Basic Electronic Medical Record (EMR) Techniques: Smart Phrases

OVERVIEW

Different EMRs may have different terminology (smart phrases, shortcuts, dot phrases, macros, etc) however smart phrases refer to EMR shorthand that can be used to save you time while charting (for example a phrase that draws in the patient’s vital signs instead of you having to go and re-type them).

Smart phrases can take on many different forms, and an important one to be aware of is note templates. You can make your own note templates (in the form of these smart phrases) that can save you a significant amount of time.

Regardless of the EMR that is being used, smart phrases can save you a tremendous amount of time and make charting more manageable (image source).

This page includes tutorial videos in each of its sections (that demonstrates how to perform these features on the UCSF EPIC EMR system). All of these videos can be found in this folder here.

*While the preview feature for these videos may not work on certain mobile browsers, the videos can still be viewed if they are given time to load/the page is refreshed. 

MANAGING YOUR SMART PHRASES

Typically there will be some section where you will be able to access your smart phrases and then manage them (add phrases, edit existing ones, delete some).

Watch a video here on how to find where to manage your smart phrases (demonstrated on the UCSF EPIC EMR)

SHARING SMART PHRASES

It is very useful to be able to share these smart phrases between users. This avoids having each user re-invent the wheel with regards to creating these smart phrases because if a useful one exists it can be shared with others (vs. having it be created again from scratch).

Watch a video here on how to share smart phrases (demonstrated on the UCSF EPIC EMR)

CREATING SMART PHRASES

It is always useful to be able to create your own smart phrases (especially if you are unable to find a pre-existing one that will serve the role you have in mind).

Watch a video here on how to create smart phrases (demonstrated on the UCSF EPIC EMR)

 

Page Updated: 06.14.2019