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✔✔SmartTools: SmartText - ✔✔The original documentation tool; they are text templates
used for notes, letters, patient instructions, and more.
✔✔SmartText vs SmartPhrase - ✔✔ST Can be limited by age, sex, functional type; can
be part of a SmartSet; default letter type; default in Notes/navigator; default in A/P note
for problem list diagnosis.
✔✔SmartTools: SmartPhrase - ✔✔Shortcuts used to enter text quickly. Enter a dot
(period) and then completion match on its name. They can contain words, wildcards
(***), SmartLists, and SmartLinks.
✔✔SmartTools: SmartLink - ✔✔Reduce documentation time by automatically
customizing the information in notes. May be embedded into SmartPhrases or
SmartText. Can pull discrete data but cannot store it; example: .name or .sex
✔✔SmartTools: SmartList - ✔✔Used for manually customizing the note for a patient
visit. Give drop down choices in the note to select from; press F2 to flow through, left-
click to pick, right-click to stick.
✔✔NoteWriter: Note Template - ✔✔A type of SmartText that can include SmartBlock-
type Links, which relate to the NoteWriter activity. Can be set up on a drop-down menu
next to Create Note and also as speed buttons.
✔✔NoteWriter: SmartBlock - ✔✔A template that contains pre-selected values (macros)
for Physical Exam, ROS, and specific Procedure forms.
✔✔NoteWriter: NoteWriter - ✔✔Another tool for writing notes; uses SmartForms. Users
make a series of point-and-click selections on the forms, and this tool generates prose
text based on selections.
✔✔For SmartTexts: Functional Type - ✔✔Controls the purpose of a SmartText, whether
it allows rich text formatting, and which SmartLinks it can use. EpicCare Ambulatory
begin with "MR" (for Medical Records).
✔✔For SmartLists: Multiple Response - ✔✔Blue options within a SmartList.
✔✔For SmartLists: Single Response - ✔✔Yellow options within a SmartList.
✔✔For SmartLists: Connection Logic - ✔✔If users can make multiple selections from a
SmartList, this determines how the selections will relate to each other (Example OR,
AND).
, ✔✔For SmartLists: Mutually Exclusive - ✔✔Multiple response list that doesn't allow
certain choices selected together.
✔✔For SmartLists: Group Key - ✔✔Identifies what options belong to each other in a
Mutually Exclusive SmartList set up.
✔✔For SmartLists: Refreshable - ✔✔SmartLists that have a colored/highlighted
background. Can be reopened to make changes.
✔✔SmartList Manager - ✔✔Inside SmartTools, allows the creation and modification of
SmartLists.
✔✔CAM (Clinic-Administered Medication) - ✔✔Represented by a syringe icon, indicates
medications administered while in inpatient mode.
✔✔MAR - ✔✔where medication administration is documented.
✔✔Open Order - ✔✔Orders that fall into the Standing or Future category.
✔✔Order Status: Normal - ✔✔A single instance order that is sent to its destination when
it is signed.
✔✔Order Status: Future - ✔✔An order for one item that will not be released immediately
(usually not completed during the encounter in which its ordered).
✔✔Order Status: Standing - ✔✔Used for multiple of an order that will be released in the
future.
✔✔Parent Order - ✔✔Is the order created when it's first signed and stores the
authorization and number of occurrences.
✔✔Child Orders - ✔✔Created each time an additional order is released from an open
order.
✔✔Preference List - ✔✔A list of recommended or preferred items.
✔✔SmartSet - ✔✔Decision support tool to help clinicians work through a visit efficiently
and within your organization's recommendations. Often includes the progress note,
orders and medications, diagnoses, patient instructions, LOS, and follow-up.
✔✔Express Lane - ✔✔a specially programmed navigator that helps clinicians complete
the most common visits for their specialty quickly and in one place. appears if various
conditions such as specialty and chief complaint are evaluated as true.