• 1 UDF Code
  • 1.1 UDF Code - Autofill Query
  • 1.2 UDF Code - Merge text
• 2 User defined category
• 3 Reporting code
• 4 V7 additional options

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UDF Code

This field can be used in 2 ways if required (Autofill Query or Merge Text)- most commonly used is the Merge Text method described below, using Remarks templates.

This is a way to autofill the answer to the question, if it has been supplied elsewhere in IDEAS.

The field is used to reference where the Progress Note should look to find an answer to autofill the answer - this can be by a UDF code, or by designing and running a query to identify the fieldname of the field where the answer may have been recorded.

UDF Code - Autofill Query

The Autofill query is a query that runs once only, on opening the template to create a new event record for a patient. The query runs (internally, behind the scenes) and then any of its columns that are named in this (“UDF Code”) field have that column content inserted as the answer to the question.

For an worked example of how to do this click here How To - Autocomplete an answer in a PN from another field in IDEAS

UDF Code - Merge text

The second use of the “UDF Code” is to cause the insertion of “merge” text into the “Remarks” area of the Progress note being created (or reviewed). See Remarks template for more informationIDS6218 - Progress Note Template - Remarks template tab:

User defined category

This field allows you to link to the ‘more info’ section in the demographic slice

This field is linked to the information displayed when you click on the “More info” link in the “Demographic slice”. A sample of a “More info” display is shown below.

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User defined categories are created in the File > System configuration > Lists > User defined category (Progress notes).

Additionally, you are able to create new categories directly from the Add a new question > (right click) properties dialog.

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Click on and fill in the new entry.

Click ‘Save’ and OK to close the form.

The sample above has the word “Allergies” on a line with a gray background.

Below it are all instances of questions (including their answers, remarks and the event template it is from) where “Allergies” was specified as the “User defined category”.

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You will want to be judicious in your specification of questions that include a “User defined category” for two reasons:

1. This should be reserved for important questions and answers.

2. The “More info” list is not scrollable so some lines could become hidden from view.

It also show on the “Notes by category” tab.

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Reporting code

This option is used for:

• GPTAL (when questions are answered, the answers will show in the Demographic slice) - for a worked example click here How to - Link a PN template question to the GPTAL status record (pregnancy history) in the demographic slice - IDS6250

• Determine Allergies or Medications

• Height and weight - when questions are answered they will autopopulate the field in IDEAS, and therefore the BMI will be autocalculated - for information on this click here How to - autopopulate the height and weight fields from a PN question

• Extracting other information for registries (SART/CARTR/BELRAP/ANZARD)

V7 additional options

Progress Note question answers can be configured to show in the patient snapshot on the V7 patient homepage using the Special tab.

For full instructions click here How To - configure progress note answers to show in the Patient snapshot section of the homepage (V7)

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