Instant variables are added to letter, message or encounter templates (see Creating letter templates, Creating message templates and Creating or editing encounter templates. They are then applied to your letter, message or encounter when you apply the template, see Creating letters from the patient chart, Using message templates and Using encounter templates.

Instant variables appear as pink bubbles and work in the same way as macros, which allow you to preconfigure text to fill in when prompted. The selections you make populate in your letter, message or encounter. For example, if you have a template named “Fever”, you can have a multiple select instant variable for associated symptoms; when the provider clicks the variable, they can choose from a preset list of symptoms (body aches, chills, cough etc.).

Steps

  1. Click on a pink instant variable bubble. A new window appears showing the configured options. The table below shows the different types of Instant Variables and their corresponding actions.

Type

Description

Multiple select variables

Select items from a list. Search for and select all content you want to add to your letter, message or encounter. As you select, you can see items being added in the background.

Free text variables

Enter text in a text box and click Apply.

Date variables

Select a date from a calendar popup. To return to your letter, message or encounter, click outside the calendar window.

Single select box

Click the red bubble and the configured text populates in your letter, message or encounter. Can be used as an acknowledgement or to populate a full paragraph.

📌 Note: If you don't use an instant variable, it disappears when you sign the letter, message or encounter.

Updated December 1, 2022

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