Create a New Note in Epic: A Comprehensive Guide

Navigating the intricate labyrinth of Epic might be daunting, however mastering the artwork of making new notes is crucial for efficient documentation and seamless communication inside the healthcare ecosystem. Embark on this complete information and unveil the secrets and techniques to crafting impeccable notes that convey your medical insights with readability and precision, leaving an indelible mark on affected person care.

To provoke the method, navigate to the “New Observe” button, a beacon beckoning you to seize your observations and contribute to the tapestry of the affected person’s medical historical past. With a clean canvas earlier than you, conjure a title that succinctly encapsulates the essence of the observe, guiding the reader’s consideration to its core objective. Subsequent, choose the suitable observe sort from the myriad choices obtainable, making certain it aligns seamlessly with the content material you plan to convey. Whether or not crafting a progress observe to chronicle the affected person’s journey or an admission observe to determine a stable basis for his or her care, meticulous choice of the observe sort will pave the way in which for efficient communication.

With the groundwork laid, embark on the enriching journey of penning your observe. Start with a fascinating opener that entices the reader to delve into the depths of your medical experience. Make the most of vivid language and particular particulars to color a multifaceted image of the affected person’s situation, capturing their distinctive presentation and the intricacies of their well being standing. Interweave pertinent previous medical historical past, weaving a cohesive narrative that contextualizes the affected person’s present state of affairs and supplies a stable basis for understanding their healthcare trajectory. As you progress via the observe, seamlessly incorporate important parts akin to bodily examination findings, diagnostic take a look at outcomes, and remedy plans, making certain a complete overview of the affected person’s care.

Accessing the New Observe Function

Epic’s complete digital well being report (EHR) system supplies strong performance for healthcare suppliers to effectively doc and handle affected person care. Amongst its many capabilities, Epic gives a flexible “New Observe” characteristic that permits customers to shortly create and customise affected person notes, enhancing the accuracy and effectivity of documentation.

Navigating to the New Observe interface is an easy course of, accessible via numerous strategies. One widespread strategy is to make the most of the “Fast Observe” button positioned inside the affected person chart. By hovering over the affected person’s identify within the affected person checklist, a drop-down menu seems, presenting the “Fast Observe” choice. Alternatively, customers can entry the New Observe interface straight from the affected person’s EHR. Throughout the affected person chart, search for the “Paperwork” tab and choose “New Observe” from the drop-down menu.

Upon deciding on the “New Observe” choice, a brand new window or tab will open, displaying the New Observe interface. This interface consists of a number of sections, every designed to facilitate particular features of observe creation. The primary textual content editor occupies a outstanding place, offering a devoted house for getting into medical notes. Above the textual content editor, a toolbar gives fast entry to generally used formatting choices akin to daring, italics, and bullet factors, enabling customers to effortlessly improve the presentation of their notes.

Adjoining to the principle textual content editor, a collapsible sidebar supplies extra performance. The sidebar includes a number of tabs, together with “Templates,” “SmartPhrases,” and “Orders.” The “Templates” tab gives pre-defined observe templates that may be personalized and reused, saving time and making certain consistency in documentation. The “SmartPhrases” tab supplies a library of generally used phrases and macros that may be simply inserted into the observe, additional streamlining the documentation course of.

The “Orders” tab inside the sidebar permits customers to seamlessly combine medicine orders, laboratory exams, and different interventions straight into the affected person observe. This seamless integration enhances effectivity by lowering the necessity to navigate between totally different sections of the EHR to finish documentation duties.

Choices for Customizing New Notes

Epic’s New Observe characteristic empowers customers to personalize their documentation workflow via a spread of customization choices. These choices might be tailor-made to particular person preferences or particular medical eventualities, making certain optimum effectivity and accuracy.

Choosing Observe Varieties

Epic gives a various choice of observe sorts to accommodate the various documentation necessities of various healthcare settings. These observe sorts are designed to supply structured templates and predefined content material, streamlining documentation and making certain consistency. Customers can select from a variety of observe sorts, akin to progress notes, discharge summaries, operative reviews, and session notes, amongst others.

Using Customizable Templates

Epic’s New Observe characteristic supplies the pliability to create, customise, and use observe templates. These templates might be tailor-made to particular medical domains, akin to cardiology, oncology, or pediatrics. By using templates, customers can streamline the documentation course of, making certain consistency and completeness of their notes.

Incorporating SmartPhrases

Epic’s intensive library of SmartPhrases permits customers to insert often used phrases and macros into their notes with a easy click on. This characteristic expedites documentation, lowering the necessity for repetitive typing and minimizing the chance of errors. SmartPhrases might be personalized and arranged into classes, permitting customers to shortly entry probably the most related phrases for his or her particular documentation wants.

Integrating Orders and Outcomes

The New Observe interface seamlessly integrates with Epic’s strong order entry and outcomes reporting programs. This integration permits customers to include orders, laboratory outcomes, and different related medical data straight into their notes. By eliminating the necessity to navigate between totally different sections of the EHR, this integration enhances effectivity and reduces the chance of errors.

