Creating A New Chart

From the Daily Schedule Card

Creating a SOAP chart from the Daily Schedule Card on the Dashboard is the easiest and simplest way. The Daily Schedule Card displays all your appointments for the day, making it the most logical place to start charting.

To create a chart from the Daily Schedule card, click on the grey drop down button to the right of each scheduled patient, and then click on “Create New Chart” to launch a new chart.

Creating a new SOAP chart from the Daily Schedule Card on the Dashboard

From the SmartCharts Page

1. Go to the Main Navigation Menu and select SmartCharts.
2. On the SmartCharts page, select a patient from the dropdown list. This will load a list of their previous charts.
3. Click the Create New Chart button.

From the Calendar Event Editor

Creating a chart from the Calendar Event Editor is useful for moving directly from your schedule to the charting interface. Since you are creating the chart from a specific calendar event, the system will automatically know the visit type, saving you a step.

1. Open the OutSmart Calendar and click on an existing patient event. This will open the Event Editor.
2. After confirming the event type and patient are correct, click the clipboard icon at the bottom of the Event Editor to create a new SOAP chart.

From the Patient / Client Workspace

If you prefer to review a client’s file and notes before starting a new chart, the Patient Workspace is a great place to start. You can review past notes and then create a new chart for the patient directly from there. Remember, in OutSmart, you create a new SOAP chart for every visit.

Note

Creating a chart from the Calendar Event Editor or the Daily Schedule Card saves you a setup step — the system already knows the visit type from the appointment, so the Chart Configuration panel doesn’t appear and you go straight to writing. Starting from the SmartCharts page or Patient Workspace means you’ll be prompted to pick a visit type first.