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User Defined Records Previous Page

         Everybody keeps track of Appointments and Encounters.  But often times there are things that your office may need to track that no one else does, or even if they do, you want to track those things in your own unique way.

         For example, you might need to keep track of holiday office gifts.  To track holiday gifts, you might want the following fields:

  • Patient Name (Giver)
  • Date Gift Received
  • Holiday
  • Gift Description
  • Perishable ?
  • Estimated Value $
  • Thank you card mailed ?

         The Team Chart Concept’s User Defined Fields and Records are perfectly suited to track information of this form.  Notice that there are seven fields in the above list, the first two of which the Team Chart Concept will always supply automatically (Contact and Date).  You have the ability to define the remaining five fields and you can further specify the type of each field (e.g. text, numeric, monetary, yes/no, etc.).

         In addition to field types such as text, numeric, date, etc., you can also define computed fields.  Computed Fields are assigned values that are dependent on other field values.  For example, if you have a weight field and a height field, you can define a computed field to function as a body mass index calculated as weight field divided by the height field.  Then, at the time the operator enters the weight and height, the body mass index will be computed automatically.  For more information on computed fields click here.

         Any User Defined Record that is entered on behalf of a patient is then stored in the Patient's Timeline.  It is treated just like Appointments, Encounters, Prescriptions, etc.  You can find, view, and edit all User Defined Records in the Patient or System Timeline just as you would any 'standard' Timeline entry.

         Not only can you define and track your own types of information, but you can also run customized Reports on this information.  Output from your Reports can be exported into Microsoft Word Documents.  You can even graph numeric fields that appear on User Defined Timeline Reports.  All of the power of Reports in the Team Chart Concept is also available for use with User Defined Fields and Records.  For more information on Reports click here.

         Considering again, our gift record above, we could run a report to display all of the gifts we have received, but for which we have not yet mailed a ‘thank you’ card.  After building that list, we could create a personalized Microsoft Word Document, and mail out thank you cards or letters to all of the gift givers.

         Of course, more realistic uses of User Defined Fields and Records in actual installations of the Team Chart Concept have included:

  • Allergy Testing Results
  • Cancer Staging Algorithms
  • Employee Time Tracking
  • Exercise Regimens
  • Follow-up Records
  • Lab Test Requests 
  • Lab Results (Lipids, Glucose, CBC, Urine, etc)
  • Mammogram Stages
  • Range Of Motion Studies
  • Risk Factor Analysis
  • Patient Questionnaires
  • Physical Therapy Evaluations
  • Thyroid Monitoring Results
  • Vaccination Records

        User Defined Fields and Records are a natural for creating Risk Factor Analysis Routines.  For more information on Risk Factor Analysis Routines, click here.

        Physical, Occupational, and Speech Therapists make extensive use of User Defined Fields and Records.  The large amount of repetitive, time-consuming documentation often required of rehabilitation therapists can be stream-lined, for fast, easy entry in the Team Chart Concept.  Furthermore, because information is now reportable, unlike paper charts, the therapist has the ability to effortlessly track patient progress.

        Anything that you need to track on behalf of your patients (or any other Contact in the Team Chart Concept) can be done using User Defined Fields and Records.  There is no limit as to the number of User Defined Fields and Records you can create, and no limit as to what you can do.

 

 


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