If you’d like to standardize your charting or (better yet) reduce the overall time you spend charting, using the Chart Templates can be super convenient.
To build a chart template, go to the Staff tab, find your profile and choose “Chart Templates.”
This brings you inside Jane’s Chart Builder.
Chart Template Index
The first thing you’ll see inside Jane’s Chart Builder is an index of templates.
The top list, titled “My Templates”, will display templates you have created and saved for your charting, and the lower list, titled “Other Templates”, displays templates that other staff at your clinic have created.
As you build your own templates, they will populate the “My Templates” section. Or you can choose to use any of the templates in the lower list by checking the “Show this template” checkbox on the right-hand side of the chart index.
Building a Template
There are several options when you want to create a chart template, but the first thing is to select the “New Chart Template” button.
Next, you’ll be prompted to use the “Add Item” button or dropdown arrow.
You might notice a drop-down arrow on the right side of this button. This arrow provides quick access to a list of individual charting components you can use if you want to build your own chart template piece by piece from scratch:
If instead you want to build your chart template using previously created chart templates, you’ll want to actually click the “Add Item” button, which prompts this screen to pop up:
At the top of this “Add Item” screen, you can add chart templates from either:
1) Your clinic’s templates under “Templates” or
2) Jane’s Chart Template Library under “Add from Template Library”.
Once you’ve added a template, you can continue to modify it with any of the chart components you see in this window. Add a Body Chart, Check Boxes or any other chart component that meets your individual charting needs.
Edit and Preview Chart Templates
Once you choose from Jane’s “Add Item” screen, you will be brought to a new screen, which is where you’ll get down to the actual business of editing with 3 key functions:
1. “Pencil” icon. Click the “Pencil” icon to open an Edit box specifically to change the Chart Template Name.
2. “Edit” box. Here you are able to edit your chart template.
3. “Preview” area. This takes up most of the screen and provides a real-time preview of what your chart template will end up looking like.
Note: except for the Pencil icon that opens and Edit box to change the Chart Title, you don’t edit anything from Preview area. Clicking anywhere on the Preview area will prompt the Edit box on the right to open, and it is in the Edit box that you make your changes.
Let’s have a closer look at what you can do here:
1. Edit Chart Template Name.
The Chart Template Name is the name/phrase you’ll use to identify and open the chart template that matches how you want to record information on the day that a patient comes in for their appointment. To change that name, find the Pencil icon next to the phrase “New Chart Template” and click.
This will bring up an “Edit Template Name” box over on the right.
Whatever you type in that box will instantly show up in the main preview area.
2. Edit Chart Parts
Click anywhere on your chart preview area.
An “Edit” box will show up on the right side of your screen. Here, you can edit your chart Label (the Label is a name/phrase that will always show up on the top of each section of your chart), choose the best file size for your chart, and even swap out the body chart with any image of your choice.
When you change the chart Label, it’s different from changing the Chart Name. Here, our Chart Name is “Initial Visit Body Chart”, and the chart Label is “Pencil Sketch of Body”:
3. Preview. Preview your changes in real time.
This example is for the Body Chart, but the process holds true for any of the components you want to add to your chart templates. As you build them out, you will add images, check boxes, type words and make your edits from the “Edit” boxes for each Chart Part, and Jane will show you in real time in the Preview area what your chart will look like. Handy!
If you’d like to see a list of all the elements you can use to build your own template, have a look here: Chart Parts for Creating a Chart Template.