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Purpose: Finding classes, finding items, and finding item options are a helpful combination of features to help your staff enter medical record notes in a clear, concise, and organized manner. This document explains how each defines each feature and describes how to create or edit their the configuration.
You must be logged into DVMAX as a user with access to the Patient Codes section of DVMAX to create or edit finding templates.
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Editing an existing finding class will change past history of patient record. Beginning in DVMAX v8.7, you are able to remove items from a finding class without changing past history. Adding finding items will still add those items to any history entries in which the class has been used. |
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Finding Class
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- From the Section pull-down, choose Patient Codes
- Search for Finding Items
- Click Add New
- Choose an Item Name - this is the name you will see displayed in the finding class/patient history.
- Add Units, if applicable. For example, if your finding item is Weight, the units might be lbs. This will save you from having to type lbs each time you enter a value in the weight finding item
- Add Default Note, if applicable. Some examples clinics may choose to have a default note of No Significant Findings in some of their exam finding items, other others choose to enter Negative for heartworm test or fecal results.
- Check Support MRE Macros if you would like this finding item to be available when configuring macros. (See Creating Macros for more information on how finding items can be used in Macros)
- Enter WP Formatting options - these settings will format the text of the finding item if the finding item is entered to an open word processing document from the patient history screen. (See insert at the bottom of the document for further instructions on using this feature).
- Click Add Options in the lower right-hand corner of the window to add pick list items for your staff to choose when entering notes in the patient history.
- Enter a Description (the word, phrase, sentence, value, etc) that your staff can choose
- Click OK to add the description and enter additional options
- Click Cancel when you are done adding options.
- Check Suppress commas between selected options if you'd like multiple options to be entered without commas between each choice
- Click OK to save the newly created finding item
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- From the Section pull-down, choose Patient Codes
- Choose Med Rec Codes from the Search for pull-down
- Locate the group of medical record codes by searching for Medical Record Code or Keyword In Description. For example, search for Exam in Keyword by Description to find all Exam medical record codes
- From the list of codes, highlight the codes that will have the finding class linked
Hold the Ctrl (PC) or Command (Mac) key to select multiple, non-sequential items from the list. Highlight the first item in a list, hold the Shift key and click the last item on the list, to highlight a sequential list of items.
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DVMAX offers the option to insert a specific finding item into a word processing document. When the finding item is inserted manually, the font options selected in the finding item configuration are used. It is also possible to configure word processing documents to automatically insert specific finding items. Review How to insert specific finding item values into a Word Processing document for more information on this word processing configuration. To Manually Insert a Specific Finding Item into a Word Processing Document
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