Chart View Settings

Last updated
Save as PDF

Updated: 03/26/2024 | Views: 5064

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. Hover over the User icon and click on Practice Settings. The Practice Settings page opens. Click Clinical. Additional setting options expands. Click Chart View. The Chart View page opens.
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. Review the Specialty Chart Mapping table to see how the patient chart displays when enabled. Section(s) of the patient chart that will be hidden when the feature is enabled. Note: The specialty is based on the Practice Specialty selected when completing the practice setup wizard and cannot be changed. Click the toggle on to hide the section(s) for users. A confirmation message displays.
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 the toggle off to display the hidden section(s) for the practice. A confirmation message displays.

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: 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 Immunizations
Acupuncture Alternative Medicine Mental Health Psychologist Social Work, Counselor, Behavioral Health	Sidebar Navigation Immunizations Vitals Labs/Studies Flowsheets Facesheet Vitals Lab/Studies
Dentist Optometry	Sidebar Navigation Immunizations Vitals Flowsheets Facesheet Vitals
Pathology	Sidebar Navigation Vitals Flowsheets Facesheet Vitals
Wound Care	Sidebar Navigation Immunizations Facesheet Vitals
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.

Access Chart View

Enable Chart View

Disable Chart View

Specialty Chart Mapping