A new 'Disposition' feature has been added to Quick Notes to improve visibility and tracking.

This new feature addresses situations where Quick Notes remain open while users wait for follow-ups or additional information. By providing clearer status handling, it helps reduce confusion, allows users to quickly understand the current state at a glance, and improves overall workflow efficiency.

Admin

TriMed has introduced a new Lookup List Item page named 'Quick Note Disposition.' Users can access this page by going to Admin > System Setup > Lookup Lists and selecting Quick Note Disposition.

Item: Enter the name of the Quick Note Disposition item.

Desc: Enter the description of the Quick Note Disposition item. 

Active: Check the box to indicate that the Quick Note Disposition item is active.

All Quick Note Disposition items are displayed in the left-side grid.

Feature

When a new Quick Note chart item is created on a patient’s chart, the 'Set Disposition' field is displayed directly on the Quick Note. All active items from the Quick Note Disposition lookup list appear in the dropdown, along with 'Custom' and 'Clear' options. When users select 'Custom,' an additional text box will appear next to the field, allowing a custom disposition to be entered.

When a disposition is selected and saved, the disposition value and selected date/time are displayed next to the 'Set Disposition' field. The update is also reflected in the chart tree and the Chart Items widget. 

When users select 'Clear' in Set Disposition and save the Quick Note, the disposition value and associated date/time are removed from the chart item, and the update is reflected in both the chart tree and the Chart Items widget.