---
title: Flow Sheets (8.6+)
slug: portal-sub/flow-sheets-86
docTags: 
createdAt: 2026-03-04T12:03:22.636Z
---

# 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

1. Open the Medical Record for a patient and select the **Flow sheets** view from the segment bar menu.

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2. 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.

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:::Paragraph{indent="1"}
In the **Flow Sheets** toolbar, select an item and click:
:::

| Icon                                                                                                                                                                                                                                                                                                                                                                       | Description                                                                                                                                              |
| -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------- |
| ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ACPMQ23Z1d1JZ-rXdux___ytd4hj6cf0nbj4bkhnvst7hmc0dfkuz8bw.png" size="10" isUploading="false" initialPath="assets/yTd4hJ6cF0nbJ4bKhnvsT7Hmc0DFkUZ8bw.png" githubPath="en/Results and Measures/Measures/assets/yTd4hJ6cF0nbJ4bKhnvsT7Hmc0DFkUZ8bw.png" position="flex-start" showCaption="false"} | to display the data in graph form                                                                                                                        |
| ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/VczR0H1rNDK5AhGPsaW0r_hzjwb-jywicpkbhiyzjk9xsdixvt3p2ba.png" size="10" isUploading="false" initialPath="assets/hZjWb-jyWIcPKbhIyzJK9xSDixVT3P2B_A.png" githubPath="en/Results and Measures/Measures/assets/hZjWb-jyWIcPKbhIyzJK9xSDixVT3P2B_A.png" position="flex-start" showCaption="false"}  | to display the data in its own table                                                                                                                     |
| ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/dv0CBbFsLgQ5Ib9lBDCz3_kmd7x3ceek2otpk57g4hq6qckf8wfp-mdq.png" size="10" isUploading="false" initialPath="assets/Kmd7X3cEEK2OTpk57G4hQ6qckF8WfP-mdQ.png" githubPath="en/Results and Measures/Measures/assets/Kmd7X3cEEK2OTpk57G4hQ6qckF8WfP-mdQ.png" position="flex-start" showCaption="false"} | to display the patient’s prescriptions in the Items table and their **Instruction** or **Daily Dose** information (select option via the dropdown arrow) |
| ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/KE8WGKsbfG9PjVXG2oE2P_evcno5xzcbpw8ijkmeftt1kxun8v-twp0g.png" size="10" isUploading="false" initialPath="assets/evcno5XZcbpw8iJkmEFTt1kXuN8v-twP0g.png" githubPath="en/Results and Measures/Measures/assets/evcno5XZcbpw8iJkmEFTt1kXuN8v-twP0g.png" position="flex-start" showCaption="false"} | to display the data from earliest to latest date                                                                                                         |

### Entry of New Values

1. In the **Flow Sheets** toolbar, click 

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:::Paragraph{indent="1"}
. This displays a **Value** column in the Items table.
:::

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2. Click into the **Value** field for the item and enter the value.
3. Click 

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:::Paragraph{indent="1"}
to save all the values once they have been entered. The saved values create new transactions. To delete any value, click
:::

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:::Paragraph{indent="1"}
. These icons display in the toolbar once the
:::

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:::Paragraph{indent="1"}
 icon is clicked.
:::

### Entry of Past Values

1. In the Flow Sheets toolbar, click 

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:::Paragraph{indent="1"}
. This opens the Add New Transactions window.
:::

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2. 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 

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:::Paragraph{indent="1"}
 in that column.
:::

3. 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.

1. Select the item in the Flow Sheet Items table and click 

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:::Paragraph{indent="1"}
in the **Flow Sheets** toolbar to open the New Quantity Range Variant window.
:::

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:::hint{type="danger"}
**Note**

Selecting a modified item and clicking 

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 will open the Edit Quantity Variant window.
:::

2. 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.
3. 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.
4. In the **Provider** field, enter your provider code if this target range is only to be used by you.
5. 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.
6. Press **OK** to save the target range information.

:::hint{type="danger"}
**Note**

These values can also be changed outside of a patient record through **Maintain/Target Ranges** from the main menu.

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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 

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, edit the item by clicking

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or delete the item by clicking

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:::

### Intervals

Intervals can be specified for items based on the value ranges that are pertinent to the patient.

