Flowsheet Favorites & Templates help clinicians add exercises to a flowsheet more efficiently by enabling multiple exercises to be added at once, with the appropriate CPT code already assigned. This promotes coding consistency across your practice while improving documentation efficiency for all clinicians.
Flowsheet Favorites:
To add an exercise as a Favorite, use the three dot menu to the right of the exercise, and select Add to Favorites.
The exercise name and CPT Category will automatically load in based on the information from within your flowsheet. You must select Body Part(s) before clicking SAVE. The Body Part(s), along with the CPT Category selected will serve as filters you can apply when searching your Flowsheet Favorites.
To add exercises to your Favorites that are not within your current Flowsheet click FAVORITES at the top of the Flowsheet.
Once inside the Favorites Drawer, select + ADD NEW.
Name your exercise and select the CPT Category as well as the Body Part(s) you wish to apply as filters.
Watch how to save & add Favorite Exercises to your Flowsheet:
Watch this video for further details on searching Flowsheet Favorites:
Flowsheet Templates:
Templates can be created from existing Flowsheets, or from scratch within the Favorites Drawer.
FROM EXISTING FLOWSHEET:
To Create a Template from a Flowsheet, click FAVORITES > CREATE FROM FLOWSHEET.
All exercises within the Flowsheet will be added to the template. If an exercises within the flowsheet is not already saved as a favorite, you will save the exercise as a favorite during this step. In the example above, the wrist AROM & Stretching is not already saved as a favorite. The clinician must Name the Template AND select the Body Part(s) filters that will be applied to exercises being saved as favorites within this step.
Clinicians can save templates under MY TEMPLATES for personal use. Site Admin can save TEAM TEMPLATES, which can be utilized by all clinicians within the practice.
Click CREATE TEMPLATE to save this as a template.
Watch how:
CREATE NEW TEMPLATES:
Clinicians can create a new Template at any time, as long as they are inside a flowsheet.
Click FAVORITES > + CREATE NEW TEMPLATE.
From here, clinicians can Name the Template and add any favorited exercise from within their personal or team list. Clinicians can Search by the search bar, or by Body part to find all exercises they wish to include, with ease.
Once all exercises have been added, select CREATE TEMPLATE.
*Note: Clinicians can save to MY TEMPLATE. ONLY SITE ADMIN CAN SAVE TO TEAM TEMPLATES.
Watch How:
Apply a Template to a Flowsheet:
To apply a Template, Click FAVORITES > TEMPLATES.
Select the template you would like to add to your flowsheet. All exercises included in the template will be added under the CPT code assigned to each exercise favorite.
Templates can be applied at any time while working in a flowsheet. Exercises that are already present on the flowsheet will not be duplicated.
Watch how: