Rolling Patient History - how to create it

The Rolling Patient History facility enables the ongoing compilation of histories for each patient, whereby each new document for a patient is automatically populated with that patient's history. Users can then append and save more text to the history, which will be used in the patient's next document. Plan Create a rolling patient history, whereby text contained within a set bookmark section is saved to a patient history field, to be populated into future documents: Leverage structured fields to populate the rolling patient history into the document template Use Mirth script to write the updated patient history back to the structured field  Updates to the patient history will happen at each workflow stage via DMS distribution, e.g., Typing, Review, Distribution Updates to the patient history will happen at each workflow stage via DMS distribution, e.g., Typing, Review, Distribution Workflow Set-up a patient custom data for patient History and make it bindable Add History binding to templates First time a document is created for a patient, the typist will need to manually populate the History in the document with the content from another system (assuming rolling history cannot be bulk imported Typist appends/edits History within document When document is completed, the content of the History section is stored in the database against the patient (Mirth will do this) Set-Up & Configuration Mirth work must also be completed. In the Web Admin: Select the site Select Patient Information Select New field In the site's structured fields, create a field for Rolling Patient History. Give the Custom Data a name and a description Choose the yellow highlighted options from the drop down menu. Select to use the RPH as a placeholder In the Template Editor on the desktop application. Place the cursor where you want the Rolling patient history to be inserted into the document. Choose the RPH marker that was set up in the DM Admin Test twice Create a new document with dummy recipients and type in a line of text in the RPH bookmark Create a 2nd new document using the same dummy recipients and ensure that they first piece of text is the text from the previously created test document. When this configuration is first rolled out to the typists, they will need to copy/paste from their legacy system to start the RPH. This will not come through automatically. They may also need to make some formatting changes. NB: Mirth setup is a one and done. Once it is setup, no further tweaking is required when additional services are added.