Chart Creator Guide

Overview

The Chart Creator is a powerful tool for managing task types and their associated forms in the healthcare system. This guide explains how to effectively configure and manage task types and their required documentation.

Key Features

• Visual task type management
• Form requirement configuration
• Real-time form preview
• Drag-and-drop form organization
• Integrated form builder access

Getting Started

Accessing the Chart Creator

1. Navigate to Admin section
2. Select "Chart Creator"
3. The interface will display task types and their forms

Interface Layout

• Left Panel: Task type list and configuration
• Middle Panel: Required forms for selected task
• Right Panel: Form preview and editing
• Use the accordion to expand/collapse task details

Managing Task Types

Task Type Configuration

Viewing Task Types

1. Browse the list in the left panel
2. Each task shows:
   • Display name
   • Number of required forms
   • Description (if available)
   • Form configuration options

Creating New Tasks

1. Click "+ New Task" button
2. Enter task details:
   • Display name
   • Description (optional)
   • Category (if applicable)
3. Save to create the task

Managing Required Forms

Adding Forms to Tasks

1. Expand the task using the accordion
2. Use the multi-select dropdown to:
   • View current forms
   • Add new forms
   • Remove existing forms
3. Changes save automatically

Form Preview

Previewing Forms

1. Select a task from the left panel
2. Click on a form in the middle panel
3. Preview appears in the right panel showing:
   • Form layout
   • All fields and sections
   • Actual rendering

Editing Forms

1. Preview the form
2. Click "Edit Form" to open Form Builder
3. Make necessary changes
4. Return to Chart Creator to verify

Best Practices

Task Type Organization

• Use clear, descriptive names
• Include helpful descriptions
• Group related forms together
• Maintain consistent naming conventions

Form Requirements

1. Consider workflow sequence
2. Include only necessary forms
3. Verify form completeness
4. Test form combinations

Efficient Configuration

1. Plan form requirements before setup
2. Use bulk selection for multiple forms
3. Preview all forms after changes
4. Document task type purposes

Important Notes

• Changes take effect immediately
• Forms must exist before adding to tasks
• Preview shows actual form layout
• Task types affect workflow organization

Troubleshooting

Common Issues

1. Cannot Add Forms

   • Verify form exists in system
   • Check form compatibility
   • Ensure proper permissions

2. Preview Not Loading

   • Check form configuration
   • Verify form schema
   • Refresh browser if needed

3. Changes Not Saving

   • Check network connection
   • Verify permissions
   • Try refreshing the page

Administrator Notes

System Configuration

• Form types must be pre-configured
• Task types are organization-wide
• Changes log in audit system