Every practice is a little different, right down to the way you care for your patients. At the core of patient care is the physical exam, and we want to make sure you have all the flexibility you need in order to examine patients consistently and efficiently.

So, we've given you a few pre-loaded exams to use right off the bat. We’ve also made it possible for you to create your own physical exam templates that fit how your practice operates.

To get to your practice’s physical exams, click ‘Admin’ and then ‘Physical Exams.’

When you land on the physical exam page, you’re able to:

  • Add a new exam

  • View an exam

  • Edit an exam

  • Copy an exam

  • Set an exam’s defaults

  • Delete an exam

Adding a New Exam

Tip: we have a walkthrough for creating a new physical exam template, as well as a guide to the controls within the exam.

To add a new physical exam, click the ‘Add New’ button on the right side of the screen.

Tip: if you’re making an exam template that’s really similar to an existing template (i.e. ‘Purebred Canine Examination’ vs ‘Mixed Breed Canine Examination’) make a copy of the existing one and then edit the copy to suit your needs.

Inside the new exam, you can:

  1. Give your template a name

  2. Add a field

Naming a Template

Naming a template is pretty simple: put a name in the ‘Template Name’ field.

Adding a Field

To add a field, click the ‘Add Field’ button below the template name.

Once you’ve clicked that, you’ll find that adding a field is a bit more involved than naming a template, so let’s dig into it and see what we can do.

To name a field, you’ll need to toggle the ‘Show Controls’ to ‘On’ (with the white circle on the right). Once ‘Show Controls’ is activated, a side bar will pop out from the right side of the screen.

In the sidebar, you’ll be able to:

  • Name the field

  • Add a control (or multiple controls)

  • Save the control

Naming the Field

We’ll start off simple with naming the field you’re making. The field name represents one part of the examination. To name the field, put a name in ‘Field Name.’

Adding a Control

A control is how you measure the specific field in the examination. To add a control, click the button labeled ‘Add Control.’

Note: fields can (and sometimes should) have multiple controls

When this is selected, you’ll see a dropdown populate with the types of controls you can select. There are 6 types of controls (3 text-based, and 3 value-based). They are:

  • Text-based:

  • Value-based

Tip: we have a more robust guide to exam controls if you need more information or would like some suggestions as to what controls work best for certain parts of an examination.

Adding one of the text controls (Input, Text Area, and Text Editor) is fairly straightforward. You’ll only need to select which one best suits this part of the examination.

When you add a value control (Select, Multiselect, Radio), you’ll first need to determine which best suits your need (i.e. if you only want one possible answer or multiple answers). After that, you’ll need to name each value.

Adding Multiple Controls

In many cases, adding multiple controls to a field is a good idea. This allows you to have the option of having options like ‘Normal,’ ‘Abnormal,’ and ‘DNE’ and for a field while also having a notes section for when any further explanation is required.

To add a second control to the field, click the ‘Add Control’ button under ‘Control #1.’ Repeat the process for the second control and for any additional controls you want to add to the field.

After all of the controls have been added, save by clicking ‘Confirm.’

Here’s an example of what a field with multiple controls looks like. Each control is in a colored box that correlates a field in a box of the same color on the template.

Adding More Fields

Most examinations will require more than one field. If you want to add another blank field to the exam, click ‘Add Field’ and repeat the process.

Saving your Exam

When you’re done adding all the fields to your new exam, hit ‘Save’ at the bottom to save it.

Viewing an Exam

To view an exam, click the ‘View’ icon (that looks like an eye) on the right side of the screen under ‘Actions.’

When you view an exam, you’re able to see what the exam will look like when it populates on a patient’s record.

Edit an Exam

To edit an exam, click the ‘Edit’ icon (that looks like a pencil).

This will take you back into the exam template where you’ll be able to edit the title and all of the controls within the exam.

Copy an Exam

If you’re making a new exam that’s similar to an existing exam, copying an exam is a great way to save time. Then, all you’ll need to do is edit the exam to ensure it fits the patient’s needs.

To copy an exam, click the ‘Copy’ icon (that looks like a piece of paper) under ‘Actions’ on the right side of the screen.

From there, you’ll be taken to a new physical exam template with all the values already filled in. In the template, you’ll be able to edit the title and all of the controls within the exam.

Setting an Exam’s Defaults

Another great way to save time while you’re caring for a patient is by setting defaults in your exam templates.

Since (more often than not, anyway) most patients will be generally healthy, it’s a good idea to create exam templates with all values pre-populated as ‘Normal.’ That way, you won’t have to constantly be noting when things are as they should be. This will allow you to concentrate more on noticing and documenting abnormalities.

To set an exam’s defaults, click the ‘Defaults’ icon (shaped like a gear) on the right side of the screen under ‘Actions.’ This will take you to the exam, and you’ll be able to select/input all default values.

When you’re done setting your defaults, hit ‘Save’ at the bottom.

Deleting an Exam

To delete an exam, click the ‘Delete’ icon (shaped like a trash can) on the right side of the screen under ‘Actions.’

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