Create a New Chart

Q: How do I create a new chart?

1.  Open the Chart Rack

1.  Open the Chart Rack

To open the chart rack, click on the Chart menu, then select Chart Rack.  Or click on the Chart Rack docked tab located at the bottom of your screen.

2. Search for the Patient

2. Search for the Patient
  1. To ensure that the patient does not currently have a chart, search using the last name.
  2. If there is not an existing chart, the search results will remain blank.

3.  Create a New Chart

3.  Create a New Chart

If the patient does not have an existing chart, click the Green + button to create a new chart.

4.  Enter the Patients Information

4.  Enter the Patients Information

Enter the patients First Name, Last Name, and Birth Date, then click OK.

The chart has now been created.

- Possible Duplicate Chart

- Possible Duplicate Chart

If SOAPware recognizes that the name and birth date entered match an existing chart in your database, the Possible Duplicate Chart window will appear.

If you wish to continue creating the chart, click Create Chart. If you wish to cancel the creation of the new chart, click Cancel.