Automations

Introduction

Automations allow the user to type a short phrase to bring multiple, pre-filled commands to the current note. 

Key Objectives

• You will learn how to create a personal automation.
• You will learn how to add to an existing automation. 
• You will learn how to use an automation.
• You will learn how to share an automation with other users.
• You will learn how to delete an automation.
• You will learn how to modify an automation.

Video

Tips & Tricks

• We recommend creating a test patient specifically for your automation creation.  This will not only keep a record of the commands you've added to an automation, but allow a safe place to ensure you are not including a specific patient's information into an automation. 
• Creating an automation using the Task command will bring the same assignee into the command each time the automation is used.  This is easily updated before you commit the task command.
• Some commands are not available to include in an automation at this time, these commands include the assess command or the allergy command.  The information collected within these commands is specific to the individual patient and will need to manually entered into the note. 
• Prescribe Command: We recommend leaving the indications and pharmacy fields blank when adding a prescribe command to an automation. 

Frequently Asked Questions

Q: What commands can be added to an automation?

A: Commands that can be added to an automation include the following:

• Reason for Visit
• HPI
• ROS - will load original template only
• Questionnaire - will load original template only
• Vitals
• Physical Exam - will load original template only
• Diagnose
• Structured Assessment - will load original template only
• Plan
• Prescribe
• Lab Order
• Instruct
• Educational Material
• Task
• Goal
• Immunize
• Perform

Step by Step

Creating a Personal Automation

• Begin within a test patient created in Canvas
• Enter the desired command(s) into an empty note
• Complete the command(s)
• Click the triple dot menu to the right
• Select Create or update an automation
  
   
  
  
• Type within the drop-down field the desired title for the automation
• Select Create new automation to commit
  
  
  
  

Adding to an existing Automation

• Begin within a test patient created in Canvas
• Enter the desired command into an empty note
• Click the triple dot to the right once the command is complete or recorded
• Select Create or update an automation
  
   
• Type the name of the existing automation
• Select the existing automation

Using an Automation

• Navigate to the desired patient
• Type the title of the desired automation in an open note  

TIP: The automation will have a lightning bolt symbol.

• Arrow down and click Enter to select the automation 

NOTE: Any previously saved commands within the automation will fill the note. All commands are able to be edited and then recorded within the new note. 

Sharing an Automation

• Navigate to the triple line menu, located on the top left-hand side
• Select Settings
  
  
  
  
• Locate and select Automations under Practice heading within Settings
  
  
  
• Locate desired automation
• Click on the name of the desired automation to open  the Change Automation form
• Select the check box next to Shared
• Select save
  
  

Deleting an Automation

• Navigate to the triple line menu, located on the top left-hand side
• Select Settings
  
  
  
  
• Locate and select Automations under Practice heading within Settings
  
  
  
• Locate desired automation
• Click on the name of the desired automation to open the Change Automation form
• Select Delete and a page requesting confirmation will appear
• Select Yes, I'm sure on the confirmation page 
  
  

NOTE: Do not delete shared automations unless you are positive that all users of that automation are aware and approve of the changes. 

 

Modifying an automation

• Begin within a test patient created in Canvas
• Enter desired automation into an empty note
• Delete the automation in Canvas Admin
• Return to the test patient 
• Refresh the page 
• Make changes as desired to previously entered automation 
• Commit the command
• Click the triple dot to the right once the command is complete or recorded
• Resave the automation under the same name 

Roles

• Provider
• Clinical staff
• Administrative staff