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Diabetes Educators Calgary Charting Guidelines

Endocrinology & Metabolism

Customize Your Tab Layout

Customize Your Tab Layout

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.