How do I create a chart?

There are two ways to create a new patient chart. Both options are illustrated below:

The shortcuts menu 

1. The "Shortcuts" module can be accessed from your homepage, or from the versatile link that appears at the top of your screen on all tabs in your portal. Both have identical functions. 

2. A pop-up appears when the link above is selected. Click on the "Quick Links" dropdown menu and select "Create a chart."

 3. Fill out the required information, which is your patient's first name, last name, date of birth, and branch. Click ''Check for duplicates" to confirm there are no other matching charts in your roster that duplicate the information you just entered. 

Note: If ''Check for duplicates'' is not clicked, you will not be able to create a new chart.

The "Charts" menu

1. Click on "Charts."

2. Next, click "Add a chart" from the File Cabinet>Roster menu. 

3. Fill out the required information, which is their first name, last name, date of birth, and branch, and click on "Check for duplicates." 

4. Add an email address. Note: In Luminello, if you enter an email address and send an invitation before you save a chart, then the same email address can be used by other clinicians. If the email address is added after the chart is saved, other clinicians will receive this error message "The email address you have entered is already in use in one of your other charts." See the workaround for Gmail accounts here

5. Check the "Invite to Luminello" box to send an invite to the portal if you wish to communicate with your patient/ client through Luminello. Your default portal permissions will auto-populate the "Portal Permissions" section.

Your patient/ client will receive an invitation that will look like this embedded link.

6. You can enable or disable any permissions for the patient/client portal. The patient/client will only be able to view those areas to which you have granted them access. 

7. Be sure to click "Save." Or you can click "Save & Create Another Chart" if you'd like to create another patient/client chart. 

NOTE: To create a chart, your default branch information and Tax ID must be completed.

If you have any questions, please contact us.  


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