SOAP / Medical Chart FAQ

How do I change the patient on a SOAP chart?

If you need to change the patient on a SOAP chart, you will need to open that SOAP chart in editing mode.  This means that if the chart is locked, you will have to unlock it.  Only the practitioner who created the chart has the permission to enter the chart in editing mode.

Once you have the chart open, click on the patient’s name at the top left of the chart.  This will open up the configuration window.  Change the patient from the patient list drop-down menu, and then click on save.  The patient associated with that chart has now been changed.  You can then lock the chart again if needed.

Note that OutSmart keeps an audit trail of all changes.

How do I chart Informed Consent?

There are 2 methods you can use to note informed consent in your SOAP charts.  You can use the informed consent area at the top of the SOAP chart interface, or you can use the informed Consent section available as a section which can be added to the “Plan” page of your chart.

Both sections have the ability to save SmartLists, which can greatly speed up your charting process.  You can learn how to create and access SmartLists here.

Informed Consent area at the top of your SOAP charts

To add an Informed Consent section to your “Plan” page of your chart, click on the +P button just above your chart index on the left side of the page, and then select “Informed Consent” from the menu of available sections.

Adding an Informed Consent Section to your Plan page in SOAP charting.

How do I add tables, lists, and images to my medical charts?

If you want to add tables, lists, or images to your text fields while charting in OutSmart EMR, you can do so simply by going to a NEW line in the text field, and clicking on the “plus” icon that shows up to the left of the text field.

Placing your cursor on a NEW line in a text field means that your cursor is at the beginning of the line, and there is nothing else in that line.  You can usually just press enter to get to a new line.  Once your cursor is on a new line, the “plus” icon shows up automatically, and gives you access to add tables, lists and images.

Go to a new line to see the “plus” icon, and then click on it.

Clicking on the “plus” icon gives you access to creating tables, lists, and images.

How do I recover or un-delete a deleted chart?

When you delete a chart, it is not lost forever.  You can restore the deleted chart from within a specific Patient Workspace.   First, go to the Patient Workspace for the patient whose chart you deleted.  Then, click on the “Chart” tab, and you will be able to see any deleted charts highlighted in red.  You can click on the ‘restore chart’ icon to restore the chart.

How do I recover lost data from within my Smart Chart?

You can lose information from your chart in a few different ways.  You might accidentally delete the information and save the chart; or you might have the same chart open in more than one window or tab, and lose information because each window is auto-saving it’s version of the data in your chart.

Whatever the circumstance by which you lost your information, the good news is that you can almost always recover it.  Here is how you can recover lost information from your chart.

First, scroll to the section of your chart where the information is missing.  Then click on the “Browse Audit Trail” button at the bottom of that section.

Clicking on the “Browse Audit Trail” button at the bottom of every section will give you access to that section’s history.

A panel will open up showing you a series of date and times when that section’s information was changed.  Click on the dates and times to browse the audit trail for that section.  Once you find the information you lost, you can click on the “Restore This Version” button to restore that version of the Smart Chart section back into your chart.

Select the backup from the left, and then click on “Restore This Version” when you find the version of your data that you want to restore.

Note that this recovery will replace the section you currently have in your chart with the one from the audit trail.  If you are only looking for a small snippet of information from your audit trail, it would be best to simply cut and paste the information instead of clicking the “Restore This Version” button.