How to Create Chart Note Templates and Use Auto-Phrases when Charting

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Save time charting with Auto-Phrases. Your most commonly used phrases for prescriptions, diagnoses, and more will automatically populate directly into your charts with one click. This article will teach you how to set up Auto-Phrases and apply them when charting.


*Important: If you do not have access to this setting, please contact your system administrator

Step-by-Step Instructions

Step 1

While logged into Juvonno, click on Your Name located in the top right-hand corner of your screen, then select Profile from the drop-down menu.

Step 2

Select Chart Notes 



Step 3

To create a new chart note select New Note Template.


Step 4

Fill in the Description, Code, and select a Type from the dropdown menu

Note: If you have created Chart Note Categories, you'll also be able to select a Category.

Learn How to Create Chart Note Categories


Learn more about what each field represents



Enter a name/label for the note for reference


Enter a short code (8 characters max) to represent this note. While charting, this code can be entered with CTRL + Space entered after to replace the code with the complete note itself.


Select if the note will require a single-line of text or a multi-line of text.
Enter the full note here. Formatting such as spacing will also be included when using the template


Step 5

Enter your chart note in the Comment section then press Save


How to Use Chart Note Templates and Auto-Phrases when Charting

The templates icon is available from the menu that appears once you start charting and are in a text field.

There are 2 ways to use your pre-made Chart Note Templates

Option 1

To select a chart note template while in a chart, select the button then choose the appropriate Note Code from the drop-down menu.


Option 2

You can use the Auto-Phrase by writing out the code itself and use CTRL + Space to have the note autofill the charting field


Both options will populate your Chart Note Template into the text field you are editing



Chart Note Categories


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