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Notes - EMR/EDR and EHR Pull Fields

The EMR/EDR or EHR pull fields will only pull information if you create the note from the EMR/EDR or EHR form.

There are two ways to generate a note from an EMR/EDR form:

  1. Drag the EMR/EDR form from the Patient Form node of the EMR/EDR ability sidebar to the template within the Note Templates node.
  2. Drag the EMR/EDR form to the Lists tab of the drawer, and from there to the template under the Note Templates node in the sidebar of the Patients, Scheduling or Notes Ability.
  • EMR/EDR Created Date: Pulls the date that the EMR/EDR form was originally created. This is the same date that is listed in the Created Date column of the EMR/EDR ability when a patient form is selected.
  • EMR/EDR Narrative: Pulls the text of the EMR/EDR form narrative. For more information on creating and editing narratives, please reference the EMR/EDR documentation.

To generate a note from an EHR form, drag the patient form from the Incident node in the EHR sidebar to the template within the Note Templates node.

  • EHR Created Date: Pulls the date that the EHR form was originally created. This is the same date that is listed in the Created Date column of the EHR ability when a patient form is selected.
  • EHR Narrative: Pulls the text of the EHR form narrative.
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