Charts can be used to record fluid intake, weight, and more. Once a chart has been created, you can add it to the service users who need it. The chart is filled in by the caregivers completing the chart activities. Once they sync their device, this data shows on the chart.
📌Note: Charts are not available to view on the Access Care Planning app.
Chart activities
To create a chart, you need to first create chart activities. To do this, follow these simple steps:
⚠️Important: Only tenant administrators can add the chart activities.
Click the three-line menu.
Click Configuration, then click Tenant.
Click Standard Activities, then click the plus icon.
Add the name and description of the activity.
Use the Type dropdown to select which type of chart you need.
Click Save.
Create chart
Once the activities have been created, you can then create the chart. To do this, follow these steps:
Click the three-line menu.
Click Configuration, then Services.
Select the relevant service.
Click Preferences.
Under Configuration, click ADD CHART TYPE.
Enter the name of the chart, then select the type of chart.
If you want the chart on all service users, check the Available by Default checkbox.
Add to the service users
If you didn't select the available by default checkbox to show the chart to all service users, you need to add it to individual service users. Follow these simple steps:
Click the three-line menu.
Under service, select the relevant service for the service user.
Select the relevant service user.
From the top, click the CHARTS tab.
From the left-hand panel, click Add chart.
From the dropdown, add the relevant chart.
Click Save.