Keeping your condition list organized makes documentation faster, cleaner, and easier for staff to use consistently. With the Conditions settings, you can add new conditions as your workflows evolve, rearrange folders and items so dropdowns match your preferred order, and mark sensitive conditions as internal only so they stay visible for nursing reference without appearing in external-facing places.
What this feature helps you do
From the Conditions settings page, you can:
Create a new condition
Move conditions into folders or reorder them within a folder
Reorder entire folders
Mark a condition as Internal Use Only so it is hidden from external outputs
This is especially helpful for condition types that are more sensitive in nature and should only be used internally.
Before you begin
Navigate to:
Settings → Instance Settings → Conditions
On this page, you will see the condition list and the options that appear when creating a new condition.
Create a new condition or folder
To add a new condition or folder:
Select Create new item.
Choose whether you are creating a new condition or a new folder.
Enter the condition or folder name.
If needed, check Internal Use Only.
Click Create.
Your new condition or folder will appear in the list and can then be moved to the correct position.
Example
If you want to create PTSD as a new condition and keep it internal:
Create the condition as PTSD
Check Internal Use Only
Click Create
After it is created, you can drag it into the appropriate folder, such as Behavioral Health.
Reorder conditions and folders
You can reorganize both individual conditions and entire folders using the drag handle.
To move a condition
Find the condition in the list.
Click and hold the six-dot drag handle.
Drag the condition:
into a folder
out of a folder
higher or lower within the same folder
To move a folder
Find the folder you want to reorder.
Click and hold the six-dot drag handle.
Drag the folder to its new position in the list.
Example
If you want Chronic Conditions to appear first in the dropdown, drag that folder above the others until it is in the desired position.
Hide conditions externally
Some conditions may be appropriate for internal nurse reference only. Marking a condition as Internal use only hides it from external-facing outputs while keeping it available internally.
When a condition is marked internal, it will not appear in:
Emergency Exports
Faculty Portal
SIS writebacks
This allows nurses and staff to reference sensitive conditions internally without exposing them in external systems or exports.
Edit an existing condition to make it internal only
To update an existing condition:
Find the condition you want to update.
Click Edit.
Check Internal Use Only.
Click Save Changes.
Once saved, the condition will display an eye icon with a slash to indicate that it is internal only.
Show an internal condition externally again
If you want an internal condition to be visible in external outputs again:
Open the condition from the Conditions settings page.
Click Edit.
Uncheck Internal Use Only.
Click Save Changes.
Important note about Behavioral Health conditions
All Behavioral Health conditions are set to internal by default. That means they will automatically be hidden from:
Emergency Exports
Faculty Portal
Writebacks
If your organization wants a Behavioral Health condition to be shown externally, you can edit that condition and remove the Internal Use Only setting.
If you have any questions, please reach out to [email protected]