Widgets in the Clinical Ability
- Dylan Nigh
In the Clinical Ability, each clinical element is referred to as a widget. A widget lists clinical information that has been entered into MacPractice for a patient. Each widget contains either links to reach where that information is stored, or you can edit it directly from the widget.
This article covers the functionality of each Widget available in the Clinical Ability.
For more general information about the layout of the Clinical Ability, please refer to the Clinical Ability Overview article here.
Any widget that would allow you to add records will appear here unless it is hidden via customizing the Clinical Summary, as described in this linked article. We strongly encourage you to hide any widgets that don't apply to your practice.
Listed below are all of the Clinical widgets available, and a brief description of what they do. These are presented in the default order from top to bottom:
- 1 Problem List
- 2 Medications
- 3 Account Alerts
- 4 Procedures
- 5 Perio Visits
- 6 Optical RX
- 7 Smoking Status
- 8 Preventive Care
- 9 Orders
- 10 Digital Radiography Visits
- 11 Patient Forms
- 12 Referrals
- 13 Care Team
- 14 Gender Identity and Sexual Orientation
- 15 HIE Downloads
- 16 Allergies
- 17 Immunizations
- 18 Patient Alerts
- 19 Planned Treatments
- 20 Clinical Notes
- 21 Vitals
- 22 Patient Education
- 23 Family History
- 24 Goals
- 25 Labs
- 26 Attachments
- 27 Notes
- 28 Implantable Devices
- 29 Social, Psychological, and Behavioral
Problem List
The Problem list is a record of all diagnoses for a patient.
At the top right you will see the Info button, Active or All selector, and the Add button.
When Active is selected, the Problem List will display active Diagnoses only.
When All is selected, you will see all active and inactive diagnoses. You are also able to reorder the diagnoses by clicking and dragging them to your desired order.
The Green Plus button allows you to select new diagnoses to add to the patient's Problem List via the Coding Selector.
Double-clicking on a diagnosis will bring up a detailed view of that specific diagnosis, with several fields to edit.
The fields are:
Diagnosis Code: This is the numerical identifier of the diagnosis
Code Type: This will designate the type of code (ex. ICD9, ICD10)
Description: A brief overview of what the diagnosis entails.
Onset Date: The date the problem began to affect the patient.
Diagnosed Date: The date in which the patient was diagnosed by the doctor.
Resolved Date: The date the problem was addressed.
Type: Select the Type of the problem entry: Condition, Symptom, Finding, Complaint, Functional Limitation, Problem or Diagnosis.
Status: Select the status of the problem entry: Active, Inactive, Chronic, Intermittent, Recurrent, Rule Out, Ruled Out, Resolved.
Regularly Treated: When checked, the diagnosis will pull to new charges. When unchecked, it will not.
Provider: The provider who diagnosed the code.
Office: The office assigned when the code was diagnosed.
CQM Value: If a value needs to be assigned to the diagnosis, it may be added here. This field is intended for legacy purposes and not used in any reports.
Notes: A free text area that allows information to be added about the problem record. Anything entered in the Favorites Custom Description will be reflected here as well.
Medications
The Medications widget will show both the active and inactive medications on the patient's chart.
Medications is a linkable widget, meaning that you can click on the name of the widget to take you to the Rx Ability to review the currently selected patient's prescriptions in detail.
By clicking the Active/All toggle in the upper left, a user can filter between the Active prescriptions and all prescriptions on the patient's chart.
You can also sort the columns by clicking on the arrows to the right of each column name.
The Info Button in the Medications widget allows you to map a prescription to an RxNorm code if this code has not been mapped yet. If the prescription has already been mapped, this will instead behave as the Info Button typically does, providing you contextual information for the indicated medications.
Account Alerts
This widget will show you the alerts that have been added on the account tab of the Patients Ability.
The Account Alerts widget is a linkable widget. Clicking the title of the widget will take you to the Account Tab of the Patients Ability where you can find the Account Alerts on the patient's chart. These are located in the "Alerts" tab.
Procedures
The Procedure widget will show you all of the procedures that have been completed.
This Procedure widget pulls information from the patient's ledger. Dates reflect the Procedure Date of the procedures in question, not necessarily the Posted Date.
You can go directly to a given Procedure by clicking on the blue procedure code link. This will take you directly to the ledger and highlight the charge. If this does not occur, you may need to adjust the View Options drop down menu and ensure that "Show All Transactions" is toggled.
Perio Visits
This widget displays the perio visits on the selected patient's chart.
