Understanding the Chart Workspace

The Chart Workspace is the main chart interface for SOAPware. It is the interface for all of the data in a patient's chart.  


The chart view appears as an open file folder in the SOAPware window. In the lower right corner is the patient's name and other identifying information. The data areas consist of document managers that you can add, remove, or rearrange to meet your

particular needs.

The Document Managers currently available in the chart are listed as tabs across the top of the chart area. Examples are Demographics, Summary, SOAPnote, etc.

To add new document managers to your view, open Chart Navigator (Chart-Chart Navigator), select a manager from the list, then drag and drop that manager onto the manager tab list at the top of the chart. To remove a manager, click to select it, then click the X at the right end of its tab list. You can rearrange the managers by clicking on their title tab and dragging it to another location. Managers can be dragged to another tab list, or to a new area in the chart view, thus creating a new tab group.

For information on the use of specific document managers, see the document manager section.

Lock/Unlock View

If you have created a view that you would like to lock, click View-Lock Layout. This will prevent document sections and your layout from being rearranged.

More on Layouts

Once you have created and saved several layouts, you can easily switch between them by clicking View-Chart Layouts and selecting the saved layout from the list.