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How to personalise your chart screen

Let's take a look at how you can configure your chart screen to achieve clinical excellence

Amber Morris avatar
Written by Amber Morris
Updated over a week ago

Ways to customise your chart

You can set up your chart screen to suit your own unique needs in multiple ways to streamline your in-surgery workflows 👇

💡Top Tip: These settings are per user, meaning each practitioner can have their own unique charting set-up 🎉


🦷 Using the Customisable Hover Chart

The customisable hover chart offers you the ability to select your most commonly used treatment items. These will then appear when hovering over the graphical chart for a quick and easy charting experience.

a gif video of a user charting using the hover chart.


🦷 Using the Locked chart

Locking your chart keeps the graphical chart visible on the screen at all times. On the flip side, this can be disabled at any time so that detailed treatment notes can be easily written.


🦷 Using a combined chart

Using a condensed charting view can also help free up space, giving you more room for note-taking and offering a more succinct view.


🦷 Why you should favourite treatment items

Marking your commonly used treatment items as favourites ⭐️ makes them easier to find and quicker to chart.


🦷 Using treatment categories

Organizing the chart screen is great housekeeping. Ensuring you know where all your treatments are and how to easily access them is important for a great surgery experience.

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