How do I use rich text editing when charting my encounters?

You have the ability to incorporate the following rich text formatting options when charting in a patient encounter:
  • Add headers
  • Integrate paragraph styling
  • Bold and italicize text
  • Adjust font size
  • Add bullets and numbering
  • Adjust centering and indentation of bulleted and numbered lists
  • Clear all formatting
  • Quickly click Undo to fix a typing error
Note: Font color and size cannot be edited at this time. These features are currently disabled to ensure that charting information is transferred legibly between providers. Additionally, rich text formatting is not retained when sending referral letters or CCDAs.

Rich text formatting options are available along the top of the S,O, A, and P sections of your encounter, or along the top of the main free-text field when charting a Simple note.


Copying from external sources into Practice Fusion

Please note that when copying and pasting from external sources (i.e. Microsoft Word or Google Docs), most text formatting will not automatically be retained. However, some formatting will be transferred.


Formatting that will transfer:

  • Bullet points

  • Numbering

  • Indents


Formatting that will not transfer:

  • Sizing

  • Bold text

  • Underlined text

  • Italics

  • Tables (Note: The text within a table will transfer)

  • Text color and highlighting
  • Alignment


Add Patient Info Shortcut
You can also utilize the Add patient info drop-down menu within the rich text toolbar to quickly incorporate patient demographic information such age or dob into your encounter.

Charting

  1. How do I search for patients in the EHR?
  2. How do I customize my patient chart view?
  3. How do I complete a chart note?
  4. How do I use rich text editing when charting my encounters?
  5. How do I add ICD-10 diagnoses to a patient chart?
  6. How do I add a medication?
  7. How do I use flowsheets?
  8. How can I preview previous encounters and results while completing an encounter?
  9. How do I print a patient's chart or certain sections of the patient's chart?
  10. How do I print a chart note?
  11. How do I add past medical history (PMH), allergies, medications and diagnoses to an encounter?
  12. How to record and print patient demographics and profile
  13. What information is available in a patient's Timeline?
  14. How to use the growth charts?
  15. How do I merge duplicate charts?
  16. How do I print the care plan?
  17. How do I open an existing patient chart?
  18. Can vitals be added in Metric Units or US Customary Units?
  19. How do I add advanced directives?
  20. How do I add allergies?
  21. How can I edit my signed chart note?
  22. How do I add Family Health History?
  23. What is the difference between a SOAP and Simple note?
  24. What are the Character Limits when Charting?
  25. What are the limits of simultaneous editing?
  26. What are Screenings/Interventions/Assessments?
  27. Where can I learn more about the different components of an encounter?
  28. How do I delete or deactivate a patient?
  29. How to edit information on the Patient Summary?
  30. How can I view Diagnosis comments?
  31. How do I search for inactive patients?
  32. What are Clinical Decision Support (CDS) advisories?
  33. How do I change the date in an encounter?
  34. How do I populate the list of Frequently prescribed medications?
  35. How do I view more information for medications?
  36. Why am I receiving the error "Unable to sign" when trying to sign a chart note?
  37. How do I delete an unsigned encounter?
  38. Who can sign a chart note?
  39. How do you change the 'Seen by' provider in the new encounter?
  40. How do I add a patient?
  41. What information is required to save a patient's chart?
  42. How do I create a patient record number?
  43. How do I edit an existing SOAP or Simple Note?
  44. How do I record "Unknown Family History?"
  45. How do I pull history from one patient visit to the next?
  46. How do I refresh a patient's chart?
  47. How do I start a new note/encounter in Practice Fusion?
  48. How do I export a patient record (clinical document)?
  49. What is the file size of a patient image?
  50. Can I move a Patient Record Number from one chart to another?
  51. How do I view or update a patient's appointment within their chart?
  52. How do I add a custom medication?
  53. How many charts can be open and how do I close them simultaneously?
  54. How do I assign a Care Team?
  55. How do I add vitals to flowsheets?
  56. How do I customize my template line settings?
  57. How do I set my patient list and Timeline default?
  58. How do I attach a document to an encounter?
  59. How do I create and update "My Dx List"?
  60. How do I edit information in the patient chart header?
  61. How do I add custom allergies?
  62. How do I participate in the Prolia Safety Program?
  63. How do I document patient risk score?
  64. How do I document an implantable device?

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