To create a charting template to facilitate your notes taking, here are the steps to follow:
1. Click on Charting
2. Click on Charting Templates
To create a blank template
To create a blank template
1. Click on + Add.
2. Give it a name.
3. Enter a description (optional).
4. Link it to an existing glossary (optional).
5. Change the language, if needed.
6. Add a Domain.
7. Click on + Field to add a new field to your template.
To edit an existing file from the Library
To edit an existing file from the Library
1. Click on the Library tab.
2. Select the language.
3. Search for a template or the desired domain. A range of templates will be displayed.
4. Click on the name of a template to preview its content.
5. If the template suits your needs, click on + Add to my templates.
You can create or edit your template as follows:
1. Add or edit the name.
2. Enter a description, if needed.
3. Link it to an existing glossary, if needed.
4. Change the language, if needed.
5. Select a Domain name from the dropdown list, if needed.
Assigning a Domain name is the first step toward sharing your template with other GOrendezvous platform users. Once you click the Share button, your template will be reviewed by a member of our team. Upon approval, your template will then be visible and accessible to everyone in the Library.
6. Click on + Field to add a new field to your template.
Let's see the different possible actions:
A. Enlarge or shrink the field box
B. Move the field box (for example, to change the questions order)
C. Modify the field
D. Delete field
Here is now a description of the different options when you want to modify a field:
A. If this box is checked, the field will still appear, even if no information has been entered inside
B. If this box is checked, the label (or title, if you prefer) will not display on your listing template
C. If this box is checked, the summary field will appear in the right section of the client file, under Summary
Here is also the description of each field type:
Note/Notes, Reason for consultation and Follow-up:
Note/Notes, Reason for consultation and Follow-up:
A field allowing to write free text on several lines
Checkboxes/Multiple Choices:
Checkboxes/Multiple Choices:
Convenient for indicating symptoms, special conditions, medications, etc. and just having to check them off, instead of having to manually rewrite everything every appointment
Multiple questions/ Multiple texts and Vital signs
Multiple questions/ Multiple texts and Vital signs
Several questions oriented vertically or by column, with the possibility of taking notes to clarify certain details
Pain scale/Scale
Pain scale/Scale
To be able to request a pain rating from 1 to 10, for example
Sketch/Draw
Sketch/Draw
Field to draw freely
Section title
Section title
You can add section titles to your template, either to group questions under the same header or simply to organize your template.
Table and diet
Table and diet
Possibility of entering several data on several rows or columns.
Diagram/Drawing
Diagram/Drawing
For an image of the human body, spine, Maigne cross, etc. Note that you can also upload your own image, by clicking on the + located to the right of the Image menu
