EMR & EDR Codified 8 - Problem List


The Problem List Element is used in the EMR ability as it will write back to the Clinical tab, communicate with the Ledger, and can be used in Reports.

Use the filter at the top of the screen to only see the active Problems. Switch to “All” to see the inactive Problems in grey. Click the Reconcile button to add Problems from a list. You will have the option to record where the list originated: the patient, or referring physician. Click the green plus to add the Problem. Use the following screen to select a diagnosis code from the References. Continue to click the green plus until all medications are entered. Click the next button to see all the medications on file. Uncheck a box to remove duplicate records. Clicking next will take you to a final preview of the medications. Click the next button one last time to finalize the reconciliation.

Click the appropriate checkbox if the patient does not have any problems, or no changes have been made since the last visit.

Double click on an entry to change the status or update the details for the problem. Check the Use in Procedures box to place this diagnosis into the Billing and Diagnosis Element on future visits.

To add this Element to a new Section, navigate to the Section Editor by clicking the purple folder titled, Form Sections. Click the green plus to make a new Section. Use the palette to give the Section a title. It is recommended to include this Section in the navigation.

Move to the Form Elements in the bottom of the palette to locate the Problem List Element. Click and drag to position the Element on the Section.

Use the Edit menu or the Keyboard Shortcut, Command S to save this Section. Be sure to watch the EMR video to set up the Narrative for this Section. There is also a video to learn how to add this new Section to your EMR Template.


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