How to create drop down list in epic smartphrase

Select a range of cells and go to the Formulas tab. Click on Define Name from the ribbon. Set a name (i.e. ID) from the Name section and define a range from the Refers to section. Create a drop down list of order IDs in cell C19 by writing the following formula in the Source. =ID.

How to create drop down list in epic smartphrase. It is possible to export the dot phrases to a text file. I have had this done by the IT department in one health system. My current health system, however, struggles to find the way to perform the same task. I know it can be done, but I do not know exactly how. I have not tried this, but perhaps it would be a matter of exporting to a PDF and ...

Just click on “copy” button on top of their note so a new copied forward note appears—>right click on the smart phrase part of the note—>go to “SmartPhrases” which opens up a drop-down menu —>click on “Create SmartPhrase from Selected Text” drop down menu.

Hi. I want to create a drop down list in excel with a multiplication formula in the same cell. I Mean, I have two Cells A1 and B1. I want to add a drop down list (of Percentage from 1 to 100) in Cell B1 but when I select the value from the Drop Down List in Cell B1 it Multiply the Value in Cell A1 and present the result in the same Cell B1 (Drop down list Cell).A storm is coming for Fortnite. No, not the blue wave that keeps forcing you forward—a legal storm. Earlier this month, a trio of creators sued Fortnite’s publisher, Epic Games, ov...Yes, there is a dot phrase for POD. I'm pretty sure it's .rrdays in my hospital's Epic. I'm not sure if the phrase is the same for everyone, you can try it and see if it works. Prevents a lot of copy forward errors. I don't know of dot phrases that can be used as counters, it would definitely be useful if there was one.Limit the Drop Down Lists. Each drop down list is based on one of the dynamic named ranges, and they follow these rules: In the screen shot below, you can see the Defect Hours drop down. Production Hours has been set at 4 hours, so the Defect Hours drop down only shows the numbers from 1 to 4. There are controls on the Production drop downs too ...In the Target section, select the smartsheet that you wish to have the Dynamic Dropdown in. Then select "Update dropdown choices for the selected column". Add Filters if needed. In the Mapping step, have the column with the desired dropdown options mapped into the the Target destinations dropdown column.In the right-hand panel, locate and click the Developer checkbox and click OK. In Word 2007, choose File > Word Options and then click the Show Developer Tab in the Ribbon checkbox (from the ...workbook. You will need two sheets open, one with the table you would like a drop- down option for and another with the list to be included in the drop-down function. In this tutorial, a drop-down list is being made for call s to the Little Rock Police Department. 1. Highlight the cells of your table where you want the drop-down option.Yes. Advise all users to save their work and then exit the workbook. Then unshare it, apply the data validation and share it again. From a change management perspective, you may want to send a message to all users that they need to save and close the file for maintenance work at a particular time, for example Wednesday at 4 pm.

Initially, we ask that you email your smart phrases to [email protected]. Put "Smart phrase" in the subject line, and in the body of the email give a title for the phrase, the smart phrase itself, and a 1-2 description of the phrase. Include your name and affiliation, and a statement that you own the copyright on the smart phrase so can ...You can see a published example here. The first step is to create the initial drop-down box. This can be a simple text box formatted to your liking or, if you prefer, you can use an image instead. For this drop-down box create one custom state that corresponds to each item in your drop-down list. This will be used to display the selection that ...Click in the Source box and then proceed to type the text or numbers (separated by commas, for a comma-delimited list) that you want in your drop-down list and then click OK: You can also click your mouse on the cells and drag your mouse if you want multiple selections as shown below. Now your drop-down lists have been placed in the cells you ....roslist (full ROS lists) also individual list (e.g. .roscv) .pelist (includes all of the physical lists) also one for each individual system (e.g. .lungexam) Ambulatory Specific pulls in last note use in notes field if dictating.rfvn reason for visit [cc] narrative .rfv chief complaint only .lastlabsmostrecent most recent labsThis option is the easiest method for getting rid of blank values. You would login to epic, click on the "epic" button on the top left, and then click on "my smart phrases" and create it there. To create a drop-down list, start by going to the Data tab on the Ribbon and click the Data Validation button. RESUFAST [***] can show lab value of a ...Click the Manage Auto Text icon. Select the personal dot phrase to edit. Click the Edit button to build a Drop List. Create Drop List. 4. Highlight list of items to be added to the new Drop List. Click. 5. A window displays to add and organize the Drop List items. USE OF SMARTPHRASE WITHIN THE WORKFLOW FOR MANAGING ADULTS WITH TYPE 2 DIABETES AND ESTABLISHED CARDIOVASCULAR (CV) DISEASE What is a SmartPhrase? 1 Click the Epic logo and select Tools 2 Select Management Console and select the SmartPhrase Editor option a. Select the Create tab 3 Choose a unique name and description

These are contained within the Developer ribbon. Click Developer > Insert > Combo Box (Form Control) The mouse pointer will change to a cross. Click and hold the mouse while you draw the location to place the drop-down list. Holding the ALT key while placing the object will also snap the drop-down to the grid.On the right there's a drop down list that have a few useful tabs - like antimicrobial stewardship (culture results etc in one place), and MAR (drug chart but the nurses view, so can manually hold doses, and see what's due at what time). TEP forms need it doing as an order before you can do it as a note. 1. true.To create the drop-down/ list box, you can follow these steps :- Click More Controls on the Insert menu, or press ALT+I, C. Under Insert controls in the Controls task pane, click Drop-Down List Box. Click List Box. Double-click the drop-down list box that you inserted in your form template.Go to the location where you want the list to appear, select all the cells. Range selected to insert a drop-down list. Go to Data (tab) > Data Tools (group) > Data Validation. For Allow select List. Data Validation dialog box. For Source, click on the Source button, and select the range with the prepared list of items.To get it into your note in template format, include this phrase where you want it to be and the note will auto-pull the info and update if you carry the note forward and values change for future visits. @BMIE@. You can also manually type "BMI" into the Insert SmartText box above the note (next to the green plus sign) and it will allow you to ...2/9 (GAD-2/7). It is not possible to include a screenshot because it is a drop-down menu. The same PHQ-2/9 (GAD-2/7) as above will appear. Depression and Anxiety Surveillance Depression and anxiety surveillance is to check in on symptoms in patients with depression or anxiety, based on the problem list, history, elevated previous score, or

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"New". In order to ... WEBHow to Create Smartphrases. Go to the Epic dropdown menu at top left: Chose MySmartPhrases. New User SmartPhrase. Enter the title at the right. Enter text or copy/paste. Title will become a dotphrase for you. How to Share Smartphrases. Select the Epic drop down menu, search for Tools. WEBJan 5, 2021 · This guide will1. Click the Epic dropdown. 2. Click My SmartPhrases. 3. To create a SmartPhrase, click New User SmartPhrase. 4. Under Settings, in the Name field, name your SmartPhrase. To insert your SmartPhrase into a note type .[SmartPhrase name]. Note: Name your SmartPhrase starting with your first, middle, and last initial followed by the type ofEpic SmartPhrases can include text, SmartLinks (links to the chart) and SmartLists (choices). SmartLists can be set up as single-choice only (yellow) or multiple-choice (light blue). SmartLists often have additional SmartLists embedded (see example below).Any epic smartphrase for drain output? I've gotten my templates down pretty good, but one thing i'm missing is being able to automatically input drain output (like from a jp drain) over the past 24 hours. I heard it's been done, but I can't figure it out. I have an LDA smartphrase that documents the drains, but not the drain output. Thanks!!!! 2.

