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Using forms to build Letters?

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Last Post by jessicaw 8 years ago

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jessicaw

(@jessicaw)

Posts: 434

Prominent Member

Topic starter

I have a few Ortho providers who would like the option to Check boxes to create things like work excuses.

The only way I know of to make this an option is to use a form to create a letter. Is anyone currently using custom forms to create letters? I would be interested in any feedback before I start working on this project.

Posted : January 3, 2017 3:47 am

Scott Forest

(@sforest)

Posts: 527

Honorable Member

I have a form I built that creates a work/school/gym/travel note. It works really well, it gets placed on hold in the pod and once the check out person makes the patient's next appointment she adds that and it populates in the note. It gets signed and given to the patient. It works out great. The staff seem to like it. Its a giant improvement over our old letter.

Posted : January 3, 2017 4:02 am

joeg1962

(@joeg1962)

Posts: 843

Noble Member

I have actually done a couple of custom 'letters' as you describe.

Someone completes check boxes, fills in text boxes, etc.., all writing to OBS Codes.

Then, rather than a letter, I created handouts (same logic as letters). But (the real nice thing), I added a button to the screen (form) being completed to print the document. You can do PrintHandout from a button, but cannot do a PrintLetter. Thus, the person after completing the entries on screen, can immediately print the document for the patient.

Perhaps an approach like this would work?

Posted : January 3, 2017 4:26 am

jessicaw

(@jessicaw)

Posts: 434

Prominent Member

Topic starter

This is the workflow I had in mind. The only downfall would be if a "letter" is needed after the appt. A separate encounter would need to be created in order to create the "letter".....

Posted : January 3, 2017 4:36 am

joeg1962

(@joeg1962)

Posts: 843

Noble Member

Why need an encounter? If we wish to reprint, we simply click on the handout button and then find the template.

One example usage for us is 'care plans'. Data is stored to OBS, and then the handout for 'Care Plan' can be requested, printing out a header explaining care plans, then goals, and then the current med list.

** Below is the coding used (as an example, you may need to change OBS code):

{PATIENT.FIRSTNAME} {PATIENT.LASTNAME}, MRN: {PATIENT.MEDRECNO}, date of birth: {PATIENT.DATEOFBIRTH}

Our practice is working to provide the best care possible for our patients. We are asking patients and providers to work together to create a care plan that will address lifestyle and treatment goals. In addition to identifying specific goals, the plan will address barriers, education, resources, and self-management tools that might be useful when working to achieve the goals. At the end of the visit, you will receive a copy of the care plan to reference at home.

Patient Preferences, lifestyle and treatment goals

{if LASTOBSVALUE("CC GOAL#1") <> "" then "Goal #1: " +LASTOBSVALUE('CC GOAL#1') + STR(HRET) + "Barrier(s): " +LASTOBSVALUE('CC GOAL#1 TY') + STR(HRET) + "Plan: " +LASTOBSVALUE('CC GOAL#1 ST') + STR(HRET) + "Status: " +LASTOBSVALUE('MGMT PLAN 1') else "" endif}

{if LASTOBSVALUE("CC GOAL#2") <> "" then "Goal #2: " +LASTOBSVALUE('CC GOAL#2') + STR(HRET) + "Barrier(s): " +LASTOBSVALUE('CC GOAL#2 TY') + STR(HRET) + "Plan: " +LASTOBSVALUE('CC GOAL#2 ST') + STR(HRET) + "Status: " +LASTOBSVALUE('MGMT PLAN 2')else "" endif}

{if LASTOBSVALUE("CC GOAL#3") <> "" then "Goal #3: " +LASTOBSVALUE('CC GOAL#3') + STR(HRET) + "Barrier(s): " +LASTOBSVALUE('CC GOAL#3 TY') + STR(HRET) + "Plan: " +LASTOBSVALUE('CC GOAL#3 ST') + STR(HRET) + "Status: " +LASTOBSVALUE('MGMT PLAN 3')else "" endif}

{if LASTOBSVALUE("CC GOAL#4") <> "" then "Goal #4: " +LASTOBSVALUE('CC GOAL#4') + STR(HRET) + "Barrier(s): " +LASTOBSVALUE('CC GOAL#4 TY') + STR(HRET) + "Plan: " +LASTOBSVALUE('CC GOAL#4 ST') + STR(HRET) + "Status: " +LASTOBSVALUE('MGMT PLAN 4')else "" endif}

{if LASTOBSVALUE("PMH PCPCOMM") <> "" then "Comments: " +LASTOBSVALUE('PMH PCPCOMM') else "" endif}

Current Medication Listing
{MEDS_AFTER()}

Posted : January 3, 2017 4:47 am

jessicaw

(@jessicaw)

Posts: 434

Prominent Member

Topic starter

I guess I was thinking more of instances where a patient needed a work note extension or perhaps the patient did not think they would need a work excuse at the time of the appt. Or in the cases where the patient is a child and the parent forgot to request a work excuse for themselves at the appt.

Unfortunately we do get calls requesting work excuses after the fact. And frequently get calls requesting an extension on their work excuse.

Posted : January 3, 2017 5:10 am

ljburnham

(@ljburnham)

Posts: 331

Reputable Member

Scott Forest
Would you mind sharing your letter?
Thanks
Laurie

Posted : January 10, 2017 4:59 am

dlevine

(@dlevine)

Posts: 17

Eminent Member

Would you be able to share it?

Posted : January 22, 2017 12:48 am

jessicaw

(@jessicaw)

Posts: 434

Prominent Member

Topic starter

I would be interested in seeing your form as well. [email protected]

Posted : January 23, 2017 6:44 am

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