When creating a User SmartPhrase that includes a SmartText, what should a physician do before pulling in the SmartText?

When creating a User SmartPhrase that incorporates a SmartText, it is essential for the physician to click the green plus sign first. This action signifies that the physician is prepared to add content to the SmartPhrase. Clicking the green plus sign brings up the necessary menu options where the physician can select the desired SmartText from the list available.

This method ensures that the SmartText is correctly integrated into the User SmartPhrase, enabling the physician to utilize standard wording or templates effectively. Following this procedure not only streamlines the documentation process but also helps maintain consistency in the notes created.

Other methods, such as inserting the SmartText before clicking the green plus sign or typing the SmartText name directly into the note, would not activate the correct process for linking the SmartText appropriately. Additionally, using the patient's ID to pull in SmartText does not relate to SmartPhrase creation, as SmartText is typically selected based on content relevance rather than patient-specific identifiers.