Instead of selecting an item from a pre-built pick list, the Assessment field presents an opportunity to utilize a "location pick list". This list works by giving you choices in the Quick Access when you click inside the Assessment field. The choices shown in Quick Access will be dependent on the chief complaint entered, as well as the items you have used previously in the Assessment field and items in this patient's Active Problems list from the Summary.

In this example, with (1) hypertension entered as a chief complaint, (2) many hypertension-related diagnoses will appear in our assessment field location pick list. To choose one of these options, simply double-click on the assessment in SMARText Quick Access and it will insert into the assessment field of the active SOAPnote.

To use the F11 Pick List:

1. Click in the Assessment field, type a keyword and press F11 to search local items (or Shift+F11, which searches online as well as local items to return more choices).

2. This presents a pop-up pick list below the keyword.

You can scroll up and down on the list and double-click any item to select it and insert it into the field.

It is also possible to search by ICD-9 code if it is known. To narrow search results, type a word in the "Find" box at the bottom and hit enter or click the magnifying glass. This will filter the search by the word you typed, returning fewer choices.

When selecting a SMARText Assessment item, SOAPware will also insert the ICD code as well as several behind the scenes codes, making reporting and searching data much easier.