Charting Basics: A Practitioner's Guide

Creating charts in Juvonno is simple. This guide will show you how to start a chart, continue working on it, save your progress, and lock it when you're finished. You'll also learn about helpful features that make charting faster and easier.

When to Use This

Use this guide whenever you need to create, edit, complete, lock, or delete a patient chart.

What You Need

• Practitioner profile in Juvonno
• Your default landing page set to My Dashboard (recommended)

My Dashboard is your central workspace, giving you quick access to:

• Your daily schedule
• Appointment details
• Charts that are in progress or ready to complete

Tip: Learn how to make My Dashboard your default landing page.

Create a Chart

You can start a chart from either of these locations.

Option1: Appointment Details

1. On your Dashboard, find Appointment Details
2. Select Add Chart

Option 2: The Charting Tab

The Charting tab displays all of your charts, including appointments that haven't been charted yet.

Appointments that need a chart are marked Not Started

1. Select the menu beside the appointment

2. Click  New Chart

    

Once a chart has been started, it remains In Progress until you complete or lock it 

Continue a Chart

Need to finish a chart later? No problem. You can continue working on an In Progress chart at any time.

Option 1: Appointment Details

If a chart already exists for the appointment:

1. Open the appointment
2. Select Continue Chart

Option 2: The Charting Tab

1. Locate the In Progress chart
2. Click the menu 
3. Select Continue

4. Once the chart opens, click Continue Chart 

Helpful Charting Features

While charting, you'll have access to several features designed to streamline your workflow. 

Auto-Save

Your work is automatically saved every 2 minutes (V2 chart templates only), so you don't need to worry about saving as you go.

Rich Text Formatting

Format your notes using tools such as:

• Bold
• Italics
• Underline
• Text colour
• Lists

Express Notes

Save time by inserting commonly used text with Express Notes.

Simply select an Express Note or use its shortcut code to add prewritten content to your chart in seconds.

Tip: Learn how to create and use Express Notes

Pain Scale

Record the patient's pain level using the Pain Scale dropdown.

Medical Warnings and Complaints

View or update a patient's Medical Warnings and Complaints directly from the chart.

Complete a Chart

When you've finished documenting: 

1. Select Complete & Close 

Your chart is marked Completed, but you can still edit it later if needed.

Each time a completed chart is edited and completed again, Juvonno automatically creates a new version.

When exporting a chart to PDF, the newest version is selected by default.

Lock a Chart 

Locking a chart prevents any further edits.

To lock a chart:

1. Select Lock Chart

2. Click Complete & Close

    

Once a chart has been locked, it cannot be unlocked.

If additional documentation is needed later, you can create additional Notes without changing the locked chart.

Delete a Chart

Delete an In Progress Chart 

1. Open Chars from My Dashboard 
2. Select the menu 

3. Choose Delete Version in Progress 

    

Delete a Completed Chart

1. Open the menu

2. Select Delete Chart

    

Keep in mind

Deleting a chart permanently removes it and it cannot be restored, even by the Juvonno team.

If you don't see the delete option, your user account may not have permission. Contact your system administrator if you need access.

Chart Statuses 

Understanding chart statuses makes it easier to keep track of your documentation.