patient's chart.
     

  2. Click the Flowsheet tab.
     

  3. Click Flow Sheet > Set and then select the appropriate Flow Sheet.

 

 

 

To Create a New Flow Sheet

  1. Open any patient chart.
     

  2. Click the Flowsheet tab.
     

  3. Click Flow Sheet > Set > New Set…
     

  4. Name the Flow Sheet, choose whether it is Global or Individual (just for this patient), and whether you want to clone the currently selected Flow Sheet.
     

  5. Click the OK button.

 

 

 

To Add an Item to the Flow Sheet

  1. Open the patient's chart.
     

  2. Click the Flowsheet tab.
     

  3. Click Flow Sheet > Set > the appropriate Flow Sheet.
     

  4. Click Flow Sheet > Add Item.
     

  5. Select the Adult, Peds, or Follow-Up tab.
     

    Tab

    Description

    Adult

    Use this tab if the procedure is only done on adults.  This will give you the option to set how often the procedure should be repeated, whether it is for males or females and what age to start tracking it at.

    Peds

    Use this tab if the procedure is only done on pediatrics. This will give you the option for what age the procedure is due at.

    Follow-Up

    Use this tab if the procedure needs to be followed up on. For example, a Hepatitis shot may have to be given now and in three months. This will give you the option for what age the procedure is due at.

 

  1. Click the Select… button.
     

  2. Search for and select the Procedure (highlight and click the OK button).
     

  3. When finished, click the OK button in the Add Flow Sheet Item dialog.

 

 

 

 

To Move Items in a Flow Sheet

  1. Click   next to the item you want to move. This will highlight the entire row.
     

  2. Drag and drop it where you want it to go.

 

 

 

To Remove an Item from a Flow Sheet

  1. Open the patient's chart.
     

  2. Click the Flowsheet tab.
     

  3. Click Flow Sheet > Set > the appropriate Flow Sheet.
     

  4. Click   next to the item you want to remove. This will highlight the entire row.
     

  5. Click Flow Sheet > Remove Item.
     

  6. Click the OK button.

 

 

 

Set a Default Flow Sheet

  1. Click Edit > Preferences.
     

  2. In the Preferences dialog, click the Appearance tab.
     

  3. Check the Set Default Flowsheet option, and select the desired Flow Sheet.
     

  4. Click the OK button.