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Kareo Help Center

Chart View Settings

Updated: 09/21/2021
Views: 991

Eliminate irrelevant information on the patient chart by tailoring the view specific to the practice's specialty. System administrators can enable or disable Chart View customization to automatically hide section(s) of the patient facesheet and sidebar navigation to fit the practice's specialty. The specialty is based on the Practice Specialty selected when completing the practice setup wizard.

Access Chart View

The Chart View setting option is unavailable for these specialties. If necessary, users of the practice can customize the patient chart to their needs.

  1. Hover over the User icon and click on Practice Settings. The Practice Settings page opens.
  2. Click Clinical. Additional setting options expands.
  3. Click Chart View. The Chart View page opens.
  4. Preview what section(s) will be hidden. Review the Specialty Chart Mapping table to see how the patient chart displays when enabled.
    Note: The specialty is based on the Practice Specialty selected when completing the practice setup wizard and cannot be changed.
Platform_ChartView_Access.png

Enable Chart View

Enable chart view customization to automatically hide the sections of the patient facesheet and sidebar navigation for all users in the practice. If desired, users can further customize the patient chart to override the practice's Chart View setting.

  • Click On to hide the section(s) for users. A confirmation message displays.
Platform_ChartView_Enable.png

Disable Chart View

To display all sections of the patient's chart by default, disable the Chart View setting for the practice. Disabling the Chart View settings does not affect user level customizations. Users will continue to see their customized view and can keep tailoring the patient chart to their needs.

  • Click Off to display the hidden section(s) for the practice. A confirmation message displays.
Platform_ChartView_Disable.png


Specialty Chart Mapping

Specialty Default Hidden Sections Chart Preview
The specialty is based on the Practice Specialty selected when completing the practice setup wizard. Review the default hidden sections of the sidebar navigation and facesheet for the specialty.

Icon Legend:
Hidden Icon Section hidden on the chart
Preview how the patient's sidebar navigation and facesheet displays for the specialty when the Chart View setting is enabled.
 
  • Audiology
  • Chiropractic
  • Dermatology
  • Nutritionist
  • Occupational Therapy
  • Pain Medicine
  • Physical Therapy
  • Podiatry
  • Psychiatry & Neurology
  • Speech Language Pathology

Sidebar Navigation
Hidden Icon Immunizations
 

Platform_ChartView_PreviewNoImmunizations.png
  • Acupuncture
  • Alternative Medicine
  • Mental Health
  • Psychologist
  • Social Work, Counselor, Behavioral Health

Sidebar Navigation
Hidden Icon Immunizations
Hidden Icon Vitals
Hidden Icon Labs/Studies
Hidden Icon Flowsheets

Facesheet
Hidden Icon Vitals
Hidden Icon Lab/Studies

Platform_ChartView_PreviewOnlyMed.png
  • Dentist
  • Optometry

Sidebar Navigation
Hidden Icon Immunizations
Hidden Icon Vitals
Hidden Icon Flowsheets

Facesheet
Hidden Icon Vitals

Platform_ChartView_PreviewDentist.png
  • Pathology

Sidebar Navigation
Hidden Icon Vitals
Hidden Icon Flowsheets

Facesheet
Hidden Icon Vitals

Platform_ChartView_PreviewPathology.png
  • Wound Care

Sidebar Navigation
Hidden Icon Immunizations

Facesheet
Hidden Icon Vitals

Platform_ChartView_PreviewWoundCare.png
  • Allergy/Immunology
  • Ambulance
  • Anesthesiology
  • Bariatric Surgery
  • Cardiology
  • Diagnostic Radiology
  • DME
  • Emergency Medicine
  • Endocrinology
  • Family Medicine
  • Gastroenterology
  • Genetics
  • Geriatric
  • Hematology
  • Home Health
  • Hospitalist
  • Infectious Disease
  • Internal Medicine
  • IT Consultant
  • Laboratory
  • Medical Genetics
  • Nephrology
  • Not Classified
  • Nurse Practitioner
  • Nursing Home
  • Obstetrics/Gynecology
  • Oncology
  • Opthalmology
  • Orthopedic
  • Osteopathic Medicine
  • Other
  • Otolarynology
  • Palliative Medicine
  • Pediatrics
  • Physical Med/Rehabiliation
  • Plastic/Reconstruct Surgery
  • Preventive Medicine
  • Pulmonary Disease
  • Radiation Oncology
  • Respiratory Therapist
  • Rheumatology
  • Sleep Medicine
  • Student/Academic Institution
  • Surgery (any)
  • Thoracic Surgery
  • Urgent Care
  • Urology
  • Vascular Surgery
Not applicable. All sections are displayed for these specialties.

By default, the Chart View setting is unavailable for these specialties. If desired, users of the practice can customize the patient chart to their needs.
Platform_ChartView_PreviewAll.png
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