I think it's under the EPIC button (upper left) tools > spell checker > user dictionaries > autocorrect. I use it to type abbreviations and shorthand. For example: med = medication, ty = thank you, w = with, p = PharmD, rx = prescription.. and also drug names like ator = atorvastatin, or even phrases. It saves me a lot of time.Go to 'Smart Phrase Manager' > 'SmartPhrase Lookup' (find SmartPhrase manager by using search tool top right of Epic green bar); Make sure that the box ...COVID-19 High Risk Patient Outreach - SmartPhrase Template Instructions: review questions and routing information and make sure it works for your clinic. Create and share SmartPhrase with your staff in Epic. Start name with clinic initials (e.g. SEHCHIGHRISKOUTREACH). Population Health Outreach for patients with health risks: Purpose: We are ...Create own smartphrase/smartlink with lab values in custom format. I know .RESUFAST [***] can show lab value of a lab in a table form. But is there a way to format the labs results in a way I want. eg. "WBC>HGB/HCT/<MPV" - "11>12/36<400. If someone can help me do this it would be awesome. Thanks a lot. :) This is a sub for prospective, current ...VIR Smartphrase Manager: 1. Go to EPIC drop down menu in left upper corner. 2. Select Smartphrase Manager. This will either be located in the drop down menu itself or under TOOLS in the drop down menu. 3. This box will pop up with your name. 4. In the “User” field, type in the name of the person from whom you will be taking the smart phrase.It's easy to create your own single and multi-select drop-down SmartLists. As long as you follow the coding functionality, you can create Smartlists from scratch or add on to an existing list. Try it Out 1. Open the SmartPhrase Manager workbench. Epic Button Tools SmartPhrase Manager 2. Click New Phrase 3.Assuming you're talking about a widget on a Smartsheet dashboard, you can create a report widget that reflects something close to what you're showing, but the widget won't be interactive. The best you can do there is to let it take you to source report and edit there.Illness HPI form. Use the "Illness" template in Epic. Many do not know about this. When doing charts in the Emergency room or clinic setting, use the illness tab to pre-populate your HPI. I have found that using Epic's custom HPI forms actually take much longer. Way too many clicks and variations.Go to Data -> Data Tools -> Data Validation. In the Data Validation dialogue box, within the settings tab, select 'List' as Validation Criteria. In Source field, select the cells which have the items that you want in the drop down. Click OK. Now, cell C2 has a drop-down list which shows the items names in A2:A6.

1. To edit an already existing SmartPhrase, highlight the phrase, and click Edit. 2. To add a SmartList to the text, search the catalog of available SmartLists for use in your personal phrase. (Ex: type "yes" to search for a yes/no drop list. Select the desired list). 3. Place your curser where you want to place the SmartList and click the ...

Select a range of cells and go to the Formulas tab. Click on Define Name from the ribbon. Set a name (i.e. ID) from the Name section and define a range from the Refers to section. Create a drop down list of order IDs in cell C19 by writing the following formula in the Source. =ID.If you want to watch the video tutorial of this article, here you go: Create Drop-Down List/Menu in Swift. 1. Create a New Swift Projec t. Open Xcode, Select App and click on next and give a proper name to the project and make sure to select the user interface should be Swift, and create the new project. Give the name according to your need.A storm is coming for Fortnite. No, not the blue wave that keeps forcing you forward—a legal storm. Earlier this month, a trio of creators sued Fortnite’s publisher, Epic Games, ov...In a SmartTool-enabled feld, enter a period (.) followed by the SmartPhrase’s name. For example, enter “.me”. As you type, a list of matching SmartPhrases and SmartLinks appears. Use the arrow keys to select the SmartPhrase you want to use and press Spacebar to insert it. Press F2 or use the icons to complete any SmartLists and …2/9 (GAD-2/7). It is not possible to include a screenshot because it is a drop-down menu. The same PHQ-2/9 (GAD-2/7) as above will appear. Depression and Anxiety Surveillance Depression and anxiety surveillance is to check in on symptoms in patients with depression or anxiety, based on the problem list, history, elevated previous score, orPlace your cursor in the document where you want to add the drop down list. Go to the Developer tab and click the Drop-Down List Content Control button. You'll see the control pop into your ...Epic Create a Smartphrase in Epic: Click on red Epic button - Tools - SmartPhrase Manager. Click "New Phrase." Name the new phrase (e.g., .Foundation6MP). Go back to the EMR Foundation webpage. Copy and paste the information you're interested in into the SmartPhrase Editor Content box.Go to the Epic drop down on the left side of the screen. Select tools. Select SmartPhrase manager. Search provider name. Click on one smartphrase and do control A to select all. Copy to my smartphrases. Done! This sounds fun, can't wait until my system finally switches to epic.To quickly create a SmartPhrase: Highlight some text and click the green plus sign at the top of the field. Give it a name and press Accept. Anytime you want to use that phrase or text in a note or message, just type a period and the name of your new SmartPhrase. SmartLinksAs you mentioned, we can create it on PC or Mac devices with data validation feature and then select those options with Excel for iPad. We understand it will be more convenient if users can directly use Excel for iPad to create drop down list. It is suggested you submit the feedback via Excel for iPad Uservoice.

