Overview
This article focuses on text variables that can be used as chart parts for encounter notes.
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Details
Note that the below variables will work in your Chart Parts for Encounter Notes but will NOT work if inserted into your appointment email/SMS reminders.
Click here for available text variables to use in your reminder templates.
| Variable | Text that will be Inserted in the Note |
| [[date]] | Date the Chart Part is added to the note |
| [[time]] | Time the Chart Part is added to the note |
| [[dateandtime]] | Date and time the Chart part is added to the note |
| [[soap_time_elapsed]] | Time elapsed since note created |
| [[doctor]] | Name of the user that is logged in when the Chart Part is added to the note (full name) |
| [[current_user]] | First name of the user that is logged in when the Chart Part is added to the note. |
| [[pt_preferred_provider]] | patient's preferred provider |
| [[pt_name]] | Full name of the patient |
| [[pt_first_name]] | First name of the patient |
| [[pt_last_name]] | Last name of the patient |
| [[pt_preferred_name]] | Nickname of the patient |
| [[pt_address]] | Patient's address |
| [[pt_phone_numbers]] | Patient's Phone Numbers |
| [[pt_dob]] | Patient's date of birth |
| [[pt_age]] | Patient's age |
| [[pt_age_with_units]] | Patient's age in days if <2 weeks, weeks if <2 months, months if <2 years, and years otherwise |
| [[pt_sex]] | Patient's sex (male or female) |
| [[he_she_they]] | Patient's pronoun (he/she/they), based on sex if not specified |
| [[him_her_them]] | Patient's pronoun (him/her/them), based on sex if not specified |
| [[his_her_their]] | Patient's pronoun (his/her/their), based on sex if not specified |
| [[pt_pmh]] | A summary of the patient's past medical history |
| [[pt_pmh_active]] | List of patient's ACTIVE past medical history |
| [[pt_note_pmh]] | Current patient's freetext PMH note |
| [[pt_rxs]] | A list of all of all current medications in the patient's file. |
| [[pt_rxs_w_dates]] | List of patient's active medications, with date details included |
| [[pt_supplements]] | List of patient's active supplements |
| [[pt_dxs]] | List of patient's past diagnoses listed by encounter note |
| [[pt_dxs_short]] | List of patient's past diagnoses (simplified list NOT grouped by encounter) |
| [[soap_dxs]] | List current encounter note's assessments in the note |
| [[pt_bp]] | Patient's most recent blood pressure reading with pulse and date ** |
| [[pt_bp_raw]] | Patient's most recent blood pressure reading (sys/dia only) ** |
| [[pt_pulse]] | Patient's most recent pulse reading (bpm) ** |
| [[pt_bps]] | List of patient's historical blood pressure readings |
| [[pt_weight]] | Patient's most recent weight entry ** |
| [[pt_height]] | Patient's most recent height entry ** |
| [[pt_bmi]] | Patient's body mass index calculated from most recent weight and height |
| [[pt_cdc_growth_percentiles]] | Patient's pediatric growth percentiles |
| [[pt_insurance]] | Patient's primary insurance on file |
| [[pt_emergency_contacts]] | Patient's emergency contacts |
| [[pt_pharmacy]] | The patient's primary pharmacy |
| [[pt_specialists]] | Patient's care team list |
| [[pt_allergies]] | A list of all of all allergies listed in the patient's file |
| [[pt_vaccines]] | Patient's vaccine history |
| [[pt_hm_all]] | Patient's Health Maintenance rules |
| [[pt_hm_overdue]] | Patient's Health Maintenance rules that are past due |
| [[pt_orders_all]] | List of patient's order/lab history |
| [[pt_orders_open]] | List of patient's open orders/labs |
| [[pt_note_social]] | The text that appears in the Social Notes block on the patient's dashboard page |
| [[pt_note_basic]] | The text that appears in the Need to Know block on the patient's dashboard page |
| [[pt_note_admin]] | The text that appears in the Admin Notes block on the patient's dashboard page |
| [[pt_notes_today]] | List all notes (Need to know, Admin, Social, PHM, Supplements, etc) that were entered on the same date that the variable is run. Useful if admins or other staff are entering in medically relevant info into these notes fields before a patient encounter |
| [[next_apt]] ** | Patient's next upcoming appointment, formatted like: 02/20/2019 09:00 am: Title of Appointment - ** |
| [[last_apt]] | Patient's last appointment, formatted like the above variable |
| {???} | Fillable field, press the tab key to move to this field, start typing to replace it |
Text Variables for Patient Vitals and/or Lab Results:
You can use special variables for pulling in the most recent readings for "custom vitals" that you have added using the following syntax to pull in the most recent value for that vital:
Vital name: [[pt_vital_SHORT NAME OF VITAL]]
NOTE that this may not work if there are spaces or special characters in the custom vital's Short Name. You can edit the Short Name to omit these, if needed, under Admin > Manage > Vitals.
You can use the same pt_vital syntax to insert discrete lab results values. However, for lab results, you may want to instead use:
[[pt_lab:NAME OF LAB RESULT FIELD OR FULL NAME OF VITAL]]
When a chart part with this variable in it is used, this will insert the following into the encounter note:
- Lab result field name
- Most recent lab result value
- Result date
To pull in multiple previous readings for custom vitals or lab results, you can use the follow syntax:
[[pt_lab:NAME OF LAB RESULT FIELD OR FULL NAME OF VITAL(#)]] where #=the number of previous readings
For example, this will push any of the last 3 O2 Sat readings available: [[pt_lab:O2 Saturation Rate(3)]]
** Using the [[next_apt]] Variable with Arguments
Some cases require printing more than one upcoming appointment in the encounter. The [[next_apt]] variable supports up to two "arguments" to allow this:
[[next_apt]]
NEXT X APPOINTMENTS
Syntax: [[next_apt(number-of-apts-you-want)]]
[[next_apt(3)]]
NEXT X APPOINTMENTS, IGNORING THE NEXT Y APPOINTMENTS
- Syntax: [[next_apt(number-of-apts-you-want,number-of-apts-to-offet)]]
- Your next appointment is: [[next_apt(1,0)]]
- Your 2nd upcoming appointment is: [[next_apt(1,1)]]
- Your 3rd upcoming appointment is: [[next_apt(1,2)]]
- Your 4th upcoming appointment is: [[next_apt(1,3)]]