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Using the Notes Engine: Adding Placeholders
Using the Notes Engine: Adding Placeholders
Updated over a year ago

In the Notes Engine, there are 4 different types of Placeholders:

  1. Patient Demographics

  2. Patient Data

  3. Provider Information

  4. Other


Patient Demographics

The Placeholders under Patient Demographics include- Patient's name, Patient's Health card number, Patient's Date of Birth, Age, Gender, Patient's Contact details such as Cell phone number, Home phone number, email and Patient address.

You can choose the placeholder according to the information you want to have on your Note template. The information in the placeholder is automatically pulled from Patient Profile-->>Demographics.

๐Ÿ“– NOTE: All placeholders are under square brackets- "[ ]".


Patient Data

The Placeholders under the Patient Data include- Referring physician name, Family physician name, Patient's Full profile, Patient's Medical history, Medication history, Allergies, Social History, Family history and all the Vitals.

The information in the placeholder is automatically pulled from Patient Profile and Patient Profile-->>Demographics.

Provider Information

The Placeholders under the Provider Information include- Provider name, Billing number, Clinic name, Provider specialty, Provider complete address, Provider phone and fax number and signature.

The information in the placeholder is automatically pulled from the Arya EHR account that you are using.

Other

This features the complex placeholders- Single selection placeholders, Multiple selection placeholders, the Date placeholders and the Free text placeholders.

Adding Complex Placeholders

The Notes Engine features four complex placeholders:

  1. The Single Selection Placeholder: Displays a list of options for you to choose from when filling out your note on the Notes page. You may only choose one option.
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  2. The Multiple Selection Placeholder: Similar to Single Selection, but you may choose multiple options when filling out your note on the Notes page. Once you have selected all of the options, click the checkmark that displays.
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  3. The Date Placeholder: Displays a blank field in your note from which you can select a date from the calendar.
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  4. The Free Text Placeholder: Acts as a "bookmark" of sorts that signifies an area where you will need to add content when filling out your note.

๐Ÿ“– NOTE: All complex Placeholders are required to be completed or removed from your note before you are able to sign, send or print it.

The Single Selection Placeholder

At default, the Single Selection placeholder will appear in your template as "[Single: Option1 / Option2 / ...]".

You can edit the placeholder by replacing the default "Option1" and "Option2" with choices relevant to your note, and add new items by separating them with a slash (/).

The Multiple Selection Placeholder

The Multiple Selection placeholder works similarly to the Single Selection placeholder. You can edit the placeholder by replacing the default "Option1" and "Option2" with choices relevant to your note, and add new items by separating them with a slash (/).

The Free Text Placeholder

The Free Text placeholders appear in square brackets as other placeholders in the Notes Engine do. However, when you create a new note from the Notes page, free text areas will have a slightly green background.

โญ TIP: If you have multiple โ€œFree Textโ€ placeholders in your note template you can Tab through them when you fill out your note on the Notes page.


How to add Placeholders to the Notes template:

On the right side of the screen-->>under the Placeholder section-->> single click the placeholder that you wish to add to your template. That placeholder will appear on the Note template where your cursor is.


How to delete Placeholders from the Notes template:

If you have added any placeholder by mistake or wish to delete any information, then click on the template on the middle of the screen--> drag your cursor/mouse on that placeholder that you wish to delete and click Delete button from your desktop.

That placeholder will get deleted from that Note template.

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