In case of scheduled appointments, you can create an encounter using the following steps:
How do I use templates for chart notes?
Charm supports a template-driven approach for creating Chart Notes. You can create various Templates that will help you speed up routine data entry during the Consultation.
For example, you can create Templates for SOAP consultation, Prescriptions, Diagnosis, Lab orders, Vaccination, Referral Reports, etc. Members with the necessary role privilege can create templates in the Settings > Templates section. The detailed steps to create templates are available in this link.
Can the nursing staff enter the health vitals of a patient without starting an encounter?
Yes, the nursing staff can enter the health vitals from the 'Patient Dashboard > itals' Section. The vitals data the staff enters is automatically pulled inside the chart note when the physician starts an encounter.
To enable this feature, go to 'Settings > Encounter > Preferences', and click 'Yes' for 'Copy the vitals recorded under Patient > Vitals section to chart note'.
Does Charm allow exporting the complete medical history of a Patient?
Yes, go to Patient Dashboard > Dashboard > Face sheet and export the Patient face sheet. It exports the Patient's complete medical history. You can also export Patient encounters individually or in bulk.
There are a few referral templates under the 'Charm Template Library.' You can import and change them as well. Once you have created the template, you can use it to generate a 'Referral Report' for an encounter from the 'Patient Dashboard > Encounters > All' section.
Does Charm allow generating a CDC growth chart with reference percentiles?
Yes, ensure you have enabled the Growth Chart feature under Settings > Encounter > Vitals section. Then, you can generate a CDC growth chart using the steps below:
Alternatively, you can access the Growth Chart from the Encounter section.
Is it possible to do markings on medical images?
Yes, you can do markings on the medical images and store them as part of the chart note. This feature is available as part of SOAP or Comprehensive encounters.
I consult Patients with chronic diseases. Most of the time, the chart is the same as the previous visit with minor modifications. What shall I do?
You can use the 'Repeat' feature available in the Encounter section of SOAP and Comprehensive chart notes. It copies the entire data available on the previous chart note. You can modify them based on your requirement. Additionally, you can repeat individual Chart Note sections like Prescriptions, Diagnosis, Labs, etc., using the 'Past RX', 'Past Dx', and 'Past Labs' options available in each section.
Alternatively, you can subscribe to our Chart Note Recommendation feature to speed up filling Chart Notes by:
Ensure that you enable the 'Unlock' option in the 'Settings > Encounters > Preferences' section for signed encounters. Then follow the steps below:
Similarly, you can perform the same steps in the Chart Notes section.
Can a Nurse sign (finish) a Chart Note?
No, the nurse can start a chart note on behalf of a physician. But, they cannot sign the chart note. Only the physician whose name is on the chart note is authorized to sign it.
Can a Nurse view/edit the unsigned Chart Note?
Yes, the nurse can view the unsigned chart notes from the 'Home > Chart Notes' section. If authorized, they can edit the chart note sections they are working in.
Can one Practice Member access/modify/finish another Practice Member’s unfinished chart notes?
Yes, you can do this from the 'Home > Chart Notes' section. If you would like another Physician to sign the Chart Note, you can do so using the 'File for Review' feature. The detailed steps are available at this link.
Can I upload a file over 10 MB? Is there a limit on the file upload size?
The size limit for the Document Section is 40 MB per document. There is no restriction on the number of documents you can upload.
I have a supervisor who wants to review the chart note before signing. Is this possible?
Yes, you can enable the 'Co-Sign' or 'File for Review' feature for allowing other Practice Members to sign your Chart Note. The 'Co-Sign' feature requires both you and the other Member to sign. You can file the Chart Note for co-signing from the 'Patient Dashboard > Encounters' section using the 'To be Co-Signed' option.
Additionally, you can also auto-assign co-signers under the Settings > Encounter > Preferences > Auto Assign Co-Signer' section.
The 'File for Review' option requires only the other Member to sign the chart note. Go to the 'Patient Dashboard > Encounters > Unsigned' section. Click on the 'More Option' icon (3 dots) and choose 'File for Review'.
Is there a way to retrieve Previous versions of chart notes?
Chart notes will be auto-saved for every minute when there is a change in data. You can retrieve this saved data of chart notes by following the below steps.
How to share encounter notes with the Patient?
Once you sign the Chart Note it gets auto-updated in the Patient's PHR account. If the Patient doesn't have a Charm PHR account you can send it to them via SMS.
Note: You can share clinical summaries through text only if your Practice has enabled the 'Text/Voice Notifications' add-on in Charm.
What sections of the chart note does the visit summary share?
Please configure the 'Settings > Encounters > Visit Summary' section to share with the Patients. Members with the necessary role privilege can enable or disable it.
Note: If you enable the 'Unlock' option in the 'Settings > Encounters > Preferences' section, you can view the Unlock button. You can request your Practice Admin to enable it for the Practice.
Once configured, the Encounter displays the available stock quantity of Drugs & Supplements.