Personalizing the Interface

Epic’s New Observe interface might be customized to match particular person preferences and workflow necessities. Customers can customise the format of the interface, together with the situation of toolbars, sidebars, and different parts. Moreover, customers can create and save customized views, permitting them to shortly entry often used instruments and data.

Safety and Confidentiality

Epic prioritizes the safety and confidentiality of affected person data. The New Observe interface incorporates strong safety measures to guard affected person information from unauthorized entry and breaches. Entry to affected person notes is restricted primarily based on person permissions, making certain that solely approved healthcare suppliers can view and edit affected person data. Moreover, Epic’s audit trails present a complete report of all actions carried out inside the EHR, together with the creation and modification of notes.

Getting into the Observe’s Topic

To start creating a brand new observe in Epic, you may first want to supply a topic. This topic will make it easier to and others shortly determine the aim and content material of the observe. To enter the topic, observe these detailed steps:

1. Click on on the “New Observe” button: Find the “New Observe” button, sometimes discovered within the upper-right nook of the Epic person interface. Click on on this button to provoke the observe creation course of.
2. Select the suitable observe sort: A dropdown menu will seem, presenting you with numerous observe sorts. Choose the observe sort that greatest aligns with the aim and content material of the observe you want to create. For example, if the observe pertains to a selected affected person’s encounter, select the “Encounter Observe” choice.
3. Enter the topic: Within the “Topic” area, sort in a concise and descriptive topic on your observe. This topic ought to clearly point out the important thing subject or focus of the observe. Use particular key phrases that spotlight the observe’s objective. For instance, as a substitute of utilizing a generic topic like “Affected person Replace,” think about using a topic like “Hypertension Administration for Affected person X.”
   • Keep away from utilizing abbreviations or medical jargon: The topic ought to be simply comprehensible to anybody who reads the observe, together with non-medical personnel.
   • Think about using key phrases for searchability: Should you anticipate that you simply or others could must seek for this observe later, embody related key phrases within the topic.

   li>Hold the topic concise: Goal for a topic size of round 5-15 phrases. This ensures that the topic is definitely readable and informative.

4. Click on “OK” to finalize the topic: After getting entered the specified topic, click on on the “OK” button. This may finalize the topic and take you to the observe editor, the place you possibly can proceed with writing the content material of your observe.

Topic Instance	Rationalization
Hypertension Administration for Affected person X	Clear and concise: Signifies the particular objective of the observe (hypertension administration) and the affected person it pertains to (Affected person X).
Affected person Replace	Generic and ambiguous: Gives no particular details about the content material of the observe or the affected person it pertains to.
Hypertension: Medicines and Life-style Adjustments	Use of key phrases: Consists of key phrases like “hypertension,” “drugs,” and “way of life adjustments” for elevated searchability.

Including Physique Content material to the Observe

After getting created a brand new observe, you possibly can start including content material to it. There are a number of methods to do that, together with:

1. Typing straight into the observe

   You’ll be able to merely begin typing your observe straight into the physique of the observe. That is probably the most easy method so as to add content material, and it lets you shortly and simply get your ideas down.

2. Pasting textual content from one other supply

   When you’ve got textual content that you’ve already written or copied from one other supply, you possibly can paste it into the observe. To do that, merely copy the textual content, then click on on the “Paste” button within the observe toolbar.

3. Inserting photographs or information

   You can too insert photographs or information into the observe. To do that, click on on the “Insert” button within the observe toolbar, then choose the kind of file you need to insert. You’ll be able to insert photographs out of your laptop, from a URL, or from a cloud storage service.

4. Making a desk

   If you should create a desk in your observe, click on on the “Desk” button within the observe toolbar. This may insert a desk with a default variety of rows and columns. You’ll be able to then add or delete rows and columns as wanted.

Along with these fundamental content material sorts, you may also add different parts to your notes, akin to:

• Headings

  You’ll be able to create headings in your observe to assist arrange your content material. To do that, merely click on on the “Heading” button within the observe toolbar, then choose the extent of heading you need to create.

• Lists

  You’ll be able to create lists in your observe to assist arrange your content material. To do that, merely click on on the “Listing” button within the observe toolbar, then choose the kind of checklist you need to create.

• Hyperlinks

  You’ll be able to create hyperlinks in your observe to hyperlink to different web sites or sources. To do that, merely spotlight the textual content you need to hyperlink, then click on on the “Hyperlink” button within the observe toolbar. You’ll be able to then enter the URL of the web site or useful resource you need to hyperlink to.

• Notes

  You’ll be able to create notes in your observe so as to add extra data or feedback. To do that, merely click on on the “Observe” button within the observe toolbar. This may insert a observe into your observe. You’ll be able to then sort your observe into the observe area.

Through the use of these totally different content material sorts, you possibly can create notes which are each informative and arranged. You can too use notes to share your ideas and concepts with others.

151 How To Make New Observe In Epic

Epic is a broadly used digital well being report (EHR) system in healthcare organizations. It supplies a complete platform for managing affected person data, together with medical historical past, drugs, allergic reactions, and progress notes.

