Diabetes Educators Calgary Charting Guidelines

Note: When referring to the faxed request, do not call it a referral – it is a Smart Set Order.

• Documenting Consent
• Smart Set Order Flowchart
• Process for RN to enter Smart Set Order
  • Additional bloodwork - not part of the SmartSet

For more information, see the detailed Quick Start Guide

• Open the patient chart from the schedule. Visit type will be 'Endocrine Testing'.
• Open the Consent Navigator from the Storyboard on the left.
• Go to Consent Forms, near the bottom of the tab.
• Select 'Consent Treatment Plan-Procedure'.
• Enter details on the left of the dialogue box that opens:
  • Consent for:
  • Provider performing procedure
  • Name of person giving consent
  • Etc
• Use the signature pad to collect required signatures. Click 'Next' each time to go to the next signature field.
  • Not every signature box requires signing (e.g. "Obtaining Consent from a Non-English Speaking Patient").
  • The fields that have a red stop sign must have a signature.
• When done, click 'Accept' then 'Close'
• Signed consents show up under Chart Review > Media.

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To add orders that are not part of the SmartSet, use "Additional SmartSet Orders":