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The four easy steps for creating a Dynamic Chart from a source (data) are: 1. Prepare the data first to which the data in the graph links to. 2. Create a Drop-Down List for the Series Names that are to be plotted. 3. Define Name Ranges for X-axis data series and Y-axis data series which will automatically update as user inputs the start and end ...I'd like to set up an Epic to fill the backlog for a list of projects I'm working on with each project being it's own epic. However, after Clicking on "Create Issue" from the sidebar, I don't see any option to select "Epic" when selecting an issue type. Here are some screenshots from relevant screens showing my problem and configuration:The SmartPhrase Butler appears. Let's take a closer look at the butler. Notice the checkmark toggles to look only at your SmartPhrases, those from the system, or SmartLinks (we'll tackle those in a future post for sure), or some combination. Check out the red box to see the checkboxes to toggle on/off.Choose List from the drop down menu and the following dialog will appear. Choose the appropriate cells - A2:A6 in the above example. When the above Data Validation dialog appears under - Settings - Source click your cursor in the Source. Then simply highlight the cells you require and click OK. The above drop down list is a choice from 2016-2020.Epic is nice because it has templates and smart phrases. You can really smartphrase anything you type multiple times a day. ... modalities, dry needling, treatment note assessments, etc. You can even utilize smart lists inside the phrases to give you a drop down box of clickable fill in answers and use certain designators to auto fill patient ...Here are the steps to create an Excel Drop Down List: Select a cell where you want to create the drop down list. Go to Data -> Data Tools -> Data Validation. In the Data Validation dialogue box, within the Settings tab, select List as the Validation criteria. As soon as you select List, the source field appears.We click on "Form without title" to add a title to the form. The title may have up to one. Next, we click on the Add question option to add a new question to the form. We can add option, text, classification or date questions. To add option questions we write the text of the question and each of the options. Websites (e.g., MD Consult, UpToDate) from ‘Links’ drop down menu; Dot phrases; Search instructions (e.g., colonoscopy) Return to work/school letters. Communication management ‘Preview’ to print; Follow up Follow up interval; Notes to check out coordinators; Copy Chart (in follow up section) Attending to co-sign; Colleagues as FYI with ... Jun 4, 2016 ... ... make it like a check box. An example ... I think he just means a list of smartlinks/smartphrases. ... drop down menu). Some of these autopopulate ... 1. Click on the Epic button in the top left corner. 2. Select "My SmartPhrases" 3. Click "New". In order to view another user's smart phrase, go to "Open," type in the person's name under user, right click on desired smart phrase and select "Share." Title. Microsoft Word - EPIC dot phrases.docx. Created Date. Description. type. Used for all custom property type definitions. Can be either string, integer, number, array or boolean. This field is mandatory and should always be "string" for a drop down list property type definition. Information note. The drop down list effect is achieved by defining the component field to "dropdown", see below. component. ….