Creating new notes in Epic is a vital activity for healthcare professionals to doc affected person encounters, observe progress, and talk with different crew members. This information will present a step-by-step course of on create new notes in Epic, together with specifying the observe’s writer.

Specifying the Observe’s Writer

When creating a brand new observe in Epic, it’s important to specify the writer of the observe. The writer is the healthcare skilled who’s answerable for the content material of the observe and is usually a doctor, nurse, or different approved personnel. This is specify the observe’s writer:

1. Open the New Observe Window

To create a brand new observe, start by clicking on the “New Observe” button inside the affected person’s chart. This may launch the New Observe window.

2. Choose the Observe Kind

Within the New Observe window, you will have to pick the kind of observe you need to create. Epic gives numerous observe sorts, akin to Progress Notes, Seek the advice of Notes, and Discharge Summaries. Select the suitable observe sort primarily based on the aim of your documentation.

3. Enter the Observe Title

After getting chosen the observe sort, enter a descriptive title on your observe. The title ought to present a quick abstract of the observe’s content material, making it straightforward to determine later.

4. Click on on the “Writer” Discipline

Within the New Observe window, find the “Writer” area. This area will show the identify of the presently logged-in person who’s creating the observe. If you should change the writer, click on on the “Writer” area.

5. Seek for the Writer

A pop-up window will seem, permitting you to seek for the specified writer. You’ll be able to enter the writer’s identify, worker ID, or every other figuring out data within the search bar. An inventory of matching authors will likely be displayed.

If the writer you’re in search of isn’t listed, chances are you’ll must contact your Epic system administrator to grant them applicable entry to create notes.

6. Choose the Writer

After getting discovered the specified writer, click on on their identify to pick them. The chosen writer’s identify will likely be displayed within the “Writer” area of the New Observe window.

7. Confirm the Writer

Earlier than saving the observe, it is very important confirm that the proper writer has been chosen. The writer’s identify ought to seem within the “Writer” area, together with their title and credentials.

8. Save the Observe

After getting specified the observe’s writer and accomplished the observe’s content material, click on on the “Save” button to avoid wasting the observe. The observe will likely be added to the affected person’s chart below the desired observe sort.

Step	Motion
1	Open the New Observe window.
2	Choose the observe sort.
3	Enter the observe title.
4	Click on on the “Writer” area.
5	Seek for the writer.
6	Choose the writer.
7	Confirm the writer.
8	Save the observe.

Previewing the Observe earlier than Saving

After you might have entered all the mandatory data into the observe, you possibly can preview it earlier than saving it to guarantee that it’s full and correct.

To preview the observe, click on on the “Preview” button within the toolbar. This may open a brand new window that shows a preview of the observe. The preview will present you the observe’s content material, in addition to any attachments or feedback which were added.

You should use the preview to make any crucial adjustments to the observe earlier than saving it. For instance, you possibly can add or take away textual content, change the formatting, or add attachments.

As soon as you’re glad with the preview, click on on the “Save” button to avoid wasting the observe.

Ideas for Previewing the Observe

Listed here are a couple of suggestions for previewing the observe earlier than saving it:

• Verify the content material of the observe. Make it possible for all the crucial data is included and that it’s correct.
• Verify the formatting of the observe. Make it possible for the textual content is formatted accurately and that the format is simple to learn.
• Verify the attachments. Make it possible for all the attachments are included and that they’re within the appropriate format.
• Verify the feedback. Make it possible for all the feedback are included and that they’re related to the observe.

Troubleshooting Observe Preview

In case you are having bother previewing the observe, right here are some things you possibly can attempt:

• Just be sure you have a pop-up blocker put in. When you’ve got a pop-up blocker put in, it could be blocking the preview window from opening.
• Strive refreshing the web page. If the preview window doesn’t open, attempt refreshing the web page.
• Contact your system administrator. In case you are nonetheless having bother previewing the observe, contact your system administrator for assist.

Steps for Preview	Motion
1. Click on on “Add New Observe” below the Chart tab.	Provoke observe creation course of.
2. Select a observe sort from the drop-down checklist.	Choose the kind of observe to create (e.g., Progress Observe, Discharge Abstract).
3. Full the observe fields with related data.	Enter particulars together with the affected person’s historical past, evaluation, plan, and different pertinent information.
4. Click on on the “Preview” button within the toolbar.	Show a preview of the observe earlier than saving.

By completely previewing your observe earlier than saving, you possibly can guarantee its completeness, accuracy, and compliance with related requirements, enhancing the standard of affected person care and minimizing the chance of errors or omissions.

Including Tables to the Observe

Tables are an effective way to arrange data in a observe. You should use them to create a listing of things, observe information over time, or show complicated relationships. So as to add a desk to a observe, observe these steps:

1. Click on on the “Insert” tab within the toolbar.

2. Choose “Desk” from the menu.

3. Drag your cursor over the grid to pick the variety of rows and columns you need.

4. Launch the mouse button to create the desk.

Now you can enter information into the desk by clicking on a cell and typing. To format the desk, right-click on a cell and choose “Desk Properties” from the menu. Within the Desk Properties dialog field, you possibly can change the border shade, cell padding, and cell spacing. You can too merge and cut up cells.

