Templates: Chart✓

  • Updated

Chart✓ allows users to set deadlines and track the completion of patient forms to ensure the facility remains compliant at all times. This article provides information creating Chart✓ lists for your programs and locations. 

For information on how to enable Chart✓, click here. For instructions on managing upcoming and past due documentation with Chart✓, click here

Create Chart✓ Templates

Super Admins or users with the Manage Templates, Manage Templates - Consents and Evaluations, or Manage Templates  - Chart Check features can create, edit, and delete Chart✓ templates. These templates allow you to select a set of forms and identify when each form needs to be completed based on hours, days, and conditions (e.g., 4 days after admission).

To create a new template:

  1. Navigate to Templates and open the Chart✓ tab.mceclip1.png
  2. Click New Chart✓ List.
  3. Name the list, select a Location (for users in a master instance), and select a Program. mceclip2.png
    1. Note: You can have only one active List per program and location. If you need to use the same list for multiple programs and/or in multiple locations, use Copy option once the list is created.mceclip5.png
  4. Click Create Chart Check list
  5. Use the Consents and Evaluations sections to choose the forms you'd like to set a deadline for within this program. mceclip3.png
    1. Important: Forms that do not require signatures cannot be added to the Chart✓ list. If you attempt to add a form without signatures, you'll receive the following error messages. mceclip4.png
  6. Once a form is selected, it's automatically added to the Chart✓ Items column.mceclip10.png
  7. For each form, set individual rules for Patient, Staff, and Reviewer signatures for when the form should be completed in the following format: [x] Days [x] Hours After [Event].mceclip11.png
  8. The Event rules are specific to the signature type (e.g., patient options differ from staff). Let's review:
    Patient Staff Reviewer 
    • Admission Date
    • Discharge Date
    • Transfer in UR LOC: Requires LOC selection.
    • Transfer in Clinical LOC: Requires LOC selection.
    • Form Created: Specify which form (e.g., once the waiver is added to the chart). 
    • Form Completed: Specify which form (e.g. once the Consent for Treatment form is signed).
    • Staff Signature
    • Patient Signature
    • Admission Date
    • Discharge Date
    • Transfer in UR LOC: Requires LOC selection.
    • Transfer in Clinical LOC: Requires LOC selection.
    • Form Created: Specify which form (e.g., once the waiver is added to the chart). 
    • Form Completed: Specify which form (e.g. once the Consent for Treatment form is signed).
    • Guardian Signature
    • Guarantor Signature
    • Staff Signature
  9. Use the Update button to save form rules. This is important if you need to add additional forms to the list. mceclip0.png
  10. Use the Not Repeating link to automatically include recurring documentation requirements.mceclip12.png
  11. From the Recurrence Pattern pop-up, schedule the form to repeat at a set interval, on specified days, for a specified number of repetitions until discharge or even after discharge. This feature is great for scheduling weekly progress notes, monthly treatment plan reviews, or alumni follow-up surveys.
    mceclip13.png
  12. Once all conditions are set, enable the list. mceclip14.png
  13. The Chart✓ List will be automatically enabled for all newly admitted patients for the indicated Location and Program. 

Edit/Delete Lists

From the Chart✓ tab, you can modify existing lists, enable/disable lists, or copy an existing list to apply the same template to a different location. mceclip15.png

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