Enable Chart✓ [Settings]

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 enabling Chart✓.

For information on using Chart✓ to manage upcoming and past-due documentation, click here. 

Enable Chart✓

Super Admins can enable Chart✓ in your Instance Settings. 

1. Click on your initials and select Settings.
2. Open the Instance tab.
3. In the Patient options section, check Use Chart Check.
4. Scroll to the end of the page and click Submit.

Enabling Chart✓ automatically adds:

• A Chart✓ Templates tab
• A Chart✓ tab under the patient's Chart Summary to track the form's completion
• A Chart✓ tab under the Dashboard to get an overview of all pending items for all clients

Create Chart✓ Templates

Before you begin using Chart✓, you will need to set up at least one Chart✓ Template. 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. 

Click here for instructions.