5. So as to add a row to the desk, click on on the “Insert” tab within the toolbar and choose “Insert Row Above” or “Insert Row Beneath.”

6. So as to add a column to the desk, click on on the “Insert” tab within the toolbar and choose “Insert Column Left” or “Insert Column Proper.”

7. To delete a row or column, right-click on the row or column and choose “Delete” from the menu.

8. To merge two or extra cells, choose the cells and right-click. Choose “Merge Cells” from the menu.

9. To separate a cell into two or extra cells, right-click on the cell and choose “Break up Cells” from the menu.

10. To resize a row or column, drag the border of the row or column to the specified measurement.

Here’s a desk instance that you need to use to trace your progress on a undertaking:

Process	Begin Date	Finish Date	Standing
Write proposal	2023-03-01	2023-03-15	In progress
Collect information	2023-03-16	2023-03-31	Not began
Analyze information	2023-04-01	2023-04-15	Not began
Write report	2023-04-16	2023-04-30	Not began

Including Hyperlinks to the Observe

So as to add hyperlinks to your Epic observe, observe these steps:

Step 1: Spotlight the Textual content

Spotlight the textual content you need to hyperlink by clicking and dragging your mouse over it.

Step 2: Click on the “A” (Anchor) Icon

Within the Epic observe editor toolbar, click on the “A” (anchor) icon.

Step 3: Enter the Hyperlink URL

Within the “Hyperlink URL” area of the pop-up window, enter the online deal with (URL) you need to hyperlink to.

Step 4: Customise Hyperlink Show (Non-obligatory)

You’ll be able to customise the looks of the hyperlink by getting into textual content within the “Show Textual content” area. This article will seem as a substitute of the URL. By default, the precise URL will likely be displayed.

Step 5: Click on “OK”

Click on the “OK” button to create the hyperlink.

Further Choices for Hyperlinks

Along with the essential steps above, you may also use the next choices to additional customise your hyperlinks:

• Open Hyperlink in New Tab: Verify the “Open Hyperlink in New Tab” field to open the linked web site in a brand new browser tab.
• Set Web page Title: Within the “Web page Title” area, enter a title for the linked webpage. This title will seem once you hover over the hyperlink.
• Add Goal: Within the “Goal” area, specify a goal for the hyperlink. The default goal is “_self,” which opens the hyperlink in the identical window. You can too use “_blank” to open the hyperlink in a brand new window.
• Add Class: Within the “Class” area, enter a CSS class to use to the hyperlink. This lets you customise the looks of the hyperlink utilizing CSS.

Greatest Practices for Utilizing Hyperlinks

When utilizing hyperlinks in Epic notes, take into account the next greatest practices:

• Use descriptive textual content: The displayed textual content of the hyperlink ought to clearly point out the place it leads. Keep away from utilizing generic phrases like “Click on right here.”
• Check hyperlinks usually: Be sure that your hyperlinks are working accurately by testing them usually.
• Take into account accessibility: Be sure that your hyperlinks are accessible to customers with disabilities by offering various textual content (alt textual content) the place applicable.

Utilizing Templates for Notes

Epic supplies quite a lot of observe templates that can be utilized to create structured notes that meet particular necessities. Templates might be created and customised by directors, and so they can be utilized by clinicians to shortly and simply create notes which are constant and full.

Making a New Observe Utilizing a Template

1. Click on the “New Observe” button on the affected person’s chart.
2. Within the “Observe Kind” area, choose the template you need to use.
3. Click on the “Create” button.

Customizing Observe Templates

Directors can customise observe templates to satisfy the particular wants of their group. This consists of including or eradicating fields, altering the order of fields, and setting default values. To customise a observe template:

1. Go to the “Administration” tab.
2. Click on on “Templates” within the left-hand navigation menu.
3. Click on on the “Observe Templates” tab.
4. Choose the template you need to customise and click on on the “Edit” button.

Utilizing SmartText in Observe Templates

SmartText is a characteristic that lets you insert generally used textual content and phrases into notes with a couple of keystrokes. SmartText can be utilized to insert affected person demographics, drugs, allergic reactions, and different data. To make use of SmartText in a observe template:

1. Place the cursor within the location the place you need to insert the SmartText.
2. Kind the SmartText code. For instance, to insert the affected person’s identify, sort %NAME%. SmartText codes are case-insensitive.
3. Press the “Enter” key.

SmartText Codes

The next desk lists some widespread SmartText codes:

Code	Description
%NAME%	Affected person’s identify
%DOB%	Affected person’s date of beginning
%MRN%	Affected person’s medical report quantity
%MEDICATIONS%	Listing of affected person’s drugs
%ALLERGIES%	Listing of affected person’s allergic reactions

Setting Observe Defaults

To switch the default settings for brand new notes, navigate to the “Configure” tab inside the Epic system.

Step-by-Step Directions

1. Entry Configuration Menu: Click on on the "Configure" tab located on the prime of the Epic interface.

2. Choose "Notes": Find and click on on the "Notes" choice from the left-hand menu.

3. Observe Default Settings: The "Observe Default Settings" panel will seem on the right-hand facet.

Customizable Default Settings

The next fields might be personalized to determine default settings for brand new notes:

• Observe Title: Specify the default prefix or suffix that will likely be mechanically added to new observe titles.

