Managing ChartPro Note Segments

Access the ChartPro Admin Page:

• Navigate to the Tools menu in OfficePro.
• Select ChartPro from the dropdown options to open the ChartPro admin page.

View Existing Segments:

• On the ChartPro admin page, you will see tabs for each section of the chart note (e.g., Subjective, Objective, Assessment, Plan).
• Under each section tab, a list of segments will be displayed, with their sort order value shown in parentheses next to the Edit button.

Add a New Segment:

• Scroll to the bottom of the accordion menu within the section where you want to add a new segment.
• Click on “Add Segment to this Section”.

Configure the New Segment: When adding a segment, you will need to fill in the following fields:

• Section: Choose the section under which this segment will reside (e.g., Subjective).
• Segment Abbreviation: Provide a short name for this segment (e.g., HPI for History of Present Illness).
• Segment Title: Enter the full title for the segment (e.g., History of Present Illness).
• Segment Description: Use this field to describe the purpose or use of the segment for the provider's reference.
• Segment Hints: Include any helpful hints or tips for the provider to assist with charting within this segment.
• Provider Specific: Select whether this segment will be assigned to a specific provider or if it will be available to all providers in your practice.

Save Changes:

• After filling out the necessary fields, ensure you save your changes to add the segment to the specified section.

Adjusting Segment Order

• If you need to change the order of segments within a section, you can do so by editing the sort order value next to each segment. This allows you to customize the order in which segments appear in the ChartPro interface.

Conclusion

This process allows you to customize the charting experience in OfficePro by managing segments within the ChartPro admin page. Tailoring the segments to fit your practice's specific needs can enhance the efficiency and effectiveness of your documentation.