Configuring Service Categories in the Chart Tab

Service categories can be tailored and ordered to meet individual needs. Some of the steps in the procedure below are specifically per user, as stated in the screenshots.

For instructions on which Categories are assigned to Base tab and which to Service List tab, see Step 5 in the procedure below ("Select the Services required in each Category").

To Customise the Service categories in the Chart Tab

1. Click the button located underneath the Service List within the Chart tab to open the Service List Setup Wizard:

   

   ( The checkboxes on this page are controlled by security settings per user group. See Managing Services security settings )

2. Make your selection(s) from the list (you may select multiple options if required) then click Next.

   Note that in any of the screens you can return to the previous one and edit the changes you have made.

3. If you chose the option to select columns and set widths, do so in the first screen and click Next.

   This step applies to the current user only.

   

4. If you chose the option to select Categories and set the order they will appear in, do so in the following screen and click Next.

   This step applies to the current user only.

   

5. If you chose the option to select services for the Categories and set the default sort order, do so in the following screen and click Next.

   Category selections apply to all users.

   

   To edit / add / delete Categories, and to assign Categories to Service List tab or Base tab:

   Category edits apply to all users.

   

6. If you chose the option to select additional tabs and set the order in which they will appear from left to right, do so in the following screen and click Next.

   Tab selection applies per user.

   

   Note that you may choose to add tabs to the upper tab or the lower tab, as required, and that the tabs are setup for each user, not globally.

7. If you chose the option to change the Treatment Planning mode, do so in the following screen and click Finish.

   

   Separate Courses of Treatment in tabs:

   

The changes made here will apply to the Chart tab next time it is accessed.