Resource Center


Configuring Health Vitals

You can customize the health vitals that need to appear on the Patient chart by following the steps given below.

  1. Go to the 'Settings > Encounter' section and click on the 'Vitals' option.
    Vitals Option
  2. Select the vitals you would like to add to the Patient's vital list and click on the 'Save' button.
    Vital Settings
  3. Enable the 'Include Vitals as part of chat note' option under the 'Settings > Encounter > Preferences' section to include the configured vitals in the Chart note.
    Encounter Preferences

Configuring Custom Vitals

You can add new Custom Vitals according to your Specialty. For example, as a Gynecologist, you may need to include 'LMP' as one of the Custom Vital. To configure Custom Vitals, you can follow the steps given below.

  1. Go to Settings > Encounter and click on the 'Vitals' section.
  2. Click on the '+ New Vital' button under the Custom Vitals section.
    Custom Vital
  3. Type the name of the Custom Vital that you would like to create, select the type, mention its unit, and click on the 'Add' button to add the Custom Vital.
    Add New Custom Vital

Add Provider Signature

You can add the Provider Signature in Charm that gets included in Rx, Lab Order, Image Order, Patient Summary, and Chart Note. For adding the signature, follow the steps given below.

  1. Go to Settings > Encounter and click on the 'Signature' option.
    Provider Signature
  2. You can draw the signature on a Signature Pad, or you can upload a picture of your signature from your computer.
    Provider Signature Pad
  3. Select the options where you need to include your signature.
    Signature Option

Charting Preferences

You can modify the Encounter Preferences in Charm that need to be applied for the Chart Note(s) you create.

  1. Go to Setting > Encounter and click on the 'Preferences' option.
    Chart Preferences
  2. You can configure the following settings.
    • Enable or disable the unlock option for the signed chart note
    • Copy the weight and height of the previous chart note while creating a new chart note.
    • Copy the vitals recorded under the 'Patient > Vitals' section to the chart note
    • Whether to include Lab Results in the signed chart note
    • Whether to include vitals as part of the chart note
    • Whether to send Encounter details to the Patients by Text once the chart note is signed
    • Auto-compute 'Dispense #' for Supplements in the chart note
    • Append template content to chart note at the Start or End
    • Whether to show 'Condition Related To' field in Chief Complaint section
    • Enable Opioid Risk Tool (ORT) questionnaire and score in the chart note
    • Choose the Display format for multi-select options in Chart Note
  3. Click on the 'Save' button to save the changes.
    Save Chart Preferences

Default Chart Note/SOAP Sections

You can select the default charting types required for the Provider and choose the default Chart Note when you open up a new Consultation note. You can also choose the SOAP sections to be available within the Chart Note.
Default Chart Note

Configuring Co-Signer for Chart Note

When you need the Chart to be co-signed by a supervising Provider, you can configure them from the 'Auto Assign Co-Signer' section.
Auto Assign Co-Signer Settings

  • Click on the '+Co-Signer' button.
  • Choose the 'Provider' whose Chart Note needs to be co-signed.
  • Assign the 'Co-Signer'.
  • Click on the 'Save' button to save the setting.
    Add Co-Signer to Provider

On configuring this setting, the Co-signer will be auto-assigned to all the chart notes signed by the Provider.

Once the co-signer gets assigned, the supervising Provider can co-sign the Chart Note signed by the configured Providers from the 'Chart Notes' section with the Chart status as 'To be Co-Signed'.

Configuring Visit Summary Sections

  1. Once the visit gets completed, the Visit Summary gets shared with the Patients.
  2. You can configure whether all the sections of the Chart Note (viz., Rx, Supplements, Instructions, etc.) or some specific sections to be shared with the Patients.
  3. Practice Administrators can configure this setting from the 'Settings > Encounter > Visit Summary' section. The selected sections will be included in the Visit Summary shared with the Patients and in the printout of 'Patient Summary'.
    Configure Visit Summary Sections

Diagnosis Code Type

You can select the type of diagnosis code that you would like to use within the Chart Note from the 'Settings > Encounter > Preferences' section. You can choose the supported formats, viz., SNOMED and ICD10.
Diagnosis Code Type

Custom Drug Search

You can control whether to list the custom drugs added to the system in the Prescription search view or not.
Enable Custom Drug Search

Customize Patient Portal (PHR) Modules

You can control the data that gets shared to the Patient Portal (PHR). The Practice Administrator can turn on/off the modules to be shown in the PHR account. To do this, go to the 'Settings > PHR settings > Preferences' section.
PHR Preferences

Uncheck the modules not used in your Practice and click on the 'Save' button.
Choose PHR Modules