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Diabetes Educators Calgary Charting Guidelines

Where to Chart

Where to Chart

Charting guidelines are intended for use by Diabetes Centre Calgary clinicians. This page is in development - ongoing updates are being made.

Charting data in a consistent place will help to

  • avoid duplicate data entry
  • enable Smart Phrases to populate the correct information
  • minimize the risk that important information is missed in subsequent encounters

Use the Search box to filter the table for the specific data element you're looking for.

DataExamples/Further InfoLocation/method
Alcohol safetySafety Checklist section of Diabetes Management tab
Cardiovascular EventsSafety Checklist section of Diabetes Management tab
Cloud-based accountLibreView, Clarity, Carelink, Diasend (CGM, Pump)Problem List > Click on Problem > Overview (do not include passwords here; use yellow stickies for those)
Continuous Glucose Monitor parametersGMI, CV, Time in Range, etcCGM Metrics section of Diabetes Management tab
Driving guidelinesSafety Checklist section of Diabetes Management tab
Foot CheckFull check of feeling, color, shape, etcFoot Screening section of Diabetes Management tab
Foot WoundsSafety Checklist section of Diabetes Management tab
GlucagonWhen, why and how to useSafety Checklist section of Diabetes Management tab
Glucose readingsCBGGlucometer section of Diabetes Management tab
Hypoglycemia (general)frequency, symptomatic at what levelHypoglycemia section of Diabetes Management tab
Hypoglycemia (safety)Safety Checklist section of Diabetes Management tab
Insulin doseratio, ISF, fixed doseInsulin Instructions in Diabetes Management tab
Ketones and Sick Day ManagementSafety Checklist section of Diabetes Management tab
Lactose IntoleranceFlow sheet under food/meal preferences
Last Glucose Meter CheckSafety Checklist section of Diabetes Management tab
Medical AlertSafety Checklist section of Diabetes Management tab
Medication other than insulin Medication Review. It gives you the option to choose "taking differently" without requesting an order. (Medication Management requires an order if changing doses). Note, if taking different doses at different times of day, enter the medication more than once (once for each time of day).
Obstetric historyGravida Para AbortaHistory tab > OB history. For para and aborts, do not enter numbers directly. Add previous pregnancy data. GPA updates automatically.
POCTInform II glucoseInputting the CSN into the meter automatically uploads the glucose reading to the "Orders" section at bottom right of the chart.
PreconceptionSafety Checklist section of Diabetes Management tab
Preferred nameClick on Name on Storyboard, and edit
Pregravid weightPre-pregnancy weightOB Tools tab > Prenatal Vitals and Notes > Edit. Add as Pregravid Wt.
Psycho-social Safety Checklist section of Diabetes Management tab
Psych-social declinedProblem List > Click on Problem (diabetes) > Overview (free text psych-social services declined)
Pump Active Insulin time In the SmartPhrases is a heading with a picklist called "additional pump programming".
Pump Back-Up PlanIn the SmartPhrase .DCCCPUMPFUORIPTPREVEW there is a picklist with an option.
Pump Brand & Model Diabetes Management Tab > Insulin Instructions > Pump Settings (Name: free type in e.g. Settings: Medtronic 770G)
Pump - IPTP Start DateProblem List > Advanced View > Diabetes > Amb SF Diabetes Patient Level
Pump - Omnipod "Correct Above"In the SmartPhrases is a heading with a picklist called "additional pump programming".
Pump Start OrdersCreate using .DCCCPUMPSTARTORDERS. Find under Chart Review > Media. Consider a new encounter: document (so easier to find). Consider inputting the approved orders into Insulin Instructions/Pump Settings�as Name: Pump Settings Order Approved� pending start.�See "Pump" CC webpage for video for where to find MD orders.�
Pump Settings Diabetes Management Tab > Insulin Instructions > Pump Settings. You may click "pump settings" to use again to include an alternate profile if needed.
Sex, GenderClick on Sex/gender section on Storyboard, and edit
SupplementsVitamins, Minerals, HerbsReported medication. If you are the one recommending it, indicate that fact in the Comments box. If the desired supplement isn't there, select 'Other' under the Database tab.
TargetsA1c target, ac and/or pc glucose targetTargets section of Diabetes Management tab.
Total Daily Dose, % BasalInsulin Metrics section of Diabetes Management tab