e-MDs’ source documents, that are identified by blue book icons, cannot be deleted.
Note:
Any edits made in the View window will not be saved. Use the word processor via the steps outlined above, rather than the View window, for editing.
Locating Drug Education Documentation
Drug Education documents can be found in several locations:
In References:
Click Reference on the main e-MDs Chart toolbar, and select the Drug Education menu option.
In the Plan section of a Visit or Order Note, linked to a diagnosis:
1. Under a diagnosis header in Plan, click Patient Education Handouts and then select Drug
Education to see a list of documents linked to that diagnosis.
Note that any Drug Education document selected from this search will automatically be linked to the selected diagnosis.
In the Plan section of a Visit or Order Note, unlinked to any diagnoses:
To launch the Drug Education Search without linking a document to an ICD code, click the Other
Patient Education Handouts section of Plan and then click Drug Education.
Searching for a Drug Education Document
Find a Drug Education document by searching the document Outline or by entering keywords into the Full
Search or a user-defined Short Search.
To search by outline:
the form. Documents are arranged alphabetically.
2. Click the plus sign next to any document title to expand the tree and reveal two nodes, labeled
Translations and Search Keywords.
Translations to view the document’s Spanish equivalent. Click Search Keywords to list words that are linked to this document, which, when typed into the Search field, will return this document in the search results.
To search by keyword:
1. Determine whether to search the full database (by clicking the Full toolbar button) or only your pre-defined list of favorite documents (by clicking Short).
Note:
If a Short List search is initiated and no matches are found, the search automatically converts to a full database search.
2. Determine whether the search will look for items that Begin With the letters typed into the search field, that Contain those letters, or that are an Exact Match. Mark your preference by clicking one of the three buttons in the second horizontal toolbar, located after the words Search By.
3. Type your search criteria in the Keywords field.
Search Hints:
○ The search utilizes the words in the official title of each document in addition to the linked keywords. e-MDs Solution Series Chart User Guide 8.0 R01
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○ Do not include non-descriptive words (i.e. "the") and conjunctions (i.e. "and") in the search.
○ Full words are not necessary; typing the first few letters of a word is adequate and lessens the chances of spelling errors.
○ The search is case-insensitive, meaning there is no need to capitalize any word.
○ If more than one word is entered, separate each with a space. For example, to search for
"acute bronchitis", enter the search criteria "acu bronc."
○ When listing more than one word (or group of letters), the order of the words does not matter.
For example, in the search just described, "acu bronc" would return the same search result as
"bronc acu."
○ In multiple-word searches, the default search mode returns only those results that contain all of the words.
○ To search for entries that match any (rather than all) of the keywords, change the Search
Criteria (in the second horizontal toolbar) from And to Or.
4. To perform the search, press Enter or click Search. Previous search criteria are saved in the keyword drop-down list and can be cleared by clicking Clear Dropdown.
To view documents:
1. Find the desired document by performing an Outline or Keyword Search.
2. Highlight the title of the document and then click View on the toolbar.
OR
Right-click the title and select View Document.
Although the View window allows editing and printing of documents, edits are not saved.
3. Close the View window by clicking either the X in the upper right corner or the Exit button (with the open door icon).
Finding Spanish Translations of Drug Education Documents
Most documents in the Drug Education module include a Spanish translation. Spanish handouts are linked to their English counterparts. The keyword search, however, does not include any Spanish terms.
To find Spanish translations of Drug Education documents:
1. Locate the desired document in English (see the “Search for a Drug Education Document” section).
2. Click the plus sign next to the English-titled document to expand the tree and reveal the
Translations node.
3. Click the plus sign next to this node to display the Spanish document title.
The content of the Spanish documents is essentially identical to their English equivalents. If desired,
Spanish keywords can be linked to any document if you plan to perform document searches in
Spanish (see the “Add Keywords” section).
Adding a Drug Education Document to Your "Short List"
Get quicker results and greater precision by searching only your predefined list of favorite documents, rather than the full database. (Perform this type of search by clicking Short on the toolbar.)
• To add an individual document to your favorites list, simply click the check box located to the left of the document title in the tree.
