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 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.

Type

Select if the note will require a single-line of text or a multi-line of text.
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

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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