Charting by exception allows providers to quickly include pre-filled information while charting. By saving time with charting by exception, you gain it back to spend with the patient. The new functionality is available on each form builder field except for Free Draw, Header, Sub Header, and Reference fields because there is no interaction that occurs with those fields.
If you would like to begin using charting by exception, please contact your account manager and they will turn this feature on for you.
1. Hover your cursor over the Clinical tab and click on Form Builder. Once you're on that page, please click on one of the fields.
2. Once you click into a field (as long as it's one that requires interaction) you'll notice a Default Value switch. Simply toggle the switch to the On position.
For single and multiple select fields, click Default next to the value(s) you would like to populate by default.
Once configured, every time you start a note, all of your default fields will be automatically applied.
Default Value fields will not appear in a clinical note unless the setting Include in Note is switched on. This field is switched off by default.