• To remove a document from your favorites list, clear the same box. e-MDs Solution Series Chart User Guide 8.0 R01
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Note:
Because Spanish educational handouts are linked to their corresponding English documents in the tree, individual Spanish documents cannot be added to the short list. Instead, add the English document to the favorites list, which will, in effect, also add the associated Spanish translation.
Editing a Drug Education Document
To make minor changes to an e-MDs’ source document, the easiest solution is to edit a source document rather than to add a custom document (which involves creation of a new document from scratch).
Note:
Source documents are not actually alterable. Instead, an editable copy of a document is spawned. The original source document will remain in the database, along with the edited copy. The edited version appears as a new document in the tree, flagged with a yellow book icon, distinguishing it from e-MDs’ source documents, which are noted by blue books.
The new title of the edited document will automatically be parsed into the keyword list. To add additional search keywords, see the “Add a Search Keyword?" section. The edited version of the source document is now considered to be a Custom Document.
To edit a source document:
1. Highlight the source document and either click Copy on the toolbar or right-click and select
Create Copy of Document.
The copied document will automatically be titled the same as the original followed by the addition of ".1".
2. If desired, change the document title in the pop-up window and press either the Tab or Enter key.
The new title cannot be exactly the same as that of the source document.
Note:
"Title" refers to the document’s database title, as it appears in the outline. The "title" or header that appears on the printed Drug Education handout is unaffected by changing the database title.
Selecting a title opens a word processor window containing the original document. Typical word processor functionality, such as various fonts, styles, colors, formatting, and highlighting is available.
3. Make changes as desired.
4. Save the document by clicking the Save button (with the floppy disk icon) or by clicking File >
Save and Exit.
5. To delete the new document before it has been entered into the database, click the Delete button
(with the red X) within the word processor window.
Adding a Search Keyword to a Drug Education Document
Although some keywords have already been linked to each document, additional words may be added, if needed, to improve search results. Click the plus sign next to a document title to expand the tree and reveal a node labeled Search Keywords. Click the plus sign next to this node to display all words currently linked to this document.
To add a keyword:
3. In the pop-up window that appears, enter your keywords. If more than one word is added, separate words with a space.
4. Press either the Enter or Tab key to save the new keyword(s). e-MDs Solution Series Chart User Guide 8.0 R01
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When linking the same set of keywords to multiple documents, simplify the task by creating a Keyword
Copy List.
To create a Keyword Copy List:
1. Right-click any keyword and select Keyword Copylist Operations > Add Selected Keyword(s)
to List.
2. Add multiple keywords to the list by holding down the Control key and then clicking any two keywords, which will highlight the entire group of keywords residing in the tree between the two selected words.
OR
Hold down the Shift key and click multiple, noncontiguous keywords.
3. After a group of keywords is highlighted, right-click and select Keyword Copylist Operations >
Add Selected Keyword(s) to List.
4. Insert this copy list elsewhere by right-clicking the Search Keywords node of another document.
When a new document is added to the database, its title will automatically be parsed into the keyword list.
However, if that title is edited at any point, the new words will not automatically be added. At that point, simplify the task of adding the new keywords by right-clicking the title and selecting the menu option labeled Parse Title into Keyword List.
To remove an individual keyword:
1. Select and right-click the keyword.
Adding New Drug Education Documents
To add a custom Drug Education document:
Note:
Documents cannot be added from the Search screen. If the Add button is disabled, first click Outline.
OR
Right-click any document title in the outline and select Add Document.
2. Enter the new document’s title in the pop-up window (limited to 100 characters), and press either the Tab or Enter key.
Note:
The title cannot match that of any existing titles in the database.
Selecting a title will open the word processor window. Typical word processor functionality, such as various fonts, styles, colors, formatting, and highlighting is available.
3. Create the document by typing into the word processor, pasting text from another source, or loading an electronic document from another location (that is, click File > Load, browse for the desired text (.txt) or rich text (.rtf) document, and click Open).
4. Save the document by clicking the Save button (with the floppy disk icon) or by clicking File >
Save and Exit.
Custom documents will appear in the tree with a yellow book icon, distinguishing them from e-MDs’ source documents, which are noted by blue books. The title of the document will automatically be e-MDs Solution Series Chart User Guide 8.0 R01
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