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How to Chart: The Practitioner's Charting Guide

Chris Sztuka
  • Updated

Learn the basics on all things Charting-related.

 

 

Continue_Charting.gif

 

 

Overview

  1. Where can I Chart from?
  2. How to Edit a Chart?
  3. How to Delete a Chart?
  4. Chart Status Details
  5. Additional Notes

 

 

 

where-sm.pngWhere can I Chart from?

Logged in as a Practitioner, you are able to chart from either of the following areas:


Charting from the Charting Tab:

Chart_from_Charting_Tab.jpg


Charting from the Schedule Appointment:

Chart_from_Appointment.jpg

Once a chart is started, it will be stored as In Progress until completed or locked.

 

 

How can I edit a chart?

To edit a chart, open it from the Charting tab (if In Progress):

Continue_Charting.gif

To complete the chart, select 'Complete & Close'.
Once a chart is completed, it can still be edited from the Patient's Profile > Charts tab:


Edit_Chart_Link.jpg

Select Edit Chart or Continue Chart to begin editing.
(Only In Progress or Completed charts can be edited.)

 

TIP: Each edited chart that has been 'Completed' will create a new version.
The most recent version will be defaulted as the 'current' version and will be selected when exporting to PDF.







 

 

 

How can I delete a chart?

Only charts that are In Progress can be deleted as once completed or locked they cannot be cleared. In Progress charts can be deleted from either the charting tab's menu or from the patient profile.


Deleting from the Charting Tab:

Delete_Version_in_Progress_from_Charting_Tab.jpg



Deleting from the Patient Profile > Charts Tab:

Delete_Version_in_Progress_from_Profile.jpg

 

 

Chart Status Details

See below an overview of all possible Chart Statuses:

In Progress


As soon as a new chart as started/edited, it will be autosaved as 'In Progress'.
Completed
Once a user selects 'Complete & Close' on a chart, it will be saved as 'Completed'.
Completed &
In Progress
If a Completed chart has been edited, and has not again been 'Completed', it will be saved In Progress with the new edits. At this point the user can delete these edits to revert back to its previous state, or it can be 'Completed' to set the status that way.
Locked
To secure the chart and prevent any further edits, a chart can be Locked.



 

Additional Notes

 


1) Appointments can only have one Chart attached. If a user completes a chart using an Appointment Date for a patient, another user will not be able to select it to chart with.

2) The autosave function does not work for the Drawing Canvas. The only method to save edits made to the drawing canvas is with the 'Complete & Close' option.

3) Only appointments in arrived and later statuses  that are scheduled with the practitioner will display in their Charting Tab.

4) The 'Copy from Last Chart' function will only work for the same practitioner. It will be based on the most recent chart completed for the same patient and complaint (if complaints are in use).

5) The 'Copy from Last Chart' function does not apply to the Notes tab.

6) If you are using custom charts and edits have been made to the template you cannot copy template data from past chart versions. Going forward with the latest version of the template, will allow the use of this function.

7) The most recent Practitioner to complete a chart will be assigned the author. Any users that make edits to the chart are noted next to their chart date version.

8) The appointment menu's 'Previous Charts' link can be changed to send the user directly to the Patient's Profile > Charts tab instead. This is adjusted in 
Settings > General > Scheduling > Appointment Menu Links > Previous Charts


















 

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