Clicking on either the widget title or the blue visit name links will take you to the Dental Tab. The title will pre-select the Perio Chart node for you, while clicking on an individual visit will take you to that visit within the Dental Tab.
Optical RX
This widget will display all of the optical prescriptions stored within the Optical Ability for the selected patient.
Much like other widgets, clicking the title or the visit date will take you to the Optical Ability. Clicking the date will take you to that particular optical prescription.
Smoking Status
This widget tracks the patient's logged Smoking Status. You're able to add and manage the patient's smoking status by either clicking the Green Plus in the upper right corner, or you can double-click a status line to open up a pre-existing status.
Entering a smoking status of Current Smoker without checking the box for cessation counseling offered will trigger a clinical alert; though the alerts may be disabled through References. If cessation counseling was offered, check the Cessation Counseling Offered box and enter the date within the Date Offered field. Click the Done button to add the record.
Preventive Care
Preventative Care is used to help track routine preventive procedures that were performed at a different practice.
This widget allows you to add items by clicking the Green Plus. This will bring up a window where you can select the type of Preventative Care Measure you'd like to add to the patient's health record.
Double clicking a line item will allow you to edit the details of a specific Preventative Care measure. You can adjust the code, the Next Visit date, and the Performed Date. There's also a button that will take you directly to the generated order for the Preventative Care measure.
Orders
This widget contains a list of orders on the patient's account. The Orders widget can be filtered by clicking on the Open/All toggle in the upper right to display either All orders, or any currently Open orders.
Clicking on the Orders title will take you directly to the Orders Tab of the Patient Ability.
Clicking on an Order link in the Order column will take you directly to that order.
Digital Radiography Visits
The Digital Radiography Visits widget keeps track of all visits logged in the Digital Radiography Ability for the currently selected patient.
Clicking on the title will take you directly to the Digital Radiography Ability.
Clicking on a Visit name in the Visit column will take you directly to that visit.
If you just want to quickly review a patient's visit layout, you can click the Preview button to pull up the Layout to review. This can take a few moments to load.
Patient Forms
The Patient Forms widget contains a record of any patient forms in the EDR/EMR Ability and the EHR Ability that are associated with the selected patient.
Clicking the Form name will take you to the EDR/EMR ability with that form pre-selected. You can also click the Preview button to take a quick glance at the filled out form.
Referrals
The Referrals widget displays all referrals added to the patient's record, located in the Patient Tab of the Patients Ability.
Clicking on the widget name will take you directly to the Referrals sub-tab where you can add, edit, and remove the patient's referrals.
Clicking on the Referral name will take you directly to that Referral.
Care Team
The Care Team widget allows you to define a provider as belonging to this patient's Care Team.
To add a Care Team member, simply click the Green Plus in the upper right corner of the widget. A window will appear prompting you to choose a provider.
It is important to note that if you want to assign an incident to a Care Team member, you'll first need to select the appropriate incident in the Incident drop down menu at the top of the Clinical Ability. If "All" is selected here, any added Care Team member will not have the Incident column populate with an incident.
Gender Identity and Sexual Orientation
The Gender Identity and Sexual Orientation widget displays relevant information regarding the currently selected patient's gender identity and sexual orientation.
By clicking the Green Plus, you're able to add to this widget and define the patient's gender and sexual orientation. Double clicking a line will allow you to edit that line.
HIE Downloads
The HIE Downloads widget is used in conjunction with the HIE Manager to track any received patient data from a Health Information Exchange for this patient. Follow the HIE Manager link to learn more about how the HIE Manager works.
You can sort the downloaded items by clicking on the sorting arrows to the right of each column name. This will cycle between ascending and descending order for the respective column. You can also click the Preview button with a selected line to preview a downloaded file.
The Request for Data Sent checkbox is used when the office does not have their MacPractice linked to a particular Health Information Exchange. This will store the date the checkbox was marked for MIPS-qualifying purposes.
Allergies
The Allergies widget displays both active and inactive allergies on file for the patient. You can filter the displayed results by toggling the Active/All toggle in the upper right.
Click the green plus to add a new allergy. You can also double-click a line item to edit that particular Allergy record.
You can also drag Allergies into a particular order if you have the Active/All toggle set to "All".
Immunizations
The Immunizations widget contains records of the patient's immunizations.
The Historical button allows you to add a historical immunization record to the patient's chart. This is used in situations where the practice itself did not conduct the immunization in question and the immunization has been conducted in the past. Functionally, it behaves much like the Green Plus.
