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#17367 - 11/19/09 02:08 AM Excel-based FlowSheet Download?
SamK Offline
Member

Registered: 10/28/09
Posts: 102
Loc: New Jersey
Hi all,

I am new to the forum and to AC. I've been poking around on the forum in attempts to solve the "flowsheet" problem in AC. I've noticed some people have come up with a solution of using an excel spreadsheet to keep a more organized list of problems, medications, and (most importantly) lab values. They attach this template as an imported item in a patient's chart and then add/edit the data as needed for each patient.

I was hoping somebody would be willing to share an example of such an excel template. I would like to develop one for my practice but am a little intimidated and unsure where to start!

Thanks,

Samantha
_________________________
Samantha Kifer

Office Manager for Dr. Kate Thomsen
Integrative & Holistic Health & Wellness

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#17380 - 11/20/09 07:13 AM Re: Excel-based FlowSheet Download? [Re: SamK]
DocLon Offline
Member

Registered: 07/05/09
Posts: 21
Loc: Colville, WA
I have been using the Excel formatted flow sheets now for a few months, and really like them. Unforturnately, I don't know how to attach an Excel file to this blog. Therefore, use as an example my Coumadin Flow Sheet. Each column has a heading like date, INR, etc. Every time I add a new lab report, I will open the flow sheet, add the info., and then save it.
Example:
COUMADIN FLOW SHEET Patient Name Birth Date
Goal 2-3 INR

DATE INR PROTIME DOSE CHANGE DOSE NEXT INR

We do the same for Diabetes, etc.

In the Tips and Tricks grouping in the Blogs, is a posting by Bert on ”How to make a flowsheet or facesheet for AC” which is excellent, and where I got the ideas on how to make mine.

Hope this helps.

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#17416 - 11/24/09 04:07 AM Re: Excel-based FlowSheet Download? [Re: DocLon]
Carolie Offline
Member

Registered: 07/09/09
Posts: 96
Loc: Hillsboro Oregon
SLK -

email me at carolie.j@tualityphysicians.com and I'll email you some of the flow sheets that we use as well as how we import them into AC. You can edit the data in the files to fit what your company needs to show. As a family practice clinic, our doctors were hesitant to abandon the paper chart flow sheets so I created electronic versions of each sheet which we import in and edit.


Edited by Carolie (11/24/09 04:08 AM)
_________________________
Carolie J.
Manager/Fix All
Tuality Physicians, PC
A Family Practice Clinic

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#17451 - 11/27/09 04:07 AM Re: Excel-based FlowSheet Download? [Re: Carolie]
JLNey Offline
Member

Registered: 12/31/08
Posts: 87
Loc: Ohio
Carolie,

Could I also email you and have you send me the samples of the flow sheets your office uses. Thanks in advance

J. Ney
_________________________
Jennifer

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#18116 - 12/31/09 09:37 PM Re: Excel-based FlowSheet Download? [Re: JLNey]
MoeJoe Offline
Member

Registered: 03/04/06
Posts: 11
Loc: Chicagoland Il
Caroline,

Hopefullly one more email is not to much would you please email the samples of flow sheets your office uses. I am an OB/GYN and would appreciate knowing how to adopt these for our practice. Thanks MONIQUE

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#18159 - 01/03/10 03:23 AM Re: Excel-based FlowSheet Download? [Re: MoeJoe]
Bert Offline
Administrator

Registered: 09/27/03
Posts: 9808
Loc: Brewer, Maine
Caroline,

If you want to email it to me, I can post it online for download. Not sure if there is anything private in it. Just a thought.
_________________________
Bert
Pediatrics
Brewer, Maine

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#18424 - 01/13/10 08:02 PM Re: Excel-based FlowSheet Download? [Re: Bert]
Carolie Offline
Member

Registered: 07/09/09
Posts: 96
Loc: Hillsboro Oregon
Bert

I'm going to make a bit more generic version of it and get it to you.
_________________________
Carolie J.
Manager/Fix All
Tuality Physicians, PC
A Family Practice Clinic

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#18479 - 01/15/10 03:35 AM Re: Excel-based FlowSheet Download? [Re: Carolie]
Bert Offline
Administrator

Registered: 09/27/03
Posts: 9808
Loc: Brewer, Maine
Perfect.
_________________________
Bert
Pediatrics
Brewer, Maine

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#22511 - 07/08/10 06:42 AM Re: Excel-based FlowSheet Download? [Re: Carolie]
jasvinder Offline
Member

Registered: 07/01/10
Posts: 1
Loc: NC
Can somebody help me how to import and use excel sheets in the AC
Thanks
JP Singh, MD

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#22516 - 07/08/10 09:48 AM Re: Excel-based FlowSheet Download? [Re: jasvinder]
Bert Offline
Administrator

Registered: 09/27/03
Posts: 9808
Loc: Brewer, Maine
You can use an Excel spreadsheet for just about anything that requires tracking data or entering data. Given that one of AC's weaknesses is not having a good facesheet with problem list, past diagnoses, allergies, etc. all in one place (especially an actual problem list), having one of your own can be very helpful.

It is really very simple. You open an Excel sheet and design what you want on it. You may have a list for problems, past diagnoses, allergies and other imperative data. You can make it as fancy as you wish with bold headings or color coding, etc. You can also use as many sheets within the workbook and name the tabs at the bottom. So, it may double as a facesheet and a lab flow sheet for diabetes or coumadin levels, etc.

Once you have the flowsheet designed with a place for the patient's name and ID number, DOB, etc., you save it as a template. You then store it either on the server or directly on the computer of your receptionist. You should have several copies backed up somewhere as well.

Now, when a new patient comes in or a patient who needs an Excel sheet in the chart comes in, your receptionist enters the name, DOB and ID number (or whatever demographics you wish) into the file and saves it. She would then import it into that patient's chart and name it whatever.

Now, that flowsheet is in that patient's chart and can be accessed and viewed simply by clicking on Imported Items and clicking on the file.
_________________________
Bert
Pediatrics
Brewer, Maine

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#37868 - 11/14/11 06:54 PM Re: Excel-based FlowSheet Download? [Re: Bert]
drwheatley Offline
Member

Registered: 10/21/11
Posts: 1
I cannot find the Excel Based FLow sheet Download. Help!While I really like AC I am still having the same problem I have always had...How to keep track of all pts. preventative care results and due dates.Hoping for an improvement in the next release. Thanks drwheatley

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