Create a Custom Upload Extended Data Trigger to Update Care Guidelines

You can use a custom template with a custom trigger on a test patient to satisfy a care guideline.

1. Open Template Editor.
2. Open your custom template.
3. Create an upload extended data trigger on the desired field (for example, Button).
4. Set up your new trigger with the correct event (for example, Button Click).
5. For the Parameter field, select the ellipses button.
6. On the Upload Extended Data window, select the following:
   • Type: Demographics
   • Table: order_, Insert radio button.
7. Select values for the following required fields, with your specific order information replacing the actCode, actText, and actTextDisplay fields:
   • actMood = "EVN" (use "ORD" for lab/diagnostic orders)
   • actCode = 12345
   • actText = "Cognitive Impairment Test"
   • actTextDisplay = "Cognitive Impairment Test"
   • actStatus = "completed"
   • completed = 1
   • completedBy = User Name
   • completedDate = Current Date
   • completedTime = Current Time
   • documented_by = User Name
   • encounterDate = Encounter Date
   • encounterID = Encounter ID
   • ordered = 1
   • orderedBy = Current Provider Name
   • orderedbykey = Current Provider ID
   • orderedDate = Current Date
   • orderedTime = Current Time
   Note: You should not have a NULL actClass or actMood for guideline-related orders.
8. Add to this trigger any other fields required for your specific order's documentation (for example, results, diagnosis code or description, and so forth.)
9. Select OK when finished with the trigger values.
10. SelectAdd on the Trigger Info window.
    Note: You can select Update if you are modifying the details.
11. Save the template.
12. Test the trigger on a test patient with the guideline applied to make sure the trigger works and updates the guideline as expected.