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Add Personal Feedback Report (PFR) to an EMR

There are at least three ways that you can put a copy of a patient's Personal Feedback Report (PFR) into your Electronic Medical Record (EMR). Which of these that you will use will depend on your EMR.

All of these methods start the same way:

  1. Open the patient's eSBIRT record and go to their PFR.
  2. At the top of the record is an Export link. Next to if is a drop down menu of options.

There are a variety of export options from which to choose.

Any of these will generate a file on your computer that can then be uploaded into your EMR.

Method 1 - Add a PDF copy

  1. Select PDF from the menu and click the export link.
  2. A PDF file will be saved on your computer. Rename it as you wish and upload it to the patient's EMR record.

Advantages: High fidelity copy that can be printed for later use.
Disadvantages: Not easily searchable. Multistep process. Care must be taken to not leave PHI on your personal computer.

Method 2 - Add an RTF copy

  1. Select Rich Text Format from the menu and click the export link.
  2. A rich text document file will be saved on your computer. Word opens these by default. Rename it as you wish and upload it to the patient's EMR record.

Advantages: High fidelity copy that can be printed for later use. As a word document it may be more easily searchable
Disadvantages: Searchability will be determined by the specific EMR. Multistep process. Care must be taken to not leave PHI on your personal computer.

Method 3 - Paste into a text entry box (when you don't want to upload a file)

  1. On the web site select the text in the PFR and copy it.
  2. In the EMR go to the text box where you would like this information (e.g., a clinical note) and paste the text. (Note that sometimes the graphs do not get pasted in the correct location. It that is a problem, export the Rich Text Format into Word, select and copy the text in that document and paste it into the text box.)

Advantages: One step cut-and-paste process. No PHI stored on your computer. Searchable to the extent that the EMR searches notes.
Disadvantages: Graphics may be misplaced. Will not print a high fidelity version from the EMR note.

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