The Charts section is where medical record templates can be created, edited, duplicated, or discarded.
Any user with the “admin_charts” permission can manage Chart Templates in Admin.
Tip: Duplicate any Template to work from it and create additional Templates fast!
Creating a new template
Follow these steps to create a new Template:
Click “+ New Template” at the top of the Charts Admin page as shown above.
Use the Template Builder to create the Document Name, Type, and add/remove blocks.
Select from the following choices to build the template:
Section Header: Organizes blocks of fields by dividing them within a section
Text: Blank text field for comments like assessments, summaries, or observations
Adding Variables: Variables can be added to the text of a Chart Template by utilizing 2 curly brackets “{{” to insert this variable, as seen below:
When the Chart Template with the variable is used, the Patient’s name will autopopulate into the desired fields.
Variables available are:
{{patient_name}}– Replaced by the patient’s first name{{patient_full_name}}– Replaced by the patient’s full name{{patient_pims_id}}– Replaced by the patient’s PIMS ID{{patient_age}}– Replaced by the patient’s age{{patient_sex}}– Replaced by the patient’s sex{{patient_breed}}– Replaced by the patient’s breed{{patient_species}}– Replaced by the patient’s species{{primary_contact_full_name}}– Replaced by the account’s primary contact’s full name
Table: Rows and columns for concise data entry
Dropdown List: A list of options for users to choose from
File Block: A block to set up default embedded images or attach Plumbs Handouts.
Drawing Block: An area to draw over images such as body maps
Uploaded images must be .png or .jpg
Maximum size: 100 MB
Recommended width: at least 475 pixels for best resolution
You can add a name and description to guide users on how to use the image
Utilize the “Duplicate” button to quickly copy the same type of field and create Templates fast. The section block allows you to make fields:
Required
Editable
Snippet-enabled
Multi-select (for dropdowns)
Default notes can be set to prepopulate on the charting document when opened. This is useful when making visits and condition-specific charting documents to help guide the team on what information should be included.
Description can also be added, which appears as tool tip when hovering over the document field and as gray text within the field, as a helpful reminder about what information to include.
Editing a template
To edit or discard a Template, simply click the 3-dot menu to the left of the Template Name.
Note: Discarding a Template immediately removes the Template and is only available for a short amount of time. This action can not be undone!