Getting Started with CharmHealth EHR

Configure Quick Text

The Quick Text feature allows you to set keywords for frequently used phrases and sentences. Members across the Practice can use this feature to speed up their routine documentation process effortlessly.

For example, you can create a keyword 'qd' with a description, 'Take one tablet by mouth daily', in just a click.

• Types of Quick Text
• Configure Quick Text
• Using Quick Text
• Role Privileges

Types of Quick Text

CharmHealth EHR supports practice-wide and personal quick texts.

Practice Quick Text

Practice Quick Texts are accessible to all the members in your practice. You can use this to enforce uniformity in the documentation process across your Practice members.

Personal Quick Text

Personal Quick Texts are accessible only to the member who created them. If a keyword is available in both the Practice and Personal quick text of a member, the Personal quick text takes precedence when used.

Configure Quick Text

You can configure the Practice-level and Personal quick texts by following the steps below:

1. Go to the Settings > Quick Text > Personal or Practice Quick Text tab.
   
   Note: Only members with the appropriate role privileges can view and manage these settings.
2. Click on the +Quick Text button.
   
3. Enter the keyword and the exact phrase or sentence in the Description box.
   
4. Click on the 'Add' button.

You can click on the 'More Options' icon against the '+Quick Text' button to import or export keywords using a CSV file.

Using Quick Text

Quick Texts can be used in all sections of chart notes and a few other places in CharmHealth EHR.

Chart Note

Enter '.' (dot) and a few characters of a keyword. Once the matching keyword is shown in the auto list, click on the keyword or select the keyword and press the Space bar, Tab, or Enter key to replace the actual description.

Additionally, providers can effortlessly add 17 distinct patient data into encounters with just a few clicks using the following steps:

1. Type '.pat' in the chosen section to trigger the Quick Text feature.
2. A drop-down list displays the patients' data that you can add to your Chart Note.
   
3. Select the required patient data from the drop-down menu. Alternatively, you can also continue to type the entire keyword to easily list the data you are looking for. For example, entering '.Pat.Diag' will list the 'Pat.Diagnosis' option at the top.
4. If the chosen data is available in the patient's records, CharmHealth EHR will automatically populate it within the encounter. For example, if you choose the 'Pat. Diagnosis' option, the data gets populated as shown in the image below.
   
5. In case the selected data is not available in the patient chart, a pop-up message displaying 'No Data Available' will appear.

Other Sections

Quick Text can also be used in other sections like Appointments, Tasks, Messages, Lab, Images, Documents, Medication, and Supplements.

Role Privileges

The Practice Admin or Office Managers can assign privileges to members to manage quick texts:

1. Go to the Settings > Facility > Roles tab.
2. Edit the required role.
   
3. Select the 'Quick Text' check box.
4. Choose either 'Practice and Personal Quick Text' or 'Only Personal Quick Text'
5. Click on the 'Update' button.

Selecting the 'Practice and Personal Quick Text' privilege allows users to add and manage the Practice and Personal keywords. While, choosing the 'Only Personal Quick Text' privilege enables users to add and manage personal keywords only for their account.