Be familiar with your EHR software’s specific E/M shortcuts

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Note:  The following article synopsis was NOT provided by HCPro. It was created by Find-A-Code/innoviHealth.

Article Overview

This article is for clinicians, coders, auditors, and practice managers who work with EHR-based E/M documentation. It reviews several common shortcut types used in electronic note creation, discusses why they can affect documentation integrity, and highlights the need to understand vendor-specific workflows and internal review practices.

Why This Topic Matters

EHR shortcuts can speed documentation, but they can also create copy-forward, template-driven, or repetitive notes that complicate auditing and increase the risk of inaccurate documentation. Understanding these features helps practices evaluate note quality and reduce compliance concerns.

Article Sections

  1. Electronic E/M note shortcuts and associated risks

    Introduces the general use of documentation shortcuts in electronic E/M notes and emphasizes the importance of understanding how vendor-specific tools affect completed notes.

  2. Copy or carry forward

    Discusses one common shortcut category used in EHR documentation, including how practices may configure it and why it can affect note review and auditing.

  3. Smart phrases

    Covers another EHR shortcut type that generates reusable text based on typed prompts and the documentation concerns that can arise from repeated language.

  4. All normal

    Describes a workflow in which a prior note is used as a starting point for a later visit and highlights the need to review whether the resulting note matches the current encounter.

What You Will Learn

  • How common EHR shortcuts are used in electronic E/M documentation
  • Why shortcut-driven note creation can create audit and compliance concerns
  • How vendor-specific functionality affects documentation workflows
  • What to review when evaluating shortcut-generated note content

Who Should Read This

  • Physicians
  • Coders
  • Auditors
  • Practice managers
  • EHR administrators

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