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Using a Calculator in Clinical Notes
Using a Calculator in Clinical Notes
Updated over a year ago

Clinical Notes allow you to add a configurable Calculator component. Some examples of using this component include defining NDIS budgets on service agreements, constructing a table of rates and calculating a client's Body Mass Index (BMI).

Included at the bottom of this article are samples of an NDIS budget intended for service agreements and a BMI calculator. Note that you will need to customise and edit the values for your profession.

Begin by adding the component to your Clinical Notes Template using the Add To Notes button at the top.

How to configure a calculator component on a clinical note template

Label your calculator to make it easy to identify.


Configuring Columns

The first step is to add a Column using the ADD button.

Use the type dropdown to decide what data is presented in this column. The first column is named A, and subsequent columns you add are given a new letter alphabetically. Once you have selected the Type of column, you configure a column using the cog button or select the Configured per row option if you want to use custom settings on each row.

The different Column data types are:

Element

Calculatable

Label

N

Number

Y

Drop Down

Y

Calculation

Y

Label

Use the Label option for guiding someone through your calculator. You can leave the column header label blank and customise the entry on each row.

Number

Define the minimum and maximum, how many decimal places are required, and add a prefix or a suffix.

Drop Down

The drop-down option is great for having a text-based selection tied to a value.

Calculation

The engine of the Calculator. Use + - * and / to create a formula for your calculation element, and then use totals at the bottom of the template to perform complex calculations.


Configuring Rows

Once you have added at least one column, you can add a Row below your column list.
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Each row is given a number that you can use to reference a specific cell in a calculation, e.g., A1, B1, C1. You can prefill the form here by editing individual values in any label, number or dropdown row. If you have selected Configured per row on any columns, you will see a cog next to each section you can configure.



Totals

In the Totals section, you will find a preset calculation for a Grand Total (every value figure added together) and column totals. If you don't want these to display, untick the Display box.

Use the Add button to create your own calculations.


Example Templates

Included at the bottom of this article are samples of an NDIS budget intended for service agreements and a BMI calculator.

Did you know you can insert these examples into your Clinical Note templates without starting from scratch? Hover over an element in your existing template and use the plus icon to add another template directly below.

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