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About Chart View

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Chart View is an interactive screen that displays a client’s medical record. Access to a client chart can be restricted through the Block Client Chart form.

When viewing a progress note or modeled form through the chart view, myAvatar restricts the display of data to a certain number of rows. If the number of client records exceeds the number of allowable rows, Previous and Next buttons will appear, allowing you to view additional sets of data rows. Contact your Netsmart representative to make edits to the number of rows viewable in your system at one time.

Prerequisites:

  • The user must be given access to client chart items (User Definition, User Role Definition forms).

Features

The Chart View is divided into two main features:

  • The Overview window of the Chart View allows you to display the widgets of your choice.
    • Client-based widgets can be added from any application in the namespace.
    • See Customize the Chart View for more information.
  • The Forms section appears to the left of the Overview window and allows you to include quick links to the forms of your choice (see Customize Forms below).
    • Click on a form name from the list to view its data in the Overview window.
    • From this window, you have the option to edit and print data.
      • Click Add to launch the actual form.
      • Click Print All to print out the data for all of the episodes shown.
      • Middleware Build 3201 has a new "PDF All" button that will print all forms on the same PDF.

Access a Client Chart

  • Double-click a client in the My Clients view.
    or
  • Right-click a client in the My Clients section, and choose Display Chart.

Customize Forms

  1. Click the icon to display the Client Forms screen.
  2. Click the icon to create a new form group.
    • The Add Form Group pop-up box displays.
    • Enter the from group name and click OK.
  3. Click the icon to add a form to the group.
  4. In the Search Forms field, enter the form name, select the form.
  5. When finished, click Submit. The form group displays in Chart.

Other Options

  • Click the Edit icon to edit the title of the group.
  • Click the Remove Group icon to remove a group of forms.
  • Click the Delete Form icon to remove a form from the group.
  • Click the up arrow to move a form up in the list.
  • Click the down arrow to move a form down in the list.
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