Configuring the Quick Chart Menu

Each Provider can customise the Quick Chart to optimise its effectiveness as a productivity tool.

The Quick Chart Menu template has a top Base menu and bottom Treatment menu:

These need to be configured from the Configure Quick Chart Menu window, as described in general in this topic, and in detail in the sub-topics below.

To set up the Quick Chart from the Configure Quick Chart Menu window

1. In the Quick Chart Menu, right-click > Configure:

   

   The Configure Quick Chart Menu window opens by default at the Base tab:

   

2. The Base and Treatment Menus need to be populated as follows from the three tabs' contents at right:

   
   

3. Simply drag-and-drop Services and Quick Plans onto the cells of the Quick Chart Menu.

   For example:

   

4. Resize the Quick Chart Menu as required by dragging from the right corner:

   

   See also Resizing the Quick Chart Menu grid

5. Besides the Base tab for populating the Base Menu, use the Treatment tab to populate Services on the Treatment Menu, and the Quick Plan tab to populate Quick Plans on the Treatment Menu:

   The Treatment tab, for populating the Treatment menu with Services:

   

   The Quick Plans tab, for populating the Treatment menu:

   

See the sub-topics below for configuration details: