Creating and Using Input Fields

Creating and Using Input Fields

Introduction to Input Fields


Add input fields to a snippet.  Create customized boilerplate text. 

Creating a snippet in your personal library.


Here is an example of a dot phrase with fill-in fields:

Input fields

Chartnote supports five kinds of input fields, as seen above:  
A – Single Line Input Field: Type in the occupation, who lives at home, or a PHQ9 score.  
B – Dropdown Menu: Assign a few standard options, like “normal”, “decreased”, “independent”, “requires assistance.” 
C – Multi Line Text Area Input Field: Allows for multiple lines of text to appear. The patients current list of providers, their Family History.  
D – Optional Field: This content will always be the same, but does not have to appear every time. You can enable/disable the field in order for the content  be added or ignored.
E – Date/Time Field: Insert the current time and date into your snippet or use the time wizard to calculate a date in the future or past.

First Things First: Create a Snippet

  1. Create a snippet by clicking library in the top menu.
  2. Once you are in My Library page, click Create a Snippet button.
    1. You could also import a snippet from the Chartnote or Community library.

Creating a Single Line Input Field

  1.  Choose the Input button located at the top of the snippet editor. A dialog will appear on the right side that lets you customize some of the field’s properties.
  2. Set your field's properties including the field name.
    1. Field Name:
    2. Naming the field you are using in your snippet allows Chartnote to recognize different fields. If two different input fields of the same type have the same Field Name they are treated as one. Meaning, as you fill out one field, the other will fill with the same text.
    3. Default value:
    4. You can enter a default value that will appear when you expand the snippet. In the example above (see A), the field next to Occupation has the default value of retired. You can always edit the content as needed.
    5. Placeholder:
    6. This attribute specifies a short hint that describes the expected value of the input field (e.g. a sample value or a short description of the expected format). The short hint is displayed in the input field before you enter a value. In the example above (see A), the field next to Lives at home, has a placeholder that reads alone? with spouse? It's supposed to give you a hint on what's expected to be documented in that field.
Single Line Input Field

Creating a Dropdown Menu

  1.  Choose the Dropdown button located at the top of the snippet editor. A dialog will appear on the right side that lets you customize some of the field’s properties.
  2. Set your field's properties including the field name.
    1. Field Name:
    2. Naming the field you are using in your snippet allows Chartnote to recognize different fields. If two different fill-in fields of the same type have the same Field Name they are treated as one. Meaning, as you select an option in one field, the other will fill with the same option.
    3. Options:
    4. You can enter multiple values to chose from that will appear when you expand the dropdown menu. In the example above (see B), the field next to Hearing has the default value of normal. You could instead select decreased  from the dropdown menu.
Dropdown Menu

Creating a Text Area Input Field

  1.  Choose the Text Area button located at the top of the snippet editor. A dialog will appear on the right side that lets you customize some of the field’s properties.
  2. Set your field's properties including the field name.
    1. Field Name:
    2. Naming the field you are using in your snippet allows Chartnote to recognize different fields. If two different input fields of the same type have the same Field Name they are treated as one. Meaning, as you fill out one field, the other will fill with the same text.
    3. Default value:
    4. You can enter a default value that will appear when you expand the snippet. In the example above (see C), the field below Current healthcare providers/suppliers: has no default value. You can always edit the content as needed. In this case the patient might be seeing multiple doctors (i.e., ophthalmologist, gastroenterologist, dermatologists, etc). A bigger, multi-line text area input field make more sense than a smaller single line input field.
    5. Placeholder:
    6. ​This attribute specifies a short hint that describes the expected value of the input field (e.g. a sample value or a short description of the expected format). The short hint is displayed in the input field before you enter a value. In the example below, the field has a placeholder that reads list all the healthcare providers the patient has seen in the last year. It's supposed to give you a hint on what's expected to be documented in that field.
Text Area Input Field

Creating an Optional Field

  1.  Choose the Optional button located at the top of the snippet editor. A dialog will appear on the right side that lets you customize some of the field’s properties.
  2. Set your field's properties including the field label.
    1. Label:
    2. This property specifies a short description of the field. The label is optional and displayed preceding the field. In the example above (see D), the field has no label. In the example below, the label reads ADL not independent. It's supposed to give you a hint on what's the field is about and if you should enable or disable its content.
    3. Include:
    4. You can check the include checkbox if you want the content of the field to be enabled by default (see below). If the include checkbox is not selected, the content will be disabled and will appear in a light gray color (see D above). When you expand your snippet in your note, you can double-click the field to "turn it on or off." In the second image below you can appreciate how the optional field that is disabled or "turned-off" is not included in the final exported text.
Optional Field

Nesting Content in an Optional Field

In the examples above the optional fields contain only plain text. But we can add some complexity to the optional fields by nesting additional fields. In the example below you can appreciate how a single line input field and a dropdown menu are nested into an optional field. 

Nested fields in an optional field

Creating a Date/Time Field

Chartnote allows you to create snippets which expand the current date and time.
  1.  Choose the Date/Time button located at the top of the snippet editor. A dialog will appear on the right side that lets you customize some of the field’s properties.
  2. Set your field's properties including the field format.
    1. Format:
    2. This property will determine the format of the date or time (e.g, DD/MM/YY, YYYY, Jan, January or Time HH:mm). 
    3. Time Wizard:
    4. Make a snippet to show a past or future date or time using the time wizard. This involves selecting Add or Substract from the Math Calc option. In the example below we are subtracting one year from the current date.
Date/Time Field

Delete, Copy and Paste a Field

Deleting a Field
  1. Select the field you want to delete. A dialog will appear on the right side with some of the field’s properties. Click on the trash can icon to delete the field.
Copy-Pasting a Field
  1. Select the field you want to copy. A dialog will appear on the right side with some of the field’s properties. Click on the copy icon to copy the field. This will enable the paste button
  2. Select the position where you want to paste the element and click the paste button.
* The Name field is optional. If two fields have the same name, their value will synchronize when you expand the snippet.
Delete, copy and paste


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