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Saved Values

Save the conditions, allergies, goals, interventions, labs, vitals, and drug therapy problems your team creates so you can reuse them across patients.

Written by Aubree Dorr

When a value you need isn't in a health record dropdown, you can create it and save it for your organization. Saved values appear in the dropdown from then on, so your team can select them for any patient instead of creating them again.

You can save values for:

  • Conditions

  • Allergies

  • Goals

  • Interventions

  • Labs and vitals

  • Drug therapy problems

Medications and immunizations can't be saved at this time.

Save a new value

  1. In the patient's health record, start adding a condition, allergy, goal, intervention, lab, vital, or drug therapy problem.

  2. Type the name of the value. Check the list first to see whether the value already exists.

  3. If it isn't listed, select Create "[your value]" from the dropdown.

  4. In the Save this value window, confirm the Name.

  5. Enter a code if you have one. The code type depends on what you're adding, such as SNOMED CT for conditions or LOINC for vitals. This field is optional.

  6. Select Save to your values.

  7. Click Save & use.

The value is added to the patient's record and joins the dropdown for your organization.

📌 To use a value for one patient without adding it to your organization's list, clear Save to your values before you click Save & use.

Use a saved value

Open the same dropdown on any patient's health record. Your organization's saved values appear under Your values.

Manage saved values

Go to Organization Settings and select Saved Values under Operations.

The page lists each value with its name, category, code system, and code. Use Filter by Category to narrow the list.

To edit or delete a value, click the ... menu on its row.

📌 Editing or deleting a saved value doesn't change patient records that already use it. Those records keep the value as it was saved.

Tips for your team

  • Search the existing list before creating a value. Selecting a listed value keeps your records consistent across patients.

  • Save values you expect to use again. Details specific to one patient, such as a target date, belong in that patient's notes.

  • Add a code when you have one.

Questions?

Chat with DocStation Support anytime if you have questions about saved values.

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