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SmartOB Prenatal Forms

 

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Many of the fields that are monitored on the SmartOB Prenatal Forms are protocol driven. But the exact times and values may vary from practitioner to practitioner. This is what the Preferences sheet is for. It provides the User with the opportunity to set his/her individual preferences regarding the protocols.

In addition, you can assign a passcode to all the cells. On paper charts, anyone can change any value. With these forms you can protect every cell form unauthorized changes.

On paper charts, anyone can write anything anywhere and you never know who was responsible. With these forms you can log every entry made. See Tracking Log .

The Preferences Sheet is accessed by either the SmartOB menu or the pop-up menu.

The last menu on the menu bar in Excel 2003 is the SmartOB menu. If you then select Preferences, the Preferences Sheet Passcode window will then open (see below). In Excel 2007, the SmartOB menu is found by selecting Add-Ins.

   
Alternatively, Right-Clicking anywhere on any form will bring up the pop-up menu to the left. Selecting Preferences in the bottom of the pop-up window will also open the Preferences Sheet Passcode window below.
   
The Preferences Sheet is password protected. When you first get the forms, the default password is "SmartOB" and is filled in for you. You should change this. Click OK or hit Enter and you will see the screen below.
   
 It is strongly recommended that you change the default password if you are not the only one who accesses these forms. Once you set the Preferences, you will rarely, if ever, have to change them. Selecting Yes here will bring up the screen below.
   
Enter a passcode that you won't forget. You will have to enter it twice to protect from misspellings.
   

This is the Preferences Sheet for Version 2. The Preferences Sheet for Version 3 is below. Read through it thoroughly. Only the central column is available to the User.

Passcode Protecting Cells:
The first row allows you to set a password to protect cells on the forms from changes. This makes the forms extremely medical-legally secure. However, it also means that every time you make a change from the default values, if you retained any, you would be required to supply a passcode.

This sheet should be self-explanatory. If you leave any of the fields empty, no warning will be given at any time for that data; e.g., HCV is empty by default. Therefore, if left empty, no warning will ever be given to remind you to document the HCV.

TRACKING LOG: The option to turn the Tracking Log On or Off is at the bottom of the Preferences Sheet. The Tracking Log is Off by default.

   

This is the Preferences Sheet for Version 3. The instructions below apply to this Preferences Sheet.

The changes to Version 3 from Version 2 include reordering of some of the Preferences as well as some additions. The ability to set the EGA for 2nd RPR, Sterilization Consent, and Screening Ultrasound and thereby turn on and off reminders for these values has been added.

Passcode Protecting Cells:
The first row allows you to set a password to protect cells on the forms from changes. This makes the forms extremely medical-legally secure. However, it also means that every time you make a change from the default values, if you retained any, you would be required to supply a passcode.

TRACKING LOG: The option to turn the Tracking Log On or Off is at the top of the Preferences Sheet. The Tracking Log is Off by default.

   
When you're satisfied that the Preferences sheet represents the protocols that you would like to use, either select Close Preferences from the SmartOB menu or Right-Click anywhere on the sheet and select Close Preferences from the pop-up menu. You will be presented with this window. Selecting Yes closes Preferences and saves your changes. Selecting No closes Preferences and discards your changes. Selecting Cancel returns you to the Preferences sheet.
   

You may also add up to 30 of your own reminders by either selecting User Defined Reminders from the menu bar or by selecting User Defined Reminders from pop-up menu.

If you Right-Click anywhere on any Form you will see a menu similar to the one on the left.

If you then Left-Click on User Defined Reminders, a box similar to the one below will pop up.

User Defined Reminders allow the User to add reminders in addition to the standard reminders already available and set on the Preferences sheet above.  This is useful when a patient requires non-standard recurring tests not available on the Preferences sheet. For example, a patient is known to have pre-existing renal disease and you have decided to perform a 24 hour urine every 4 weeks starting at 20 weeks. Setting a reminder for this is easy with the User Defined Reminders Form. See below for instructions on how to accomplish this example.

   

Following the directions above, access the User Defined Reminders form. To accomplish the above example, select 24-hr Urine, CrCl, T. Prot, Creatinine from the New Reminder drop-down list. Then select q 4 weeks from the Frequency drop-down list. And finally select 20 from the EGA drop-down list and click or select the Add Reminder button. After the patient is 20 weeks gestation, this new reminder will pop up as one of the Reminders and Alerts.

You are not limited to the values in the New Reminder or Frequency Lists. You may type in any Reminder or Frequency you wish. If you no longer need the Reminder, select the Reminder and click the Delete Reminder button.

New for version 3.16 of the SmartOB Prenatal Forms is the menu item User Defined Protocols. This allows the user to create protocols for up to 30 high risk diagnoses by either selecting User Defined Protocols from the menu bar or by selecting User Defined Protocols from pop-up menu.

If you Right-Click anywhere on any Form you will see a menu similar to the one on the left.

If you then Left-Click on User Defined Protocols, a box similar to the one below will pop up.

User Defined Protocols allow the User to add reminders for high risk diagnoses in addition to the standard reminders already available and set on the Preferences sheet (see Changing the Reminder/Warning Settings).  This is useful when the user follows a set protocol requiring non-standard recurring tests not available on the Preferences sheet in the event of certain high risk diagnoses. For example, if the user follows a protocol for the management of SLE, the user can create a User Defined Protocol for SLE containing all the tests that would ordinarily be done for that diagnosis. Creating a protocol for this is easy with the User Defined Protocols Form. See below for instructions on how to accomplish this example. 

Following the directions above, access the User Defined Protocols form. To accomplish the above example, enter Systemic Lupus Erythematosus in the New Protocol Name Field and select Add Protocol.

 

   
To activate any protocol for a patient during their pregnancy, simply follow the directions above to access this form and select Select Protocol. The protocol will then be activated for this patient for the remainder of her pregnancy. The user may also de-select the protocol at any time.

To edit the protocol, select Edit Protocol to bring up the screen below.

   
This is where the user adds or deletes the test reminders associated with the protocol and this form is used the same way as the User Defined Reminders form above.

You are not limited to the values in the New Reminder or Frequency Lists. You may type in any Reminder or Frequency you wish.

*Once you've set up your forms including Headers, you should save them as your template that you will use over and over.
 


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Last modified: 01/04/15