How to Add/Edit Custom Terms in PsychEase

This article will go over how to use the Terms tool in the PsychEase tool menu to create, edit, and delete custom terms. It will also show how a user can insert a custom term into a note input field.

Adding a new custom term

First, open the Terms tool in the PsychEase tool menu

A new modal will open up. To start creating a new term from scratch, click the "+" icon, adjacent to the "Search Terms" field

Another modal will open and you will be able to set the term description, text, and the term's share settings

The "Description" field will be how you search and quickly identify the content of the term created.
The "Text" field is the actual text/term that will be inserted into a note
The "Share" checkbox, when checked, allows for other clinicians in your practice to search and use the term you created. Otherwise, it will be limited to the term creator's usage.

Once completed, simply click "Save" and the term is ready for use.

Editing a custom term

Start by opening the Terms tool, and searching for the term (remember, the tool searches by the term description field)

When you see the term you wish to edit, click the pencil icon. This will open up an identical modal from when the term was created, allowing you to edit the description, text, and share permissions.

Deleting a custom term

You can not undo this action.

Just like editing a term, open the Terms tool, search for the term and click the trash bin icon to delete the custom term entry.

A modal will show, asking you to confirm the deletion. If confirmed, it will delete the selected term so be certain you have chosen the correct term to delete.

Inserting a custom term

You must have a patient note open.

Simply right-click in a text input field within a note and click "Custom Terms"

A modal will appear, click the dropdown and navigate to the desired term

Select the desired term and click "OK". This will insert the "Text" section of the term into the input field.