Chart block editing allows you to seamlessly add file blocks, header sections, and text blocks to your chart documents. This provides:
Flexibility for diverse workflows and patient cases.
Regulatory compliance support, such as with Buoy’s and Lizzie’s Laws, by enabling unlimited drug handouts to be included in discharge documents.
Adding Chart Blocks
To add a chart block:
Click the “+ Add” button at the bottom of the chart document.
Select one of the following options:
Upload Files – Upload photos or documents collected or signed during the visit into the chart document.
File Block – Add Plumb’s drug handouts to the chart document. A separate File Block must be added for each handout.
Header Section – Insert a new section header in the chart document.
Text – Add a new text box for notes or other content.
Moving Chart Blocks
Newly added blocks are placed at the bottom of the chart document by default.
Use the drag icon to move the block to your desired position within the chart document.
Note: Blocks that are part of the original chart template cannot be rearranged at this time.
Deleting Chart Blocks
Each added block in a chart document has a three-dot menu with options that vary by 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:
You can delete any unnecessary text or file blocks from a chart document, provided your admin has not marked the block as Required or Uneditable in the template.
Header Sections that are part of the original chart template cannot be edited or deleted.
rVet Sharing Toggle
The rVet toggle can be accessed from the three-dot menu while a document is in progress.
Once a document is complete, the rVet toggle remains prominently in the footer of the document, making it easy to quickly turn access on or off for the referring veterinarian.