1. Select an item in the Flow Sheet Items table and click 

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:::Paragraph{indent="1"}
in the **Flow Sheets** toolbar to open the New Interval Variant window.
:::

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:::hint{type="danger"}
**Note**

Selecting a modified item and clicking 

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 will open the Edit Interval Variant window.
:::

2. In the **Interval** field, change the number and, if necessary, in the adjacent field, select the time period.
3. 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.
4. In the **Provider** field, enter your provider code if this interval is only to be used by you.
5. 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.
6. Press **OK** to save the interval information.

:::hint{type="danger"}
**Note**

These values can also be changed outside a patient record through **Maintain/Intervals** from the main menu.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/0qrL4PYQPYXURSuZOWoiB_wqaec8vhqgsnc0xb-nwjr7vjlsdujyopea.png)

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 

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, edit the item by clicking

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 or delete the item by clicking

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:::

### Display of Range and Interval columns

In the **Flow Sheets** toolbar, click 

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to show or hide the **Range** and **Interval** columns in the Items table.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Vqyri3styzB8Xi-_7cyTd_wosqirmeiafzyih82l2hx5wg2nvqut6mpg.png)

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

1. In the **Flow Sheets** view, select a flow sheet and, in the **Flow Sheets** toolbar, click 

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:::Paragraph{indent="1"}
. This opens the Variant Flow Sheet Definition window.
:::

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2. 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.
3. In the **Base** tab toolbar, you can click:

| Icon                                                                                                                                                                                                                                                                                                                                                                       | Description                                                                                                                                                                                                                                                                          |
| -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/YaakEPNk6cQOZdJFsrwuO_idl-tzsnln0ighe2adrd-qdwuabiydr8xa.png" size="10" isUploading="false" initialPath="assets/idL-tZSnLN0iGhe2aDrD-qdWuAbiYdr8XA.png" githubPath="en/Results and Measures/Measures/assets/idL-tZSnLN0iGhe2aDrD-qdWuAbiYdr8XA.png" position="flex-start" showCaption="false"} | to add a **New Measure** or click the dropdown arrow to add:<br />• **New Macro**• **Immunisation - by code**. This allows you to select a service code.<br />• **Immunisation - by formulary**. This allows you to select a chemical or group from the formulary.<br />• **Script** |
| ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/meBD-5H5mfsAMfCHQQuSb_oeqlbkvpgr8tjlce7jttrmkd5n08ty9dw.png" size="10" isUploading="false" initialPath="assets/oeQLbkVPgr8tjLCe7jT_TrmKD5n08ty9Dw.png" githubPath="en/Results and Measures/Measures/assets/oeQLbkVPgr8tjLCe7jT_TrmKD5n08ty9Dw.png" position="flex-start" showCaption="false"}  | to edit the properties of the selected folder or concept, using the **General** and **Content** tabs.                                                                                                                                                                                |
| ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ZlR-sTGzwu26p7Cz6SG0u_ystcfz1bvum-afxlrlkh0zmbsyoxhjesa.png" size="10" isUploading="false" initialPath="assets/ystC_fz1bVum-AFXlRLKh0zMBsyoXhjesA.png" githubPath="en/Results and Measures/Measures/assets/ystC_fz1bVum-AFXlRLKh0zMBsyoXhjesA.png" position="flex-start" showCaption="false"}  | 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.

4. Once you have completed the definition of the variant, click 

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/TJK62cnaHPtrTwRNETkoG_o1gcb5n9jamzfps1-z-skg-5-5mqrg.png" size="10" isUploading="false" initialPath="assets/o1gcB5n9Jamz_fps1-z_-Sk_G_-5-5mqrg.png" githubPath="en/Results and Measures/Measures/assets/o1gcB5n9Jamz_fps1-z_-Sk_G_-5-5mqrg.png" position="flex-start" showCaption="false" indent="2"}

:::Paragraph{indent="1"}
 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                 |
| <br />                                          | FCD49 NB CDM Congestive Heart Failure.jfa |
| <br />                                          | FCD51 NB CDM Hypertension.jfa             |
| <br />                                          | FDC50 NB CDM COPD.jfa                     |
