Plan Narrative

Plan Narrative encounter section is available to document a plan narrative regarding the visit within an encounter.

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Add a Plan Narrative - Free Text

Plan narrative encounter section utilizes a free text box configuration functionality out of the box. Click anywhere on the Plan Narrative encounter section title bar to expand open the section. 84b0e587acdd23c44b3aed02cf10f196

Add a Plan Narrative - Flowsheet

The plan narrative encounter section can instead point to a specific flowsheet configured in the system. A configured flowsheet named Plan Narrative in the flowsheet editor will display in the encounter Plan Narrative section if desired. Using a Plan Narrative flowsheet allows your system to capture unique or custom information for your practice to document in an encounter within the Plan Narrative encounter section.

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To utilize a flowsheet method in Plan Narrative, a flowsheet named Plan Narrative must exist with contents.

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Macros

If utilizing a Plan Narrative flowsheet, library macros offered in the Plan Narrative encounter section are a way to quickly insert predefined text with minimal user input depending on what library your encounter is set to or the Plan Narrative section library that is set to.

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For additional information on configuring and utilizing macros that can be utilized within the Plan Narrative encounter section, please see separate guide Macros and/or Libraries.

Chief Complaint Protocol

The Plan Narrative encounter section can also change to reflect specific questions/fields/contents to prompt a clinician to document, being related to a chief complaint protocol selected within the chief complaint encounter area.

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For additional information on configuring and utilizing Chief Complaint protocols that can be utilized within the Plan Narrative encounter section, please see separate guide Encounter Protocols.

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Published: November 6, 2025