• Observe Kind: Choose the default observe sort for brand new notes (e.g., Progress Observe, Evaluation Observe).

• Template: Select a default template that will likely be used for brand new notes.

• Assigned Consumer: Designate a default person to whom new notes will likely be assigned.

• Expiration Date: Set a default expiration date for brand new notes.

• Show Title: Decide the default show identify for the person who created the observe.

Configure extra default settings tailor-made to your particular necessities.

Superior Observe Defaults

Past the essential settings, you possibly can additional customise observe defaults by tailoring the next attributes:

• Show Choices: Configure how notes are displayed (e.g., font measurement, observe width).

• Textual content Shade: Select default textual content colours for numerous observe sections (e.g., headers, physique textual content).

• Paragraph Indentation: Set the default indentation for paragraphs inside notes.

• Signature Line: Customise the default signature line that seems on the finish of notes.

• Font: Choose the default font and font measurement for observe content material.

By adjusting these superior settings, you possibly can create observe defaults that align exactly along with your establishment’s preferences and workflow.

Making a Default Observe Kind

You’ll be able to outline a customized default observe sort by following these steps:

1. Entry Observe Varieties: Navigate to "Configure" > "Notes" > "Observe Varieties."

2. Create New Observe Kind: Click on on the "Create" button to provoke the creation course of.

3. Observe Kind Title: Present a significant identify for the brand new observe sort.

4. Observe Template: Select a template that will likely be related to this observe sort.

5. Default Settings: Specify default settings for the brand new observe sort, together with visibility, accessibility, and retention interval.

After getting created a customized observe sort, you possibly can set it because the default for brand new notes within the “Observe Default Settings” panel.

Default Observe Safety

Guarantee applicable safety measures are in place by configuring note-level permissions via the “Safety” tab inside the Epic system.

1. Entry Management: Outline permissions to manage who can entry and think about notes.

2. Permission Teams: Create permission teams to handle observe entry for particular person roles.

3. Observe Authorization: Restrict entry to delicate observe content material by requiring authorization from designated customers.

4. Exercise Log: Keep an audit path of observe entry and modifications to make sure accountability.

By implementing strong safety measures, you possibly can safeguard the confidentiality and integrity of affected person data contained inside notes.

Setting Observe Priorities

Notes in Epic might be assigned totally different precedence ranges to point their urgency and significance. This is an in depth information on set observe priorities:

1. Open the Observe Editor

Start by opening the observe you want to assign a precedence to. If the observe is new, click on on the “New Observe” button within the affected person’s chart.

2. Entry the Precedence Drop-down Menu

Within the observe editor, find the “Precedence” drop-down menu. It is sometimes displayed within the upper-right nook of the display.

3. Choose a Precedence Stage

Click on on the drop-down arrow to disclose the checklist of obtainable precedence ranges. Epic gives a spread of choices, together with:

• Routine
• Pressing
• Excessive
• Crucial
• Stat

4. Take into account the Observe’s Significance

When deciding on a precedence degree, take into account the significance and urgency of the knowledge contained within the observe. This is a breakdown of every precedence degree:

Precedence Stage	Description
Routine	Non-urgent data that may be addressed throughout common clinic hours.
Pressing	Data that requires consideration however can wait till the following clinic go to.
Excessive	Vital data that must be addressed as quickly as potential.
Crucial	Data that requires instant motion and will impression the affected person’s security.
Stat	Data that requires instant consideration and pressing intervention.

5. Save the Observe

After getting assigned the suitable precedence degree, save the observe by clicking on the “Save” button. The precedence degree will likely be recorded and displayed within the checklist of notes within the affected person’s chart.

6. Issues for Pressing and Crucial Notes

For notes with excessive precedence ranges, akin to “Pressing” or “Crucial,” it is important to supply a transparent and concise abstract of the state of affairs within the first sentence. This abstract ought to embody any related affected person data, akin to important indicators, signs, and drugs.

7. Communication with Different Staff Members

If the observe comprises data that requires instant consideration from different crew members, think about using the “Flag” characteristic. This may ship an digital notification to the designated people, making certain that the message is acquired and acted upon promptly.

8. Modifying Observe Priorities Later

Observe priorities might be modified later if crucial. Merely open the observe once more, entry the “Precedence” drop-down menu, and choose the brand new precedence degree.

9. Utilizing the “Excessive Precedence Filter”

Epic supplies a “Excessive Precedence Filter” that permits customers to shortly determine notes with “Excessive,” “Crucial,” or “Stat” precedence ranges. This filter might be accessed from the “Notes” tab within the affected person’s chart.

10. Significance of Correct Precedence Setting

Assigning correct precedence ranges to notes helps be certain that pressing and important data is addressed promptly. It additionally streamlines communication amongst healthcare crew members, facilitating environment friendly affected person care.

Linking Notes Collectively

Inside Epic, you possibly can hyperlink notes collectively to determine relationships and facilitate cross-referencing. This characteristic lets you create a community of interconnected notes, offering a complete view of affected person data and enabling seamless navigation.

