Setup
Term lists
Keep your clinic's suggestions for medication frequency, physician credentials, schools, teachers and therapy activity categories, which grow as staff type new values.
Some text fields suggest values from a list your clinic keeps, so staff spell them the same way every time:
| List | Suggested in |
|---|---|
| Medication frequencies | Frequency on a patient's medications, such as twice daily (BID) or as needed (PRN) |
| Physician credentials | Credentials on a physician, such as MD or NP |
| Schools | School on a patient's demographics |
| Teachers | Teacher on a patient's demographics |
| Therapy activity categories | Category on a therapy activity |
A new clinic starts with common medication frequencies and physician credentials; the other lists fill as you work.
How the lists grow#
Start typing in the field and pick a suggestion, or keep what you typed. When the record saves, a value that is not on the list yet is added to it, matched without regard to capital letters or extra spaces. The record always keeps its own text, so renaming, merging or retiring an entry never changes what a chart or a physician shows.
Manage a list#
Open Setup > Term Lists and choose the list at the top. You need a role that can manage clinical libraries to change entries.
- Click New to add an entry.
- Use the row menu to Edit the name, turn an entry off so it is no longer suggested, Merge a duplicate into the entry you keep, or Delete it.