Phrase Library > Create a New Phrase

To create a new phrase:

1.	From the Template Library, select Create Phrase.

2.	Enter the Note Phrase, which is a short word or character the user would type into the note. This field is required prior to saving the phrase. This may be edited at any point but must be unique. The following criteria must be met:

a.	A phrase must be Unique. If the note phrase is already in use or has been used, the following pop-up will display: "Phrase must be unique."

b.	A minimum of three characters must be used, but may not exceed 25 characters.

c.	Phrases may only include alpha/numeric characters with the exception of the special characters listed below, no spacing within phrases. The following special characters may be used: _, @, #, %, &, ()

3.	Enter a Title. Titles do not have to be unique and will allow a maximum of 40 characters. This field is required prior to saving the phrase.

4.	Enter a Description. This step is optional and may be used if more detail is needed to provide additional information about the phrase, or a longer title is needed.

5.	Select the phrase type. The following types are available:

Text: If selected, the Phrase Content will display to enter the text that will display when the phrase is inserted. There is not a character limit, however, if the content consists of multiple paragraphs, it is highly recommended to use a Notes template instead of a text phrase. Text may be pasted into the Phrase Content field, but formatting will not conform to the text that was pasted. If Text is selected, this field is required prior to saving the phrase. Both the text formatting tools and medical spell check are available within the Create Phrase screen. When the phrase type is Text, the formatting tools and medical spell check will display above the Phrase Content field. These tools will work the same as when a user is creating a Note within a patient’s chart. The formatting tools will be limited and the following tools will not be available: Tables, Images, Horizontal Line and Anchor. If a phrase requires one of these tools, for example an Anchor, then the user should create that phrase as a template and attach the template to a Note Phrase.

Template: If selected, the Template Name field will display to allow a search for the needed template. Enter the first character of the template name and a search list will display.Templates that have been deleted will not display in the template search. If a template has been deleted after it has been attached to a phrase, the template will not insert into a Note. Users will receive a notification that the template has been deleted. Select the template that will be inserted when the phrase is entered.

Data Filter: If selected, the Data Filter Name field will display to allow a search for the needed filter. Enter the first character of the filter name and the search list will display. Up to three filters may be selected to display when the phrase is entered. A filter may be removed by individually selecting the X icon or all filters may be cleared by selecting the

Clear All Filters icon. The following filters along with deleted filters will not be available within the search list: Radiology, Assessment, and Hospital Course.

d.	List: If selected, the Options field will display to allow list items/choices to be added or edited. See List Phrase for additional set up information.

6.	Once the phrase is complete, determine if the phrase should remain as a published phrase allowing all users to have access to it, or deselect the Publish option to only allow the phrase to be used or viewed by only the creator and the administrator.

7.	To save the phrase the following options are available:

a.	Selecting Copy to New allows the phrase setup to be copied to a new phrase. See Create a Phrase from an Existing Phrase for additional information.

b.	Selecting Save will save the phrase, but leave the Create Phrase panel open to allow the user to continue creating additional phrases.

c.	Selecting Save and Close will save the phrase and close the Create Phrase panel.

d.	Selecting Cancel will exit the Create Phrase panel without saving the phrase.

NOTE: Copy to New, Save and Save and Close will become enabled when all required fields have been addressed in the Create Phrase panel. The required fields are Note Phrase, Note Title and Phrase Content.

Once a phrase is created and saved, the phrase will automatically save a favorite for the logged in user.