Staff (Practitioners/Administrators Chart Tab)

Mary Jane -

There are many pre-built charts to select from within the system.

Both Practitioners and Administrators have access to using and viewing practitioner charts.

When you create a chart, the name of the person "Logged in" will appear as the person who created the chart.

Ensure if you have 2 profiles, 1 as an Administrator and 1 as a Practitioner that you are logged in as a Practitioner for charting patients.


Selecting Patient Charts

You must select the charts each Practitioner and/or Administrator will be using for Patients.

  1. Go to Settings>Practitioners or Administrators.
  2. Open the Employee profile and select the "Chart" tab.
  3. If you have created any custom chart templates they will appear at the top of the page under the 'Custom Form Editor' section.

Check the boxes beside Custom Charts.

  1. Continue selecting the check boxes beside the rest of the pre-built charts to activate them in the patients profile then "Save".

Where to view and create Charts in the patients profile

  1. Open the patients profile and select the "Chart" tab.
  2. Click the "+Add" button then select the "Observations" tab.

Charts you selected in the practitioners and administrator profiles will appear as tabs.

TIP: Practitioners should log in using their Practitioner Username and Password to ensure the chart default name appears correctly.

TIP: If you don't see a chart in the patient profile that you want to use make sure you have it checked off under your employee profile "Charts" tab.


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