Add Screening Information to a Chart Note

The Screening dialog allows you to configure any applicable screening information, in the form of questionnaires, surveys, and forms, for a patient in the chart note for those templates that have the Screening button.

 

Currently, there are five questionnaires available to configure for patients: the Social, Psychological and Behavioral questionnaire, the  Quick Depression Assessment Panel (PHQ9) questionnaire, the Generalized Anxiety Disorder (GAD7) questionnaire, the Falls Risk Assessment questionnaire, and the Blessed Orientation Memory Concentration Test (Cognitive Assessment) questionnaire. Depending how the screening button is configured in the template editor, all five questionnaires can be accessed in Screening dialog via corresponding buttons at the top of the dialog; or any combination, up to the five available, of those questionnaires could be available via the Screening button.
 

Use the following steps to configure screening information for a patient in a chart note.

 

 

  1. Open the patient's chart note.
     

  2. Click the button in the chart note. The Screening dialog will appear.
     

  3. If the Screening dialog contains multiple questionnaires, they appear as buttons at the top of the dialog. Click the corresponding questionnaire button (Social, Psychological and Behavioral, Quick Depression Assessment Panel (PHQ9), Generalized Anxiety Disorder (GAD7), Falls Risk Assessment questionnaire, or Blessed Orientation Memory Concentration Test (Cognitive Assessment)).
     

  4. If you clicked the  Social, Psychological and Behavioral questionnaire, you can configure the answers for questions regarding Financial Resource Strain, Education, Stress, Depression, Physical Activity, Alcohol Use, and Violence that are based on the 2015 Edition Health IT Certification Criteria published by the Office of the National Coordinator for Health IT. Simply, click the drop-down list and select the applicable answer next to the corresponding question for each category.

    NOTE: The Depression, Alcohol Use, and Violence options have a measured Total Score based on the answered questions within the respective section that allows you to quickly determine the severity of the screening and thereby offer further testing or treatment as needed. If you click the Total Score link in each section additional information is provided that displays how the scoring is conducted and providing further information.




    The Note Output options at the bottom of the dialog provides you with choices to determine how this information is outputted to the note. You can choose to output only the Title, to output the configured information in List format, or to output the configured information in Paragraph format.



     

  5. If you clicked the Quick Depression Assessment Panel (PHQ9) questionnaire, you can configure the answers for the various questions (Not at all, Several days, More than half the days, Nearly every day, and Declined to specify).

    The first nine questions have a measured Total Score based on the answered questions above that allows you to quickly determine the severity of the screening and thereby offer further testing or treatment as needed. If you click the Total Score link, additional information is provided that displays how the scoring is conducted and providing further information.

    The Note Output options at the bottom of the dialog provides you with choices to determine how this information is outputted to the note. You can choose to output only the Title, to output the configured information in List format, or to output the configured information in Paragraph format.



     

  6. If you clicked the Generalized Anxiety Disorder (GAD7) questionnaire, you can configure the answers for the various questions (Not at all, Several days, More than half the days, Nearly every day, and Declined to specify).

    The seven questions have a measured Total Score based on the answered questions above that allows you to quickly determine the severity of the screening and thereby offer further testing or treatment as needed. If you click the Total Score link, additional information is provided that displays how the scoring is conducted and providing further information.

    The Note Output options at the bottom of the dialog provides you with choices to determine how this information is outputted to the note. You can choose to output only the Title, to output the configured information in List format, or to output the configured information in Paragraph format.



     

  7. If you clicked the Falls Risk Assessment questionnaire, you can configure the answers for the various questions.

    Do note if the answer to the second question (Is the patient ambulatory?), is anything other than Yes or blank (unanswered), the assessment questionnaire sections below will be grayed out and no score will be given. Likewise, if the answer to the third question (Screening not done for medical reason), is Yes, the assessment questionnaire sections below will be grayed out and no score will be given.

    If you click the Balance link you are provided with additional information on how to assess the patient for the questions in that section.




    The Medication link provides access to a list of medications to consider while answering the questions in that section of the questionnaire. While the Predisposing Conditions or Diseases link provides access to a list of conditions and diseases to consider when answering the question for that section.

    The various assessment questions have a measured Total Score based on the answered questions allowing you to quickly determine if the patient is “at risk” for future falls and thereby offer further testing or treatment as needed. If you click the Total Score link, additional information is provided about how the scoring is conducted.

    The Note Output options at the bottom of the dialog provides you with choices to determine how this information is outputted to the note. You can choose to output only the Title, to output the configured information in List format, or to output the configured information in Paragraph format.



     

  8. If you clicked the Blessed Orientation Memory Concentration Test (Cognitive Assessment) questionnaire, you can configure the answers for the various questions.

    Do note if the answer to the first question (Screening not done for medical reason), is Yes, the assessment questionnaire sections below will be grayed out and no score will be given. Likewise, if the answer to the second question (Screening not done for patient reason), is anything other than Yes or blank (unanswered), the assessment questionnaire sections below will be grayed out and no score will be given.

    The Repeat the memory phrase… link provides access to detailed information on how to score this aspect of the questionnaire.

    The various assessment questions have a measured Total Score based on the answered questions allowing you to quickly determine if the patient assessment is consistent with dementia and thereby offer further testing or treatment as needed. If you click the Total Score link, additional information is provided about how the scoring is conducted.

    The Note Output options at the bottom of the dialog provides you with choices to determine how this information is outputted to the note. You can choose to output only the Title, to output the configured information in List format, or to output the configured information in Paragraph format.



     

  9. When finished, click the OK button and the screening information will appear in the chart note as well as in the History. Likewise, the applicable LOINC codes will be attached to the options selected and the information will also be used for any applicable Meaningful Use objectives and measures.