Show me around the new charts dashboard

We have updated the Charts section within the specific patient/client chart. Check out the new updates:

Updates:

Clinicians will now see that from the "Charts" navigational panel, we have changed the "Charts" tab to now read as "Entries". 

In this drop-down menu - you will now see "All Entries" which consists of everything that is associated with the specific patient/client (messages, labs, vitals, questionnaires, rating scales, uploads, forms, and notes).

New Filter feature: easily locate items within the patient/client chart

We have added a new filter to easily search for anything within the chart. Here's how to use the new filter feature:

1. Click on the "Filter List" drop-down menu.

2. Choose the date range.

3. Choose the "Type of Info".

4. Select your choices by checking the appropriate boxes.

5. And click "Apply". For example, if you only checked the "Notes" box for the selected dates and applied this, only the notes for your patient/ client will populate the chart.

New "I want to..." button: quick access to all your important documents

Another great addition is the new "I want to..." button! The dropdown menu here opens up to reveal a plethora of your much-needed functions, which can be performed with just one click. You can administer rating scales and questionnaires, compose any type of note, export, send a form, or upload a document!

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