Let's explore how to set up new smart phrases and manage existing ones.
Topics Covered
To learn how to create and manage Care Notes templates and responses in practice settings, click here.
Create New Smart Phrases
To create a new smart phrase, perform the steps below:
Navigate to the System Menu > select Practice Settings > Clinical > Care Notes.
Select Smart Phrases > click +Add New.
- Enter the Keyword that would pop up while you press + in Care Notes.
- Choose if you want the smart phrase to be location-specific or not.
- If you choose Custom for the Tag to Location option, Select location accordingly.
- Smart Phrases tagged with locations have restricted visibility, accessible only within their designated treatment locations. This impacts listing filters in care notes.
- Enter the content for the smart phrase in the given field.
- Click Save.
You can also duplicate an existing smart phrase instead of creating one from scratch. Check the section below to learn more.
Manage Smart Phrases
You can edit, delete, or duplicate an existing smart phrase from the Practice Settings.
To edit an existing smart phrase:
Select the intended smart phrase from the left > click Edit.
Make the required changes > click Save.
To delete a smart phrase:
- On the three-dot menu, click Delete.
Click Delete on the confirmation modal.
To duplicate an existing smart phrase:
On the three-dot menu, click Duplicate.
- Make changes to the duplicated information, if needed. You can change the Keyword as preferred for the new duplicated smart phrase.
- Click Save.
To learn how to Trigger Care Notes from Procedure Codes, click here.
Practices can perform the simple steps mentioned above to set up new smart phrases and manage them in the grid.