Clicking the More button allows you to set the patient's VFC Eligibility Status, Registry Reminder for Immunizations and an effective date for such a reminder, and add a rabies exposure date to the patient's record.
Patient Alerts
The Patient Alerts widget contains a list of any Patient Alerts added to this patient's account. Clicking the name of the widget will take you directly to the Patient Tab of the Patients Ability, with the "Alerts" sub-tab selected.
Clicking on the name of an alert will take you directly to that alert within the "Alerts" sub-tab.
Planned Treatments
The Planned Treatments widget contains any treatments in the patient's Treatment Plans, located in the Treatment Plan node of the Ledger Tab of the Patients Ability.
Clicking on a procedure code will take you directly to that treatment in the ledger.
Clinical Notes
This widget displays all of the Clinical Notes that have been entered into the Clinical Notes Table under the Dental Tab. This particular widget allows you to scroll left and right to view all columns. Not shown in the screenshot above are columns for the Procedure Date, Posted Date, and a preview button. The Preview button allows you to get a quick glance at the Clinical Note in question.
Clicking the name of the widget will take you to the Clinical Note table in the Dental Tab of the Patients Ability. Clicking on the description itself will similarly take you to the Clinical Note table and pre-select the Clinical Note in question.
The drop down selector in the upper right allows you to filter the Clinical Notes.
Vitals
The Vitals widget contains all recorded Vital entries for the patient. By clicking the Green plus, you can add a new Vitals record.
This widget allows you to scroll left and right to view all columns present.
If you've been taking multiple Vitals records, you can use the Growth Charts button to generate a chart that assists with comparing and contrasting the available Vitals data to assess trends.
Patient Education
The Patient Education widget allows you to track any educational materials you have provided to patients. These materials can be defined in the Patient Education Resources reference node, located in the Clinical Sidebar.
When you add a Patient Education record, you'll be prompted to select an appropriate resource from the above window. It is important to note that the only resources that will be available to select depend on the conditions set in the Patient Education Resources Reference node. The most common example of a requirement would be that a particular diagnosis code must be present in the patient's Problem List before you can assign the Blood Sugar Management resource that is present in the above screenshot.
Family History
This widget contains the patient's Family History records.
Clicking on the Green Plus will allow you to add a new Family History record. A window will appear allowing you to search for and select a Family History record to add.
Goals
The Goals widget tracks Goals that have been added to this patient's record. The drop down menu in the upper right allows you to filter the Goals by Completed, Incomplete, or All.
Clicking the Green Plus will allow you to search for and select a Goal to add.
Labs
The Labs widget tracks any Lab Orders that are assigned to the currently selected Patient. You can filter the results by toggling the Open/All selector in the upper right corner.
Clicking on the widget name will take you to the Labs Ability/Orders Tab.
Attachments
The Attachments widget contains all attachments associated with the patient in question. You can filter the displayed attachments by type via the drop down filter in the upper right hand corner.
Clicking the widget name will take you to the Attachments Ability.
Clicking the attachment name will take you directly to that attachment. You can also use the Preview button to take a quick look at a given Attachment.
Notes
The Notes widget contains any generated Notes associated with the selected patient. Clicking on the name of the widget will take you directly to the Notes Ability.
Clicking on the name of the Note will take you directly to the Notes Ability with the clicked Note pre-selected. You can also use the Preview button to take a quick look at a given Note.
Implantable Devices
The Implantable Devices widget allows you to add and review any patient records for Implantable Devices for the selected patient. As with many widgets, you can toggle the Active/All selector in the upper right to filter the displayed results. You can also double click any line item to open a window where you can toggle the status of the device or delete a device if needed.
You can add an Implantable Device by clicking the Green Plus. When clicked, you will be prompted for a UDI (Unique Device Identifier) for the Implantable Device you wish to add to the patient's records. A UDI is a number identifier that ties to the FDA database. Click here to learn more about UDIs. This must be a valid UDI and not a placeholder.
When you've entered a valid UDI, you'll be presented with the Device Information and other associated information of the Implantable Device you're going to add to this patient's record.
From this window, you can review and confirm that the Implantable Device you're trying to add is the correct one. You can also toggle the status of the Implantable Device as Active or Inactive.
Social, Psychological, and Behavioral
This widget tracks answers to any Social, Psychological, or Behavioral survey questions that have been assigned to the selected patient. You can click the Green Plus in the upper right corner to add an entry, or you can double click a line item to edit or delete an existing entry.