How to insert specific finding item values into a Word Processing document

Applies to Versions: DVMAX v7.0.11-v8.7.3
Purpose: While there is already a reference to insert history entries onto a Word Processing document, there are occasions where one may want to insert their findings into different sections of a document instead of all together. This document covers how to spread the finding items of a specific MRE into several locations of a Word Processing document.

Assuming you have an Medical Record Entry for 'Wellness Exam', which has findings for:
Presenting Complaint
Clinical Findings
Assessment
Conclusion

You decide to create a document in Word Processing and want all 4 findings to appear, but in separate sections. You can accomplish this by doing the following:

Step 1: Identify the Medical Record Code used

In our example, we were using Wellness Exam. We can find the code by searching our Medical Record codes.
In DVMAX Client, go to the Section menu and choose Patient Codes.
Search for Medical Record Codes by Keyword in Description.
Type in a keyword for your Medical Record and click Search (in our example, we would lookup 'Wellness').
Locate the Medical Record in the search results and double click it in the list (if a list appeared)
Make a note  of what that Medical Record's Code is and the Finding Class.

Step 2: Enter Findings into a Patient for Testing

To ensure the end result will work as expected, it is recommended you use a test patient and put the same Medical Record Code identified in Step 1 onto their Patient History.
Enter in values for all your Findings, then save the Medical Record Entry.
Once this is done, move onto Step 3.

Step 3: Open or Create a Protected Document and insert References

Open an existing Protected Document you have, or create a new one.
Place your cursor where you want the specific finding item value to appear.
Go to the Insert menu and choose 4D Expression.
Click on the Expression tab, then click the Edit button.
A Formula Editor window will open.
In the lower section is a single line that you can type in. Enter in the following (cut and paste):

For DVMAX 7.0:
fndngs_return_FC_finding_text([Patients]Patient ID;"Finding_Class_Code";"Finding_Item_Name"; Days_Back)

For DVMAX 7.5-8.7.3:
fndngs_return_FC_finding_text([Patients]Patient_ID;"Finding_Class_Code";"Finding_Item_Name"; Days_Back)

Replace Finding_Class_Code with the Code found in Step 1.
Replace Finding_Item_Name with the Finding item you want to insert in this specific position.
Replace Days_Back with the number of days back you want the program to search through Patient History for information.

Continuing to use our example, we would enter:

For DVMAX 7.0:
fndngs_return_FC_finding_text([Patients]Patient ID;"ExamFind";"Presenting Complaint"; 3)

For DVMAX 7.5-8.7.3:
fndngs_return_FC_finding_text([Patients]Patient_ID;"ExamFind";"Presenting Complaint"; 3)

This would insert any Presenting Complaint notes of a MRE that uses the ExamFind Finding Class in the Patient's record over the past 3 days.
Once the formula is added, click OK to close the Formula Editor window.
Click OK again to close the 4D Expression window.
The result should be any text from the Patient's history that meets the formula's criteria.

You can then repeat the same process into multiple places on your document for different Finding items.


Alternatively, but far less used, you could drill this down to the MRE level instead, using the following formula:

For DVMAX 7.0:
fndngs_return_MRE_finding_text([Patients]Patient ID;"MRC_Code";"Finding_Item_Name"; Days_Back)

For DVMAX 7.5-8.7.3:
fndngs_return_MRE_finding_text([Patients]Patient_ID;"MRC_Code";"Finding_Item_Name"; Days_Back)