How do I customize my patient chart view?

We’re excited to introduce the ability to customize the following items in the patient chart:

  • The Summary tab

  • The encounter view

  • Patient List Default

  • Default Timeline view


Customizing the Summary tab


Each user in your practice can display or hide sections based on their individual workflow.


1. Select the Go to… drop-down menu and click Customize the summary...

2. Check the box next to each section you would like displayed on the Summary.

3. Click Done customizing to save your settings.


4. When clicking the Go to… menu, all hidden sections will appear grayed out.

Customizing an encounter

1. Select the Go to… drop-down menu and click Customize your encounter…


2. Check the box next to each section you would like displayed within the encounter.

3. Click Done customizing to save your settings.


4. If you have hidden a section of the encounter that contains data, a notification will prompt you to review that section prior to signing.


Note: All sections of the encounter that contain data show up in the "signed" state regardless of your personal settings.



5. When clicking the Go to… menu, all sections that you have hidden from the encounter will appear grayed out.


Customize Patient list default
Each user can easily set the default tab that loads when  when accessing a patient’s chart from the patient list.


1. Go to your Settings in the top right hand corner of the EHR

2. Locate Patient list default under Charting


3. Choose Summary, Timeline or Profile.


4. Click the orange Done button in the top right hand corner.


Customize Timeline default

Each user can now customize what dropdown selection the Timeline tab defaults to.


1.  Go to your Settings in the top right hand corner of the EHR


2.  Locate the Timeline Default, under Charting



3. Select what drop-down selection you would like to set as the default for the Timeline


4. Click the orange Done button.


FAQs


Q: Will my personalized settings be saved when I log out and back into my account?

A: Yes, your personal settings will apply each time you log into your account on any device.


Q: Can I customize the order in which the sections display on the Summary tab or within an encounter?

A: At this time, you are not able to customize the order in which the sections appear.


Q: Can I customize the order of the tabs or drop downs in the Summary or Timeline tabs?

A: Currently, you cannot customize the order of the tabs or dropdowns in either tab.








Charting

  1. How do I search for patients in the EHR?
  2. How do I add a patient to my EHR?
  3. How do I customize my patient chart view?
  4. How do I complete a chart note?
  5. How do I use rich text editing when charting my encounters?
  6. How do I add ICD-10 diagnoses to a patient chart?
  7. How do I add a medication?
  8. How do I use flowsheets?
  9. How can I preview previous encounters and results while completing an encounter?
  10. How do I print a patient's chart or certain sections of the patient's chart?
  11. How do I print a chart note?
  12. How do I add past medical history (PMH), allergies, medications and diagnoses to an encounter?
  13. How to record and print patient demographics and profile
  14. What information is available in a patient's Timeline?
  15. How to use the growth charts?
  16. How do I merge duplicate charts?
  17. How do I print the plan?
  18. How do I open an existing patient chart?
  19. How do I add and save vitals?
  20. Can vitals be added in Metric Units or US Customary Units?
  21. How do I add advanced directives?
  22. How do I add allergies?
  23. How can I edit my signed chart note?
  24. How do I add Family Health History?
  25. What is the difference between a SOAP and Simple note?
  26. What are the Character Limits when Charting?
  27. What are the limits of simultaneous editing?
  28. What are Screenings/Interventions/Assessments?
  29. Where can I learn more about the different components of an encounter?
  30. How do I delete or deactivate a patient?
  31. How to edit information on the Patient Summary?
  32. How can I view Diagnosis comments?
  33. How do I search for inactive patients?
  34. What are Clinical Decision Support (CDS) advisories?
  35. How do I change the date in an encounter?
  36. How do I populate the list of Frequently prescribed medications?
  37. How do I view more information for medications?
  38. Why am I receiving the error "Unable to sign" when trying to sign a chart note?
  39. How do I delete an unsigned encounter?
  40. Who can sign a chart note?
  41. How do you change the 'Seen by' provider in the new encounter?
  42. How do I add a patient?
  43. What information is required to save a patient's chart?
  44. How do I create a patient record number?
  45. How do I edit an existing SOAP or Simple Note?
  46. How can I create a custom simple note?
  47. How do I record "Unknown Family History?"
  48. How do I pull history from one patient visit to the next?
  49. How do I refresh a patient's chart?
  50. How do I start a new note/encounter in Practice Fusion?
  51. What is the file size of a patient image?
  52. Can I move a Patient Record Number from one chart to another?
  53. How do I view or update a patient's appointment within their chart?
  54. How do I add a custom medication?
  55. How many charts can be open and how do I close them simultaneously?
  56. How do I assign a Care Team?
  57. How do I add vitals to flowsheets?
  58. How do I customize my template line settings?
  59. How do I set my patient list and Timeline default?
  60. How do I attach a document to an encounter?
  61. How to create and update "My Dx List"
  62. Editing information in the patient chart header
  63. How do I add custom allergies?
  64. How do I participate in the Prolia Safety Program?

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