Creating a New Chart Section

These instructions will show how to create new chart sections within Chart Navigator.

Open the Chart Section Editor

Open the Chart Section Editor

Click Tools, and Click Chart Section Editor.

Locate the Parent Section

Locate the Parent Section

Click on the area that you wish to add a Chart Section.

In this example we are adding to the Documents section.

Click the Add Button

Click the Add Button

Click the Add button (i.e. the green +).

Type the Name

Type the Name

Type the name of the new chart section to add in both the Title and the Menu field/boxes and Click Create.

A window will appear letting you know that you need to restart SOAPware.

User Privileges

User Privileges

Now, using your Administrator login, Click Tools -> Security.  Click the + sign next to a user's name.  Click the + sign next to Charts.  Click the + sign next to Documents.  Click the new Chart Section name, and Click the Allow All button.  Click the checkboxes that you do not wish the user to have access to and a red X will display.  DO THIS FOR EACH USER THAT WILL NEED ACCESS TO THIS SECTION.

Click Close, and you are presented a prompt to logout of SOAPware for the new settings to take place.

In order to be able to perform the above tasks the user must have proper access in the Security Section.

Removing a Chart Section

Note: You cannot remove SOAPware’s default Chart Sections. This action can only be performed on chart sections that you have created.

WARNING: This operation should only be performed after you have assured that there are no other users currently working with patient charts. This will help to prevent the loss of patient data.

Removal Process

Removal Process

To remove a Chart Section:

1. Click to highlight it in the list.

2. Click the Remove Section Button (or Press Ctrl + Alt + R).

SOAPware will display a prompt to confirm this action. Click Yes or Click Cancel, and SOAPware will return to the Chart Sections Editor.

Reassigning Documents

Reassigning Documents

When a user wishes to remove a Chart Section, SOAPware will display a prompt for the location to place the Document(s) contained within that section. The Reassign Documents dialog box will open.

1. Choose the Section in which to place the documents by Clicking to highlight it in the list.

2. Because of the sensitive nature of performing this action, verification is requested that the user has read the warning, and has ensured that no other users are working with patient charts. To perform this action, Click to check the box "I have verified this."

3. Then, Click the Reassign Button.

The documents contained within the section to be deleted will be moved, and the section will also be removed.

Click Cancel if this action needs to be stopped, and SOAPware will return to the Chart Sections editor.

 

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