Collaborative Care - How to manage Smart Phrases

Smart Phrases

To customize the smart phrases that are available during case consult, use the Case Consult Smart Phrases option in the institute menu:

This will bring you to the Smart Phrases page, where you can create, edit and delete smart phrases.

Your institute should come with a default set of phrases that we have found useful for running consult meetings, but we encourage you to customize these to meet the needs of you and your team.

Using New Smart Phrase or Edit on an existing smart phrase will bring up a form like this

"Title" is the button label that will display below the Discussion and Recommendations fields in the case consult review (see "Collaborative Care - How to run a case consult meeting" ).

If the Details field is left blank, the title will be the default text that is inserted into the Discussion and Recommendations fields. Alternatively, you can add detailed content here (possibly spanning multiple lines) to insert more extensive or structured notes into the Discussion and Recommendations fields.