Development Steps for EMR Note Creation
To create a new Note Format, Developer may have the following steps:
1. First check and examine the new format requirements. Outline the expected note format output to identify resources, to clarify and plan for the actual coding.
In this example, please refer to this link for the request details: https://jira.dev.wrshealth.com/browse/WRS-17946
2. Create a new PHP file under EMR folder, name this file related to the new note.
In this example, the new note file is: SWGMPsychiatryHistory.php
3. Write the codes of the new note format, this will depend on the requirements specified under the descriptions outlined in the task from Jira ticket.
- For custom note format, developer may use the available functions from "divisionNode.php" file which can be found in “utils” folder: utils\divisionNode.php
- For the implementation example, please refer to this file: EMR\SWGMPsychiatryHistory.php
4. Each newly created note format should also have the following functions to utilize from the end-users view:
- Viewing functionality – create php file to render view of the note format in HTML. In this Example, please refer to: EMR\includes\viewNoteSWGMPsychiatryHistory.php
- Saving functionality – write codes for saving the contents of the rendered view. In this Example, please refer to: EMR\SWGMPsychiatryHistorySave.php
- Export Functionality – create php file to allow the export or print of the note report. In this Example, please refer to: EMR\includes\exportNoteSWGMPsychiatryHistory.php
5. To make the new note format available from the administrator’s EMR management in the EHR application, create an SQL patch in "patches_2021" projects.
- In this example the SQL patch to add the new note format to DB:
INSERT INTO wrsnotesections (wrsnotesections_name, wrsnotesections_url, wrsnotesections_createdate, wrsnotesections_active) VALUES ('SWGM Psychiatry History', 'SWGMPsychiatryHistory', UNIX_TIMESTAMP(), 1);
Steps in Adding the New EMR Note Format
for High Level or End Users
Admin URL: https://ehr.wrs.dev/wrsadmin_new/
- Login
- Go to EMR Management > EMR Note Management Format
Note: Ask for permission if EMR Management Tab is not available in your WRS Admin Management page
- Click the Add New Format button, you will be redirected to EMR Note Format Management Page
4. In this page, fill out the following:
- Note Format name
- Template – ON
- Active Status – Active
5. On the same page, Select one or more Sections from the Left / Upper box.
In this example, select the Mental Status Exam, Assessment and Plan, Orders and Procedure.
Note: Selected sections will appear in the Right / lower box, users have the option to select all, unselect all, deselect sections from the selected items.
6. Click the “Create Format” button once done.
7. The New Note Format will now be available in the Lists of Active Format.
Edit Specialties Associated with the Note Format
To edit specialties where the note format will be integrated:
- From the lists of Note Format, identify the Note Format to be modified and click the “Manage” link, you will be redirected to Edit Specialties Page
2. You may select one or more specialties, or Select All.
3. You may also tick “Default”
4. Click “Save” once done, then “Close Window”.
Edit Sections for Note Format
To modify the sections included in each Note Format:
- From the lists of Note Format, identify the Note Format to be modified and click the ID link of the note, you will be redirected in the EMR Note Format Management page
2. In this page, you may select to include, unselect to remove sections.
3. Click “Save Changes” once done.