Designing Physician Documentation - Family History

We create new clinical document forms by building one reusable section at a time and then combining them into a single form.

First we login as admin/admin and click on the clinical sections link.


Step 1 Form Design

In this example we are going to create a new system form called Family History with the following goals in mind.

  • Break the form into reusable sections.
  • Add the data elements using OpenEHR archetypes where possible.
  • Map terms to SNOMED where possible.

Step 2 Family Health History Design

  • Sections - we will break the form by site.
  • Data elements will come from the openEHR-EHR-EVALUATION.risk-family_history archetype.
  • (EDIT) Due to disparities in the archetype we added a new group of data elements called Family History.
  • SNOMED findings will be used for each record.

One site section to build

Step 3 Data Elements

  1. Login as admin/admin
  2. Open the Data Elements tool (right click on nodes to get the menu).
  3. Create subcategory History and Physical –> Past Medical History –> Risk Family History
  4. Find the archetype using http://www.openehr.org/knowledge/
  5. Import the Archetype into that category.
  6. (EDIT) we added a subcategory History and Physical –> Past Medical History –> Family History
  7. (EDIT) we added 3 data elements
    - Family History Condition
    —- Integer
    —- Positive/Negative
    - Family History Patient Relative
    —- String
    —- Value List: PatientRelative
    - Family History Condition Notes
    —- String

Step 4 Terms

  1. Open the Terms tool (right click on tree nodes).
  2. Create term category History and Physical –> Past Medical History –> Family History.
  3. Create all new subcategories e.g. System Family History Eyes.
  4. Find the concept ids using http://eagl.unige.ch/SNOCat/.
  5. Add terms selecting the appropriate subcategory
  6. Search for the concepts in PatientOS in the format <conceptid>|<conceptid>|.. etc.
  7. Repeat with each new subcategory.
  8. We also add a free text term ‘Other’ for the subcategory.

Multiple concept SNOMED search

Multiple concept SNOMED search

Concept search by multiple IDs

Concept search by multiple IDs

Step 5 Create Form

  1. Open the Clinical Sections tool
  2. Create a new form for the first section System - Family History Eyes
  3. We view the form properties
    - change the columns to 4.
    - add a custom column definition “1dlu, 1dlu, 1dlu, max(75dlu;p), 1dlu, 1dlu, 1dlu, max(25dlu;p), 1dlu, 1dlu, 1dlu, max(50dlu;p), 1dlu, 1dlu, 1dlu, max(75dlu;p)”
  4. We add 4 labels, one per column
    - Condition
    - Present?
    - Relation
    - Notes
  5. We then add 4 controls
    - Condition
    —- Custom Term Display Field
    —- Record Item: Family History Condition
    —- Term: Cataract
    - Present?
    —- Custom 3 state field
    —- Record Item: Family History Condition
    —- Term: Cataract
    - Relation
    —- Pick list
    —- Record item: Family History Relation
    —- Term: Cataract
    - Notes
    —- Free Text field
    —- Record Item: Family History Condition Notes
    —- Term: Cataract
  6. We then copy the 4 controls and paste as 4 new controls
  7. Select the 4 new controls and press the Term toolbar button to change the term to Glaucoma for all 4
  8. Repeat 6-8 for the term Other in the Family History Eyes category
  9. Save the form
  10. Repeat for all form sections

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