How can I assign charts to a branch?

You can assign different charts to a relevant branch, which can be done for existing charts as well as new charts. Here's how: 

New Charts 

1. From the ''Shortcuts'' menu on the main dashboard, under ''Quick Links'', select ''Create a chart''. You can also click on ''Charts'' under ''My Account'' on the main dashboard and then on ''Add a chart''. 

2. Under "Charts">"Profile">"Demographic Info">"Required Info" section, you will see "Branch*". Click on the checkbox for the branch that you would like to assign the chart to. 

3. Once all details are entered, scroll down and click ''Save''. 

Existing Charts 

1. From the ''Shortcuts'' menu on the main dashboard, search for the patient by entering a name on the ''My Charts'' dropdown menu. Then, on the ''Go to...'' dropdown menu, select ''View profile info''. 

2. Under the "Required Info" section, you will see "Branch*". Click on the checkbox for the branch that you would like to assign the chart to.

3. Click ''Save''. 

That's it! If you have any questions, please contact us.