.cmed - current medication list.prob - active problem list.diagnote - lists the diagnoses and orders entered.lastlabim - most recent common labs, drop down list.lastlab[hgb:4 - can be adjusted to fit need (this one lists last 4 hg).lastlabv[6m - can be adjusted to fit need (this one lists last 6 months, including rads)To create a SmartPhrase: Follow the path Epic button > Tools > SmartTool Editors > My SmartPhrases. The SmartPhrase list window displays. Click the New button. Name the SmartPhrase: type user initials followed by a descriptive name for the SmartPhrase (ex:CLGSTUDY) In the text box create the template that will be used for the SmartPhrase.2. Click on My Radiation Discussion in the list on the left 3. You can click into any of the available fields and make changes as you see fit. 4. Once you are done making changes to an Auto-Text, click Apply All Exercise 5: Deleting an Auto-Text 1. Say "Manage Auto-Text" 2. Click on My Radiation Discussion in the list on the left 3. Click ...The easy and simple way to design a drop down list is by representing it like a UITableView and some animation. This makes it look really like a dropdownlist. Here is a code I used for creating one . For this first import the < QuartzCore/QuartzCore.h > framework.Click on the "Data" tab in the menu bar. 3. Click on "Data Validation" in the "Data Tools" group. 4. In the "Settings" tab of the "Data Validation" dialog box, select "List" from the "Allow" drop-down list. 5. In the "Source" box, enter the values that you want to appear in the drop-down list, separated by commas.1,233 Posts. I am starting this thread as a spot for provider level NPs to share tips and tricks in using epic. Things like smart phrases, lists, or other things we are doing to make our lives easier as we navigate these often complex charting systems. I want this to be a spot for people to ask questions and hopefully get some answers.Select the cell or cells in which you want to create a drop-down list. Select an option: Enter '@'. From the menu, under the components section, click ' Drop-downs '. Tip: You can also insert preset drop-downs for use cases such as 'Project status' or 'Priority'. At the top, click Insert Drop-down. Click Data Data validation Add rule .Let's see how to create a drop down list in Excel*****If you are really intere... How to create drop down list in epic smartphrase, used with Cerner auto-texts (i.e. dot phrases), enhanced auto-texts with drop-down lists, and macros. Commands can be created to do the following by means of voice: • Insert text • Open a program, document, or web page • Control the microphone • Press any key or combination of keys, For more control, create a smart phrase. In Epic ... You can create your own drop-down lists. In Epic, these are called smart lists. ... various tasks or ..., VIR Smartphrase Manager: 1. Go to EPIC drop down menu in left upper corner. 2. Select Smartphrase Manager. This will either be located in the drop down menu itself or under TOOLS in the drop down menu. 3. This box will pop up with your name. 4. In the “User” field, type in the name of the person from whom you will be taking the smart phrase., A list of retired United States Navy admirals can be found at the official website of the U.S. Navy. The “Leadership” link on the homepage navigation bar opens a drop-down menu whe..., Let's see how to create a drop down list in Excel*****If you are really intere..., 2/9 (GAD-2/7). It is not possible to include a screenshot because it is a drop-down menu. The same PHQ-2/9 (GAD-2/7) as above will appear. Depression and Anxiety Surveillance Depression and anxiety surveillance is to check in on symptoms in patients with depression or anxiety, based on the problem list, history, elevated previous score, or, First, go to the My Forms page and select the form that you want to add the drop-down field to. Then click on Edit Form. You'll see Add Form Element +, click on that. On the Form Elements window, click on Dropdown to add it to your form. After you add the Dropdown to your form, you will see a gear icon, click on that to go to the Properties ., Epic Tips | Chief Residents. Epic Ambulatory Basics + MyChart. Sachin D. Shah, MD. [email protected]. Visits. Pre-visit. Review old notes & labs. Filter the notes you see in Chart Review. Outline your note before going in the room (selective copy/paste), I don't see any reason to do this. If someone wants to look at the lab values, they can just look at the lab values; they don't need to look at your notes for that. Better (and more time-efficient) to just write down your own interpretation of the results and what you did about it without resorting to reverberating the raw values., Let’s get to the crux of the topic, the drop-down creation: Choose a cell where you want to create the drop-down, (1) go to the Data ribbon, (2) Data Validation. Choose the inputs from a list and our source will be the named range we created: This will create a drop-down list in the cell chosen by you: We’re able to display the team names ..., First, select the cells where we want to create the drop-down list filter. Second, click on the Data tab on the ribbon. Third, we need to go to the Data Validation drop-down menu. Fourth, select the Data Validation from the drop-down menu. This will open up the Data Validation dialog box., Please see an explanation of the subscription model here. FPnotebook.com is a rapid access, point-of-care medical reference for primary care and emergency clinicians. Started in 1995, this collection now contains 6407 interlinked topic pages divided into a tree of 31 specialty books and 722 chapters. Content is updated monthly with systematic ..., Share your best epic dot phrases and hacks to make work and charting easier/faster! Some of mine (already auto programmed into my hospital's system, but should be auto programmed most other places too): ".nex" or ".pex" followed by any body system (GI, CV, CNS) will give you a negative or positive physical exam for that body system to ..., Like a multiple-selection list box, a list box displays all of the items in the list by default. Drop-down list box Like any other list, a drop-down list box