Triggering Guidelines By Clinical Terms

Guidelines can be triggered as a result of entering certain clinical terms during a consultation, for example, via History - Add or READ Term - Add. The triggered Guideline is then shown in the Guideline tab of the Patient Record, or you can select it from the Select Guideline screen.

For example:

  1. From Consultation Manager, select the patient required in the usual way.
  2. In READ Term - Add, enter either '#C10' or 'dm' and then press Enter on your keyboard.
  3. The History - Add screen displays, change Episode Type and Priority if required and then select OK.
  4. Because 'C10' is a triggering clinical term for the QOF Diabetes Guideline:
    • If you have Active Triggering selected you are asked if you want to view it, select View.
    • If you have Passive triggering selected, a green title line displays at the bottom of the Alerts pane; double click on this line to display the Guideline.
  5. Finally the Guideline displays.
Training Tip - Select the top right square to maximise the screen.

If a patient has a Problem with the same clinical term that triggers a Guideline and the Consultation Setup Options are set to Passive or Active triggering of Guidelines every time you call up this patient, the triggered Guideline displays as a green line minimised at the bottom of the Navigation Pane.

See Which Clinical Terms Trigger a Guideline? and Consultation Manager Setup - Management for details.
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