Activating Charts - How to Select and Enable Chart Templates

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In addition to custom chart templates you may have created, Juvonno has a library of over 60 multidisciplinary templates to choose from. Follow the steps below to select the chart templates you, the practitioner, and/or administrator wishes to use for charting.

Note In Juvonno, Administrators can complete charts if their User Type settings allow for this option. If you wish to enable or disable this option, go to Settings > User Types, select the User Type you wish to edit and then grant or restrict access to Create Charts.

 

Step 1 - For Admins: Locate in Settings

Navigate to Settings then under Staff select Practitioners (or Administrators)

 

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Then select Open beside the user's profile

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Step 1 - For Practitioners: Open your Profile

While logged in as a Practitioner, click Your Name then select Profile

 

 

Step 2: Open Charts Tab

Go to the Charts tab

 

Note: If you don't have access to this setting, please contact your clinic administrator

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Step 3: Select your charts

Check the boxes beside the charts you wish to enable. Then Apply Changes.

 

Note If you have created custom chart templates, they will appear at the top of the page under the Custom Form Editor Template Section.

 

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Step 4: Save & Exit

Click Save & Exit.

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Conclusion

Now that you have selected and enabled the chart templates for this user, the templates will be available from the Charting tab, from the appointment block on a scheduled appointment or by opening the patient profile and going to the Chart tab.

 

Further reading: How to Begin a New Patient Chart

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