How can I assign my charts to my branches?

You can assign your charts to one or multiple branches. This 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 the "Required Info" section, you will see "Branch:". Click on the checkbox(es) for the branch(es) that you would like to assign the chart to. 

3. Once all details are entered, click on ''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(es) for the branch(es) that you would like to assign the chart to.

3. Click on ''Save''. 

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

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