Flow Sheets

Flow Sheets are used for the entry of data over time, and are frequently used for vitals and other details that are comparable over time. The Flow Sheets page allows you to visualize data using dynamic graphs.

How to See Flow Sheets for an Active Client

  1. With an active client selected, click the Search icon.
  2. Type “Flow” into the search bar.
  3. Click to select Flow Sheet (Client).                                     
  4. The Flow Sheets page opens. Flow sheet option and date range will default to how the flow sheet is set up. If no sheet is found, an alert will be displayed instead.

How to Create a New Flow Sheet Entry

  1. With an active client selected, begin on the Flow Sheets page.
  2. Select the desired Flow Sheet template from the dropdown. Templates are created for specific purposes, like gathering vitals or monitoring pregnancy updates.
  3. Click the New icon in the tool bar. A Flow Sheet Entry screen will open. 
  4. Perform necessary clinical examinations and record results. Check boxes beside present findings, select options from dropdowns, and type text into appropriate fields. For most flow sheets, you can skip fields for examinations you did not perform or information you do not have. In some cases (for example, if height/weight was not obtained during Vitals), you should record a reason for why the information was not entered.
  5. Click the Save button in the tool bar.
    1. You cannot “Sign” a flow sheet. However, you can click the Lock icon to keep others from making edits. CalMHSA recommends doing this when you’re sure you’ve entered all the information correctly. You will not be able to unlock this to make edits after locking this screen. 
  6. Click the Close icon in the tool bar. The newly recorded information will appear in the central section of the Flow Sheets page.                                                                   
  7. You will now see your entry in the Flow Sheet screen. This is dependent on Filters.

How to Visualize Flow Sheet Data

When more than one entry has been made on a flow sheet type, you can view graphs of the data over time.

  1. With an active client selected, begin on the Flow Sheets page.
  2. Click on the Graph tab. The Graph page will open.
  3. Select a data type from the dropdown.
  4. Set a time frame using filters.
  5. Click Apply Filter. The graph of the selected data over time will display.
  6. Note: Data ability to graph is dependent on set up, so not all data will graph.