Patient Chart (Advanced Configuration)

Patient Chart

Advanced Configuration

    Add a header to begin generating the table of contents

    Configure Forms Options

      1. Click Settings > System Configurations > expand Summary > click Templates

      • Template: selects the template to include
      • Section: selects where to include the template
      • FillOption: chooses how to fill the template when opened from the selected section (see picture)

    Configure Diagnosis Options

      1. Click Settings > System Configurations > expand Patient > expand ICD9 > click Diagnosis

      • PatientDiagnosis Diagnosis: enter the diagnosis name

       

    Configure CPT Options

    1. Click Settings > System Configurations > expand Patient > expand CPT > click Procedure

    • PatientCPT Procedure: enter the procedure name

     

    Configure Document Folders

    1. Click Settings > System Configurations > expand PatientChart > expand Document > click Folders

    • Folder Name: enter the folder name
    • SortSeq: enter the sequence with which to sort the folders
    • Default: selects the folder in which to save unsorted documents

    Configure Scanned Document Sorting

    1. Click Settings > System Configurations > expand PatientChart > expand Document > click Preset

    • Document Name: enter the name of the document to be sorted
    • Folder: selects the folder in which to save the sorted documents

    Configure Template Sorting

    1. Click Settings > System Configurations > expand PatientChart > expand Document > click Grouping

    Notes:

    The system will search for user specified keys and move templates matching that key to the specified folder. The key must be set between two asterisks (e.g. *key-word*).

    • Key Pattern: some set of letters or numbers
    • Key Word: some word 
    • Key Phrase: some set of words

    • Template Name: enter the key pattern, word or phrase to sort the templates against 
    • Folder: selects the folder in which to save the sorted templates

    Configure Chart Summary Sections

    1. Click Settings > System Configurations > expand Customization > expand Summary > click Sections

    • Section Name: selects the section in which to include in the patient summary
    • Order: enter the sequence with which to sort the folders

    Configure Summary Template Panel

    1. Click Settings > System Configurations > expand PatientChart > expand Summary> click Templates

    • Template: selects the template to include in the patient summary
    • Section: selects the section in which to include the template
    • FillOption: selects the default behavior of the template (see picture)

    Configure Timeline Tabs

    1. Click Settings > System Configurations > expand PatientChart > expand Timeline > click Tabs

    • Name: enter the name of the patient timeline tab
    • SortSeq: enter the sequence with which to sort the folders

    Configure PostNote Options

    1. Click Settings > System Configurations > expand PatientChart > expand PostNote > click Listing

    • Name: enter the name of the PostNote
    • Content: enter the options for each PostNote section