Every question/ answer in a form that is submitted via the Cerbo Patient Portal becomes a "text variable" that can be used within Chart Parts to pull information into an encounter note. This allows you to populate your encounter note template with key patient-supplied information, such as their top concerns, past health issues, etc.



You can create a Chart Part that pulls in answers to patient submitted questionnaires. To do this, first you need a patient submitted questionnaire in your system. Go to a test patient's chart (such as John Doe) and Login to the Portal as the patient. Then from their questionnaires page, open the form that you want to make a chart part with, fill it out by answering every question, and submit it. You can skip this step if you've already had a patient submit the form you want to use. 

Now, go to Admin > Manage > Chart parts, and select "Create New from Questionnaire". In Step 1 search for the patient that you know has submitted the questionnaire. In Step 2, select which questionnaire from that particular patient's submitted questionnaires you would like to use. 

In Step 3 you add the custom variables to be used in your Chart Part. You can set it to default to always display the question prompt, even if the patient did not answer, to only display the question prompt if the patient answered, or to not display the question prompt at all (only the display the patient's answer): 

Click "Add Variable" to add the question variable to your Chart Part:

If you "Expand Options" for a question, you can set the question prompt to display or not for this particular question. You can also change the Question Prompt, add text after a patient's answer, and set text to display if a patient did not answer:

Once you have it set how you would like, click "Add Variable".

This will add a variable, displayed to the right under "Preview":

Once you have multiple variables added you can view all of them in the "Preview" section. If you want to remove one  click the red delete icon, or you can re-order them by clicking and holding down on the the arrows icon and drag and drop them into the order you would like.

Once you have your variables set up the way you would like, click "Create Chart Part". This will open up a "Add New Chart Part" window with your custom variables already added to the "Text to inserted" field. From here you can give your Chart Part a name, nickname(s), add additional text (including the standard variables), and/or add actions to your Chart Part. See here for more help on creating Chart Parts in general.

Anatomy of a Questionnaire Text Variable

While you do not need to dive into modifying the text variables themselves, some additional information about how the text variables are structured is below for anyone that wants that additional detail.

The basic variable structure consists of three required segments that together identify the variable. Each segment is separated by a :: (double colon), and the entire variable is enclosed in double brackets [[ ]], like other text variables.

  1. Segment 1 identifies the variable as a questionnaire-type variable.
  2. Segment 2 identifies which questionnaire the variable comes from. This questionnaire name is set by Cerbo when the form is uploaded to your build.
  3. Segment 3 identified which question within that questionnaire corresponds to this particular variable. The question names are set by Cerbo when building the questionnaire.

There are additional optional segments in variable definition to control how the output is displayed.

  1. Segment 4 is a place for defining text to output if the patient left the question blank. By default, nothing is output for questions that are left blank. If you want something to be output to specifically indicate that the question was not answered, you can define this in segment 4.
  2. Segment 5 defines text to precede the patient's answer when the Chart Part is used - like the question prompt - but that will show only if the question was answered.
  3. Segment 6 defines text to follow the patient's answer when the Chart Part is used - like units of measurement - but that will show only if the question was answered..

Other keywords: template, SOAP, encounter