offers users a list of choices. However, with drop-down list boxes, the list entries are hidden until the user clicks the control. Users can select only one item from a drop-down list., Select the cell that contains the drop-down list, and then in the Ribbon, select Home > Styles > Conditional Formatting. Select New Rule, and then select Format only cells that contain. Click on the Format… button to set the format. Select the Fill tab and select the color (in this case, red). Click OK to return to the New Rule screen and ..., Speak this command. Epic Action. Insert Blood Pressure. Insert blood pressure from the current encounter. Insert Care Team. Insert the care team. Insert Chemistry Results. Insert the most recent chemistry lab results. Insert Chief Complaint., how to create dropdown list. Try using when hover over and area, and then it Triggers a Text box that comes in from above the slide using Fly In animation. Bruce. Hi there Prakash, Here's a past forum discussion on how to create a drop-down menu in Storyline: Drop Down Menu in Storyline (it has a .story file you can use to work from also ..., USE OF SMARTPHRASE WITHIN THE WORKFLOW FOR MANAGING ADULTS WITH TYPE 2 DIABETES AND ESTABLISHED CARDIOVASCULAR (CV) DISEASE What is a SmartPhrase? 1 Click the Epic logo and select Tools 2 Select Management Console and select the SmartPhrase Editor option a. Select the Create tab 3 Choose a unique name and description , How To Setup The Dropdown Control. Select the dropdown control in Power Apps studio. Choose the datasource from the Items menu. 2. Edit the fields. Add at least one field to the dropdown. The first field will show in the dropdown items list. 3. Click on the dropdown control to see the list of items., Using the side-bar to manage filters and lists, you can set create and modify the choices for your drop-down lists. As you can see in the picture, the list "Type" is used in the selected cell, and the three options are visible when you click on the small blue arrow in the cell. The lists you create can be used in all the tabs you create in your ..., New User SmartPhrase. Enter the title at the right. Enter text or copy/paste. Title will become a dotphrase for you. Select the Epic drop down menu, search for Tools. You are then going to select the SmartPhrase . Manager. Enter User name and select go. To steal a SmartPhrase, highlight the desired phrase . and select the share option located ..., It’s easy to create your own single and multi-select drop-down SmartLists. As long as you follow the coding functionality, you can create Smartlists from scratch or add on to an existing list. Try it Out 1. Open the SmartPhrase Manager workbench. Epic Button …, workbook. You will need two sheets open, one with the table you would like a drop- down option for and another with the list to be included in the drop-down function. In this tutorial, a drop-down list is being made for call s to the Little Rock Police Department. 1. Highlight the cells of your table where you want the drop-down option., Library of smartphrases. Welcome to the smartphrases repository. This is meant to be an online library to help medical professionals in an overburdened and overwhelmed system. The goal of this subreddit is for the community to post smartphrases that they have found useful in their day to day charting. Rules:, Insert your XML code into the editor. Do a code check by clicking on the Validate button in the task bar of the editor. Click the Generate Callbacks button which will create the sub's needed in VBA to pass parameters or identify elements on the XML (in the custom tab) - Copy the call backs to notepad., These are contained within the Developer ribbon. Click Developer > Insert > Combo Box (Form Control) The mouse pointer will change to a cross. Click and hold the mouse while you draw the location to place the drop-down list. Holding the ALT key while placing the object will also snap the drop-down to the grid., Here are the steps to create an Excel Drop Down List: Select a cell where you want to create the drop down list. Go to Data -> Data Tools -> Data Validation. In the Data Validation dialogue box, within the Settings tab, select List as the Validation criteria. As soon as you select List, the source field appears., Conclusion: Standardized RRE documentation of six key elements significantly improved with the implementation of an EPIC ™ SmartPhrase. Improved quality of documentation enhances communication between team members and can contribute to safer patient care. Keywords: Hospital Rapid Response Team, Communication, Documentation, Patient Care., Create a drop-down list. You can make a worksheet more efficient by providing drop-down lists. Someone using your worksheet selects an arrow, and then selects an entry in the list. Select the cells that you want to contain the lists. On the ribbon, select DATA and choose Data Validation. In the dialog box, set Allow to List., Creating Drop Down List. To begin with, select the cell or cell range to apply Data Validation. ⏩ I selected the cell range E4:E12. Open the Data tab >> from Data Tools >> select Data Validation. A dialog box will pop up. From the validation criteria select the option you want to use in Allow. ⏩ I selected List., Type in "." and a list of dot phrases will pop up, and if you then hit "?" you'll be able to search through a few and star the ones you like. Reply. anotherep Fellow • 3 yr. ago. Unfortunately the @phrases are build specific, so different institutions will have lists of them. Some tend to be pretty common like @age, but overall they ..., In Chart Review, go to the Encounters tab, select the encounter, and click. From the schedule, simply double-click the visit. In the window that appears, click Create Addendum. Go to the Notes tab in the sidebar, find the note you want to modify, and click. Encounter., Drop Down List Data Validation. My team and I are new to Smartsheet, and after 2 days of using the software, have already found a couple of major road blocks that will likely keep us from using Smartsheet. The biggest is the inability to create a drop down list that uses data validation to pull a list of options from another Sheet.