Episode 86: Make Your Charting Flowy and Effortless

Spotify | Google | Apple

Does patient charting feel like the bane of your existence? It doesn’t have to feel that way. In this episode, Dr. Salyer will tell you how it’s done. She shares a game-changing tool, TextExpander, that allows you to create personalized shortcuts for your charting needs. By using this app, you can streamline your communication, ensure consistency, and save valuable time. Dr. Salyer walks you through her pre-charting routine, during which she copies and pastes relevant information from patient forms and pre-populates recurring items. She also shares her approach to creating concise and actionable visit summaries, making it easy for patients to understand their next steps. With Dr. Salyer’s tips and techniques, you’ll learn how to optimize your charting process, improve patient experience, and reclaim your time.

About The Catalyst Host, Dr. Lara Salyer:

I worked as a family physician for 15 years until burnout changed the trajectory of my career. I realized I wanted to start a holistic functional medicine practice in my rural hometown and made it happen. In addition to practicing functional medicine, I now mentor practitioners who are looking to change their paths in healthcare by using what I refer to as the “Catalyst Roadmap”. I share each step of this framework with listeners so that they may apply it to their careers, relationships, personal goals, and projects.

In This Episode I'm Talking About:

My game-changing tool called TextExpander allows you to create personalized shortcuts for your charting needs
How you can streamline your communication, ensure consistency, and save valuable time
My approach to creating concise and actionable visit summaries, making it easy for patients to understand their next steps

Quotes:

“What we want to concentrate on is making your charting effective and easy, but also applicable for the patient on the other end, making it predictable so you have your own system, making it easy to retrieve information so that you know where to look.” (3:43 | Dr. Lara)
What I’m working on is your efficiency as a practitioner to get your own nomenclature figured out with your charting and your snippets, your dot phrases, your chart parts. There’s so many names for those little tiny building blocks to create a chart.” (04:22 | Dr. Lara)
“So in addition to making your communication efficient and your charting efficient, text expanders allow you to be consistent, which is even more important.” (16:27 | Dr. Lara)
“Do a little bit of time enlarging your text expander repertoire, making a naming system that works with your brain, and start playing, start using it. And you’ll be surprised how easy it is to get your pre-charting done so that when the patient’s in front of you, and for those that don’t know, my first initial visit is one hour and my follow-ups are a half an hour. And I’m never late, like ever. I don’t go over. I am always on time, and it’s because I’m ready. And when the patients start talking, I know where to put it in the chart.” (25:53 | Dr. Lara)