How to Create An Encounter Sheet Template

1. To add a consultation sheet, click on the EHR Advanced->EHR Admin. The ‘Encounter Sheets’ tab will open up as shown below. This is the screen where Encounter Sheets are added and edited. The Master Details page contains plenty of options, which allow you to customize your EHR. 2. Click the ‘New Encounter Sheet’ button […]

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How To Edit a Canned Sheet

Editing A Canned Sheet 1. Open the charting screen of any patient and select the Encounter Sheet. 2. Select the corresponding canned sheet that you want to edit from the canned sheet drop-down. 3. Click the edit button to edit the selected Canned Sheet. Note: Do not to edit a Canned Sheet while charting; the […]

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How To Add a Level-1 Component

Adding a Level-1 Component 1. Open the Charting screen. Click on the Add icon in the Level-1 pane. 2. The Add Level-1 dialog box will appear as shown below. 3. The highlighted fields are the mandatory fields. Table below explains each field in the Add Level-2 Component screen. Field Description Name Provide a name; Code […]

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How To Change the Name of a Level-1 Component

Changing Name of Level-1 Component 1. From the Charting screen, double-click on the Level-1 component; the Edit Level-1 dialog box will appear. 2. In the Edit Level-1 dialog box, click in the Name box and erase the current name of the Level-1 component and enter the new name. 3. Similarly, change the code and description […]

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How To Remove a Level-1 Component

Removing a Level-1 Component 1. From the Charting screen, double-click on the Level-1 Component; the Edit Level-1 dialog box will appear. 2. In the Edit Level-1 dialog box, click to clear the Active check box (highlighted in the image); this process will remove the Level-1 component from the Consultation Sheet. 3. Click the Save button […]

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How To Add a Level-2 Component Item

Adding a Level-2 Component 1. From the Charting screen, select the Level-1 component under which the Level-2 item is to be added. 2. Click on the sign. Below image shows adding a level-2 component under Level-1 Pain Rating. 3. The Edit Level-2 dialog box opens up; provide info in the necessary fields. Table below explains […]

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How To Change the Name of a Level-2 Component Item

Changing the Name of a Level-2 Component Item 1. From the Charting screen, double-click on the Level-2 Component Item; the Edit Level-2 dialog box will appear. 2. In the Edit Level-2 dialog box, click in the Name box and erase the current name of the Level-2 and enter the new name. 3. Similarly, change the […]

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How To Remove a Level-2 Component Item

Removing a level-2 Component Item 1. From the Charting screen, double-click on the Level-2 Component Item; the Edit Level-2 dialog box will appear. 2. In the Edit Level-2 dialog box, click to clear the Active check box (highlighted in the image); this process will remove the Level-2 from the Consultation Sheet. 3. Click the Save […]

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How To Remove a Level-2 Down/Right Option

Removing a Level-2 Down/Right option 1. From the Charting screen, double-click on the level-2, the Edit Level-2 dialog box will appear. 2. There are two tabs in this dialog box. (The steps to remove Level-2 Down and Level-2 Right are the same.) 3. Click on the required tab. * Level-2 Down:- Click on this tab […]

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