To hyperlink notes collectively:

1. Open the primary observe you need to hyperlink.
2. Click on on the “Hyperlink” button positioned within the toolbar on the prime of the observe.
3. Enter the Observe ID or seek for the observe you need to hyperlink to.
4. Click on on the “Hyperlink” button subsequent to the specified observe.

The 2 notes will now be linked collectively. You’ll be able to view the linked notes by clicking on the “Linked Notes” tab on the prime of the observe.

Linking A number of Notes

You’ll be able to hyperlink a number of notes collectively by following the steps outlined above for every observe. Every linked observe will likely be added to the “Linked Notes” tab of the principle observe.

Linking Notes to Paperwork

Along with linking notes to different notes, you may also hyperlink them to paperwork. That is helpful for attaching related paperwork, akin to photographs, PDFs, or lab outcomes, to a selected observe.

To hyperlink a observe to a doc:

1. Open the observe you need to hyperlink the doc to.
2. Click on on the “Doc” tab on the prime of the observe.
3. Click on on the “Choose File” button and browse to the doc you need to hyperlink.
4. Click on on the “Add” button.

The doc will now be linked to the observe and will likely be accessible from the “Doc” tab.

Using Hyperlinks

Hyperlinks can be utilized to create dynamic hyperlinks inside notes and to exterior sources. This supplies a fast and handy option to entry extra data.

Creating Hyperlinks to Different Notes

To create a hyperlink to a different observe:

1. Spotlight the textual content you need to hyperlink.
2. Click on on the “Hyperlink” button positioned within the toolbar on the prime of the observe.
3. Enter the Observe ID or seek for the observe you need to hyperlink to.
4. Choose the “Observe” tab.
5. Click on on the “Hyperlink” button subsequent to the specified observe.

Creating Hyperlinks to Paperwork

To create a hyperlink to a doc:

1. Spotlight the textual content you need to hyperlink.
2. Click on on the “Hyperlink” button positioned within the toolbar on the prime of the observe.
3. Choose the “Doc” tab.
4. Select the doc you need to hyperlink to.
5. Click on on the “Hyperlink” button.

Creating Hyperlinks to Exterior Sources

To create a hyperlink to an exterior useful resource, akin to a web site or PDF:

1. Spotlight the textual content you need to hyperlink.
2. Click on on the “Hyperlink” button positioned within the toolbar on the prime of the observe.
3. Choose the “Exterior” tab.
4. Enter the URL of the exterior useful resource.
5. Click on on the “Hyperlink” button.

Navigating Linked Notes and Paperwork

You’ll be able to simply navigate between linked notes and paperwork utilizing the next strategies:

• Click on on the “Linked Notes” tab on the prime of a observe to view a listing of all notes linked to that observe.
• Click on on the “Doc” tab on the prime of a observe to view a listing of all paperwork linked to that observe.
• Click on on any hyperlink inside a observe to open the linked observe, doc, or exterior useful resource.

Managing Linked Notes and Paperwork

You’ll be able to handle linked notes and paperwork within the following methods:

• Unlinking Notes: To unlink a observe, open the “Linked Notes” tab of the principle observe and click on on the “Unlink” button subsequent to the observe you need to take away.
• Unlinking Paperwork: To unlink a doc, open the “Doc” tab of the principle observe and click on on the “Take away” button subsequent to the doc you need to take away.
• Modifying Hyperlinks: To edit a hyperlink, spotlight the linked textual content and click on on the “Hyperlink” button positioned within the toolbar on the prime of the observe. Make any crucial adjustments to the hyperlink and click on on the “Replace” button.
• Eradicating Hyperlinks: To take away a hyperlink, spotlight the linked textual content and click on on the “Hyperlink” button positioned within the toolbar on the prime of the observe. Click on on the “Unlink” button to take away the hyperlink.

Advantages of Linking Notes and Paperwork

Linking notes and paperwork supplies a number of advantages, together with:

• Improved group and construction of affected person data
• Enhanced collaboration by permitting a number of customers to entry and contribute to the identical physique of knowledge
• Streamlined documentation and lowered duplication of effort
• Facilitated entry to related affected person data and sources
• Elevated effectivity and productiveness in affected person care

Greatest Practices for Linking Notes and Paperwork

To maximise the advantages of linking notes and paperwork, it is essential to observe these greatest practices:

Greatest Observe	Rationale
Use descriptive hyperlink textual content	Identifies the aim of the hyperlink clearly
Keep away from linking to notes or paperwork that aren’t related	Retains the community of linked notes and paperwork manageable and arranged
Overview and replace hyperlinks usually	Ensures that hyperlinks stay correct and related over time
Use hyperlinks sparingly	Prevents overloading notes with pointless hyperlinks and improves readability
Think about using a observe template or observe sort	Gives a structured strategy to linking notes and paperwork, making certain consistency and group

Inserting Photos into Notes

Epic permits customers to insert photographs into notes to boost the visible enchantment and convey data extra successfully. This characteristic is especially helpful for displaying charts, graphs, screenshots, or medical photographs. This is a step-by-step information on insert photographs into notes in Epic:

1. Open the affected person’s medical report and navigate to the specified observe.
2. Click on on the “Picture” icon positioned within the toolbar on the prime of the observe.
3. Choose the “Insert Picture” choice from the drop-down menu.
4. Within the “Insert Picture” dialog field, click on on the “Browse” button.
5. Find and choose the picture file you need to insert.
6. Click on on the “Open” button to add the picture into the observe.

Positioning the Picture

As soon as the picture is inserted, you possibly can modify its place inside the observe:

7. Click on on the picture to pick it. Handles will seem across the picture.
8. Drag and drop the picture to the specified location within the observe.
9. To resize the picture, click on on a deal with and drag it inwards or outwards.

Modifying the Picture

Epic supplies fundamental enhancing choices for photographs:

10. Click on on the picture to pick it.
11. A floating toolbar will seem above the picture with choices to rotate, crop, and delete the picture.

Including Picture Annotations

You’ll be able to add annotations to photographs to focus on particular areas or present extra data:

12. Click on on the picture to pick it.
13. Choose the “Annotations” tab from the floating toolbar above the picture.
14. Select the specified annotation sort (e.g., arrow, line, circle) and click on on the picture to put the annotation.
15. Enter any crucial textual content or notes into the annotation field that seems.

Embedding Exterior Photos

You can too embed exterior photographs from a URL into notes:

15. Click on on the “Picture” icon within the toolbar.
16. Choose the “Insert Picture from URL” choice.
17. Enter the URL of the exterior picture and click on on the “Insert” button.

Creating Picture Tables

For displaying a number of photographs side-by-side, you possibly can create a picture desk:

18. Click on on the “Desk” icon within the toolbar.
19. Choose the specified variety of columns and rows for the desk.
20. Click on on a cell within the desk and insert a picture utilizing the “Insert Picture” choice.

Picture Dimension and File Format

Epic recommends utilizing picture information with a most measurement of 5 MB. Supported picture codecs embody: JPG, JPEG, PNG, GIF, and BMP.

Further Ideas

• Use photographs to boost the visible enchantment of notes.
• Be selective in selecting photographs to keep away from overwhelming the reader.
• Be sure that photographs are related to the content material of the observe.
• Take into account the privateness and confidentiality of photographs earlier than inserting them.

Including Hyperlinks to Notes

Hyperlinks might be inserted into notes. Textual content destined to be transformed right into a hyperlink ought to be highlighted by first clicking and dragging the mouse to pick it. When the mouse button is launched, many choices will seem – one in every of which is the hyperlink button, which resembles two linked chain hyperlinks. Clicking this button will summon the “Edit Hyperlink” dialog field. Enter the URL of the web page to which you need to make the hyperlink within the “URL” area. The Goal Body drop down checklist can be utilized to manage which web page the hyperlink opens in – choose the notes field choice to make the hyperlink open within the present window.

Keyboard Shortcut: Ctrl + Okay

Including Hyperlinks to Exterior Web sites

If an exterior web site is to be linked to, the URL should begin with “http://” or “https://”. The Edit Hyperlink dialog field has a “Check Hyperlink” button that can be utilized to verify if the URL is legitimate and opens the proper web page. Ought to the hyperlink be invalid, an error message will likely be proven.

The “Edit Hyperlink” dialog field additionally supplies choices for setting a tooltip that can seem when the mouse hovers over the hyperlink, and for setting a goal body.

Including Hyperlinks to Epic Pages

A hyperlink to an Epic web page might be created by prepending the identify of the web page with “^”. For instance, to hyperlink to the “Inpatient” observe, use the next URL:

^Inpatient

The goal body choice can be utilized to manage which web page the hyperlink opens in. The default habits is to open the hyperlink in a small observe window inside the lively software. To make the hyperlink open in a brand new tab within the net browser, choose the “Epic Internet” choice from the “Goal Body” drop down checklist.

Hyperlink Colours and Show

Epic makes use of the next colours for hyperlinks:

Hyperlink Standing	Shade
Unvisited	Blue
Visited	Purple
Lively	Pink

Hyperlinks are displayed underlined by default. If the “Underline” choice within the “Edit Hyperlink” dialog field is unchecked, the hyperlink won’t be underlined.

Eradicating Hyperlinks

To take away a hyperlink, choose the textual content of the hyperlink and click on the “Clear Hyperlink” button within the hyperlink menu. The hyperlink will likely be eliminated, and the textual content will return to its regular shade.

Keyboard Shortcut: Ctrl + Shift + Okay

Utilizing Templates for Notes

Epic lets you create and use templates for notes. This may prevent time by offering a pre-defined construction and content material on your notes.

1. Create a New Observe Template

To create a brand new observe template, observe these steps:

1. Click on on the “Observe Templates” tab within the left sidebar.
2. Click on on the “New Observe Template” button.
3. Enter a reputation for the template.
4. Choose the kind of observe you need to create (e.g., Progress Observe, Discharge Abstract).
5. Click on on the “Create” button.

