Clinical Notes: New Social History macro Copied

Users can add comprehensive social history data documented in Patient Hx > Social History directly to clinical notes using the new #SocialHistory macro.

What’s new

When added to a clinical note template, the #SocialHistory macro automatically populates the most current entries for:

  • Living Environment
  • Working Environment
  • Substance Use (current and historical)
  • Lifestyle
  • International Travel History

Why this matters

This addresses frequent requests for a structured way to document this information in clinical notes and ensures clinical notes reflect the latest patient information at the time of documentation.


To add this macro to your templates, visit the Help site.