Diabetes Educators Calgary Charting Guidelines

To customize you tab layout, follow these steps:

• Open a patient chart in the view desired:
  • For scheduled patient encounters, double-click a patient chart in your schedule, then go to the next step. (Note: For visit types not on your schedule, search for a patient and create an encounter of the desired visit type).
  • For your 'unscheduled' view, click on 'Telephone Call' and select a patient.
• Click on the down-arrow at the right of the row displaying the tabs of the chart.
• In the 'Modify Workspace' view
  • Select the desired tab, and click on the thumb tack to pin to the Activity menu.
  • The 'Diabetes Management' tab might be under the 'Quick Navigators' heading in the list of available tabs.
  • The 'Nutrition Care' tab is not available in the Nurse profile. For Nurses, the 'Rooming' tab has many of the same data elements.
• Note that tabs not on your default layout are still available by clicking the down-arrow right next to the wrench.