2. Edit a Observe Template

To edit a observe template, observe these steps:

1. Click on on the “Observe Templates” tab within the left sidebar.
2. Discover the template you need to edit and click on on it.
3. Make your adjustments to the template.
4. Click on on the “Save” button.

3. Use a Observe Template

To make use of a observe template, observe these steps:

1. Click on on the “New Observe” button within the left sidebar.
2. Choose the kind of observe you need to create (e.g., Progress Observe, Discharge Abstract).
3. Click on on the “Use Template” button.
4. Choose the template you need to use.
5. Click on on the “Create” button.

4. Add and Edit Content material in a Observe Template

You’ll be able to add and edit content material in a observe template through the use of the next instruments:

• Textual content Editor: Use the textual content editor so as to add and format textual content, insert photographs, and create tables.
• SmartPhrases: Use SmartPhrases to insert generally used phrases and templates.
• Macros: Use macros to insert dynamic information, akin to affected person demographics and medical historical past.
• Signatures: Use signatures so as to add your digital signature to the observe.

5. Sections of a Observe Template

A observe template might be divided into the next sections:

Part	Description
Header	Accommodates the affected person’s identify, medical report quantity, and different figuring out data.
Subjective	Accommodates the affected person’s historical past of current sickness.
Goal	Accommodates the outcomes of the bodily examination, laboratory exams, and different goal findings.
Evaluation	Accommodates the clinician’s evaluation of the affected person’s situation.
Plan	Accommodates the clinician’s plan for the affected person’s care.

6. Ideas for Utilizing Observe Templates

Listed here are some suggestions for utilizing observe templates:

• Customise your templates: Tailor your templates to your particular wants and preferences.
• Use macros and SmartPhrases: Macros and SmartPhrases can prevent time and enhance the standard of your notes.
• Overview your templates usually: Make certain your templates are up-to-date and replicate your present observe.
• Share your templates with colleagues: Sharing templates can assist to enhance consistency and high quality throughout your crew.

Assigning Notes to Sufferers

In Epic, notes might be assigned to particular person sufferers or to a bunch of sufferers. To assign a observe to a affected person:

1. Open the affected person’s chart.
2. Click on on the “Notes” tab.
3. Click on on the “New Observe” button.
4. Enter the title and physique of the observe.
5. Click on on the “Assign To” button.
6. Choose the affected person or group of sufferers to whom you need to assign the observe.
7. Click on on the “OK” button.

The assigned observe will now seem within the affected person’s chart below the “Notes” tab.

Assigning Notes to a Group of Sufferers

To assign a observe to a bunch of sufferers, you need to use the “Affected person Listing” software. To do that:

1. Click on on the “Affected person Listing” icon within the Epic toolbar.
2. Choose the group of sufferers to whom you need to assign the observe.
3. Click on on the “Notes” tab.
4. Click on on the “New Observe” button.
5. Enter the title and physique of the observe.
6. Click on on the “Assign To” button.
7. Choose the group of sufferers to whom you need to assign the observe.
8. Click on on the “OK” button.

The assigned observe will now seem within the charts of all sufferers within the chosen group below the “Notes” tab.

Assigning Notes to a Affected person Utilizing a Template

You can too use a template to assign a observe to a affected person. To do that:

1. Open the affected person’s chart.
2. Click on on the “Notes” tab.
3. Click on on the “New Observe” button.
4. Choose a template from the checklist of obtainable templates.
5. Enter the title and physique of the observe.
6. Click on on the “Assign To” button.
7. Choose the affected person to whom you need to assign the observe.
8. Click on on the “OK” button.

The assigned observe will now seem within the affected person’s chart below the “Notes” tab.

Assigning Notes to a Group of Sufferers Utilizing a Template

To assign a observe to a bunch of sufferers utilizing a template:

1. Click on on the “Affected person Listing” icon within the Epic toolbar.
2. Choose the group of sufferers to whom you need to assign the observe.
3. Click on on the “Notes” tab.
4. Click on on the “New Observe” button.
5. Choose a template from the checklist of obtainable templates.
6. Enter the title and physique of the observe.
7. Click on on the “Assign To” button.
8. Choose the group of sufferers to whom you need to assign the observe.
9. Click on on the “OK” button.

The assigned observe will now seem within the charts of all sufferers within the chosen group below the “Notes” tab.

How To Make New Observe In Epic

To make a brand new observe in Epic, observe these steps:

1. Open the Chart tab.
2. Click on the Notes tab.
3. Click on the New Observe button.
4. Within the Observe Kind area, choose the kind of observe you need to create.
5. Within the Title area, enter a title for the observe.
6. Within the Physique area, enter the textual content of the observe.
7. Click on the Save button.

Folks Additionally Ask About

1. How do I add a observe to a affected person’s chart in Epic?

So as to add a observe to a affected person’s chart in Epic, observe the steps outlined above.

2. What are the several types of notes that I can create in Epic?

You’ll be able to create the next kinds of notes in Epic:

• Progress notes
• Session notes
• Operative notes
• Process notes
• Discharge notes

3. How do I seek for a observe in Epic?

To seek for a observe in Epic, click on the Search button within the Notes tab.