Flow Sheets (8.6+)
16 min
flow sheets flow sheets allow the monitoring of patient data over time, by collecting and displaying data from cdm forms, lab results and manually entered measures the patient data is displayed in two tables, based on a specific cdm form, with the first table being a list of cdm form items and their latest values, and the second table being a cumulative view of the values in dated columns prescription information and immunisations/vaccines can also be displayed, and new transactions can be added the following flow sheets are available in profile asthma congestive heart failure copd diabetes hypertension flow sheets can also have variants, which are provider based and/or patient based customized flow sheets these can have different items, target ranges and time intervals than the core flow sheets requirements to use flow sheets and create reference ranges and intervals, the following role actions must be granted clinical\flow sheets clinical\flowsheets\set reference range clinical\flowsheets\set variant intervals to add or remove information in flow sheets and maintain settings, the following role action must be granted maintain\flow sheets to create flow sheet variants, the following role action must be granted maintain\flow sheets\create flowsheet variants for new brunswick, the role actions are granted automatically as part of the upgrade workflow open the medical record for a patient and select the flow sheets view from the segment bar menu select the desired flow sheet in the flow sheets panel on the left side the measures and lab results are displayed in the items column; the most recent data is displayed in the last column, and the date the data was entered or captured is displayed in the date column the cumulative data is displayed in the next table, set by default to display from the latest to earliest dates in the flow sheets toolbar, select an item and click icon description to display the data in graph form to display the data in its own table to display the patient’s prescriptions in the items table and their instruction or daily dose information (select option via the dropdown arrow) to display the data from earliest to latest date entry of new values in the flow sheets toolbar, click this displays a value column in the items table click into the value field for the item and enter the value click to save all the values once they have been entered the saved values create new transactions to delete any value, click these icons display in the toolbar once the icon is clicked entry of past values in the flow sheets toolbar, click this opens the add new transactions window click into the date field for the item and enter the date in the past or click the dropdown arrow to access the calendar click into its value field and enter the value any values outside the reference range will automatically display in that column once you have finished entering the values, press ok to save the information and close the window this information will now display in the flow sheet target ranges target ranges can be specified for flow sheet items based on the value ranges that are pertinent to the patient select the item in the flow sheet items table and click in the flow sheets toolbar to open the new quantity range variant window note selecting a modified item and clicking will open the edit quantity variant window in the min and max fields, change the pertinent values in the first field or select excluded or no limit in the adjacent dropdown field in the flowsheet field, enter or select the flow sheet to which this concept target range applies if it should be different for the patient’s other flow sheets in the provider field, enter your provider code if this target range is only to be used by you in the provider group field, enter the provider group code or name if this target range is only to be used by a specific provider group press ok to save the target range information note these values can also be changed outside of a patient record through maintain/target ranges from the main menu all target ranges display, including variants, and the list can be filtered by provider , provider group , or patient select an item and create a new variant by clicking , edit the item by clicking or delete the item by clicking intervals intervals can be specified for items based on the value ranges that are pertinent to the patient select an item in the flow sheet items table and click in the flow sheets toolbar to open the new interval variant window note selecting a modified item and clicking will open the edit interval variant window in the interval field, change the number and, if necessary, in the adjacent field, select the time period in the flowsheet field, enter or select the flow sheet to which this concept interval applies if it should be different for the patient’s other flow sheets in the provider field, enter your provider code if this interval is only to be used by you in the provider group field, enter the provider group code or name if this interval is only to be used by a specific provider group press ok to save the interval information note these values can also be changed outside a patient record through maintain/intervals from the main menu all intervals display, including variants, and the list can be filtered by provider , provider group and patient select an item and create a new variant by clicking , edit the item by clicking or delete the item by clicking display of range and interval columns in the flow sheets toolbar, click to show or hide the range and interval columns in the items table values that are outside of the reference or target range for the item are indicated by different font colours and emphasis values above the range display in red, bold font values below the range display in blue, bold font values that exceed the interval display with a yellow background if the latest value of an item exceeds the interval, the item and the latest value in the items table will also display with a yellow background creation of flow sheet variants in the flow sheets view, select a flow sheet and, in the flow sheets toolbar, click this opens the variant flow sheet definition window in the name field, edit the text to describe the variant this could be as simple as adding the provider’s name or patient’s name or it could be adding meaningful text or an abbreviation describing the difference of this particular cdm flow sheet in the base tab toolbar, you can click icon description to add a new measure or click the dropdown arrow to add • new macro • immunisation by code this allows you to select a service code • immunisation by formulary this allows you to select a chemical or group from the formulary • script to edit the properties of the selected folder or concept, using the general and content tabs to delete the selected folder or concept in the prescriptions tab, you can set the display preferences for prescriptions, if any in the patient filter tab, you can set the criteria for which patients the flow sheet variant will display the same criteria are used when creating dynamic patient groups in the variants tab, you can set the provider , provider group to make the variant specific only to a certain provider or provider group or clear the patient field to make the variant applicable to all patients in the macros tab, you can set or create an onsavevalidate macro or edit or delete the onchangecalculate macro, though we recommend not making any changes unless you are proficient with macros the presentation and lower panel tabs allow you to set display settings for time and the lower panel, respectively once you have completed the definition of the variant, click to save the variant flow sheet jfas a number of jfas have been attached to this article the table below specifies which region and language the jfas apply bc flow sheets nb english flow sheets bc fcd1 chronic kidney disease cdm form jfa fcd47 nb cdm asthma jfa bc fcd2 congestive heart failure cdm form jfa fcd48 nb cdm diabetes jfa fcd49 nb cdm congestive heart failure jfa fcd51 nb cdm hypertension jfa fdc50 nb cdm copd jfa