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 

 

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Step 3

To create a new chart note select New Note Template.

 

Step 4

Fill in the Description, Code, and select a Rich Text under 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

 

Description

Enter a name/label for the note for reference

Code


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.

Comment
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

While in Notes, you can select your template from the Chart Notes dropdown menu

 

Or, to select a chart note template while Observations, 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

 

 

Further Reading: How to Create Chart Note Categories

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