Chart Interface Basics - Chart Navigator

Chart Navigator functions as the table of contents for charts. Chart Navigator allows a user to insert chart sections, as well as view documents in a patient's chart, in various chart sections.

Access Chart Navigator

1. Click on the Chart Navigator tab docked at the bottom of the screen.

2. If Chart Navigator is not docked at the bottom, Click on Chart in your main menu toolbar, and Click on Chart Navigator.

3. Press Control + B on your keyboard.

Two main regions

Chart Navigator is divided into two main regions: the left side is a list of all the chart sections, and the right side will display what documents are within a particular chart section.

Helpful hint to the user: a chart section will be bold black if there are unsigned documents within the chart section.

Open Chart Sections not currently displayed in Chart Layout

Open Chart Sections not currently displayed in Chart Layout

Double click on any chart section within Chart Navigator, and a new tab will be created in your chart layout.  Remember, the chart section will appear on whichever side of the chart you last used-or which side of the chart your cursor was last placed on.

Document List

To view a particular document within a chart section, double click on the line item.

Action buttons on mini toolbar within Chart Navigator

Action buttons on mini toolbar within Chart Navigator

1. Create a new document in the chart section you have highlighted on the left side of Chart Navigator.

2. Scan in a new document in a chart section.

3. Remove a document from a chart section.

4. Sign off a document if you are a clinician.

5. Print off a document in a chart section.

6. Reassign a document to another clinician if the document is not already signed off.

7. View the selected document.

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