Problem Oriented Charting - Subjective/Objective Documentation

The problem oriented charting (POC) "subjective & objective" (S&O) text block is combined with problem-anchored "assessment and plan" (A&P) block(s) to generate a POC inpatient progress note. S&O notes are not part of outpatient POC workflows.

The S&O text block might be started while rounding. It remains available as a "current" note for editing by any member of the clinical team (for the specialty selected in the POC navigator). 
  • When no current S&O block exists (either there has never been an S&O during the current encounter for the specified specialty service or the last S&O block has been locked into a progress note), the S&O navigator section indicates that an S&O block needs to be started.


  • When a S&O block has been started but not yet locked into a progress note, then the S&O navigator section indicates that a block exists and can be edited.


  • The most recent S&O already locked into a progress note is shown for reference in the navigator section.

When a S&O block is first created, a SmartList presents (use F2 to activate) 4 options for setting up the new block:

  1. Blank - Clears the block so that no templated material remains and the user can proceed with a personal SmartPhrase or simple typed or dictated text.
  2. Headings - Sets up the block with standard settings but no other content.
  3. Basic - Sets up the block with additional SmartLists (F2 to cycle through) that facilitate pulling chart information (e.g., vitals) into the block.
  4. Advanced - Sets up the block with all of the Basic features, plus SmartBlocks for rapid entry of pertinent symptoms and signs.
All S&O templates allow further addition of SmartStuff and all support copy-forward of prior block content. The Basic and Advanced templates remind users that POC charting is all about brevity, recording only what is new and important since the last progress documentation.