Chart block editing enables you to seamlessly add file blocks, header sections, and text blocks to your chart documents, ensuring flexibility with diverse workflows and cases, and helps support compliance with regulations like Buoy’s and Lizzie’s Laws by allowing you to add unlimited essential drug handouts to discharge documents.
➕ Adding Chart Blocks
To add a chart block, click on the ‘+ Add’ button at the bottom of the chart document, then select one of the following options:
Upload Files – Allows photos or documents signed during the visit to be uploaded into the chart document.
File Block – Allows Plumb’s drug handouts to be added to the chart document. Will need to add a File Block for each handout that is needed.
Header Section – Allows a new section to be added to the chart document.
Text – Allows a new text box to be added to the chart document.
🫸 Moving Chart Blocks
Blocks will be added to the bottom of the chart document but can be dragged and dropped by using the drag icon to move the block where you would like it to be in the chart document. At this time, any blocks that are a part of the original chart template can not be rearranged.
❌ Deleting Chart Blocks
The 3-dot menu on each added block provides options based on the block type.
File Block
Preview file
Download file
Remove file
Delete Block
Section Header
Edit Block – Allows renaming the section header
Delete Block
Text Block
Delete Block
Please note that you can delete ANY unnecessary text or file blocks from the chart document as long as your admin has not marked that block as Required or Uneditable in the template. Header Sections that are a part of the original chart template can not be edited or deleted.
🏥 rVet Sharing Toggle
The rVet toggle can be accessed via the three-dot menu while a document is in progress.
Once the document is complete, it will remain in the footer, front and center, allowing you to toggle access on or off quickly.
