Selecting chart templates lets you tailor which charting forms are available to each practitioner or administrator. This helps ensure users only see the templates relevant to their workflow while keeping charting organized and easy to navigate.
When to Use This
Use this article when:
- When setting up a new practitioner or administrator
- When a staff member needs access to additional chart templates
- When standardizing charting workflows across a clinic
- When updating template access after organizational changes
What You Need
- Chart templates already created in the system (if going with custom charts)
- Staff user profiles set up
Assigning Chart Templates
- Go to Settings
- Under Staff, depending on who you are assigning templates to, select either:
- Practitioners
- Administrators
- Open the relevant user's profile
-
Click the Charts tab
- Select the desired chart templates
- Custom Form Editor Templates: these are charts created by your organization
- Save your changes
Result
The selected chart templates will now be available for the user when creating patient charts.