Personalization Naming Norms
As clinicians tap the power of personalization, they build and share preference lists, Smart Phrases, Order Sets and other automations which can be shared with colleagues. The resulting pick-lists can get long and confusing. Attention to an object naming convention makes it easier to find what one seeks because lists sort in a more sensible way, completion matching works better and searches do not miss desired objects.
If a preference, Smart object or other personalization is specific to an individual, the first letters of the item's name should be the individual's initials (middle initials increase likelihood of being unique). If meant for a group, then a consistent way of indicating the applicable clinical area, context and function is key.
Personalization naming norms are offered to collaborating clinicians: