How To Use the Format Editor

Video demo:

Overview

Chronicler’s format editor allows you to customize several elements of the structure and content of your progress notes. 

This article provides instructions on how to edit step attributes and reorder the steps within your note.

Please note: All changes that you make to your format are not applied until you begin a new note.

How to: edit step attributes.

In Chronicler, a step is a collection of resources (statements, prompt, sentence starter) that make up a portion of your progress note.

For example: you select statements from the “Interventions” step to populate the interventions portion of your progress note.

You can edit the following attributes in the format editor:

1. Click the gold button with the pen icon to open the format editor

Open

2. Expand the section of the format that contains the step you wish to edit.

3. Click the step to expand it, and view its attributes.

Open

4. Make any changes that you wish.

5. Click the “Save changes” button in the upper left corner.

6. You’re all set! The changes will be applied the next time you begin a new note.

How to: reorder steps in the note.

Chronicler uses a “top down” workflow to guide you through the steps in your note. You can use the drag and drop feature in the format editor to reorder where the steps appear in the note, and by extension, what order they appear in the note builder workflow.

For example:

I usually see the “Presentation” step, and then move to the “Symptoms” step. However, I would like to switch the order of those steps so that I start with “Symptoms” and then move to “Presentation.” I can use the drag and drop functionality to drag “Presentation” so that it is visually above “Symptoms,” and have that ordering reflected in my Chronicler workflow and note.

To change the order of a step in a format:

1. Click the gold button with the pen icon to open the format editor.

2. Expand the section of the format that contains the step you wish to edit.

3. Click the drag and drop icon (six dots) and hold your mouse down (or finger if on mobile).

4. Drag the step to the desired location.

   1. You can drag it to a different place in the same paragraph or drag it into a different paragraph in a different section.

5. Click the “Save changes” button in the upper left corner.

6. You’re all set! The changes will be applied the next time you begin a new note.

How to: enable and disable certain steps

You can use the format editor to disable and enable certain steps in your note, based on your needs. For more information on which steps can be disabled, please check out this article.

1. Click the gold button with the pen icon to open the format editor

2. Expand the section of the format that contains the step you wish to edit.

3. Click the step to expand it, and view its attributes.

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4. Click the red “Disable” button to disable the step.

5. Click “Save Changes” in the upper left corner.

6. You’re all set! The next time that you begin a new note, the disabled step will not be included in the note builder.

7. To enable a step, follow this same process, but click “Enable” instead of “Disable.”

How to: add a custom step

Chronicler allows you to add custom steps to your active note format, so that you can account for any information that you may need which is not already covered by Chronicler’s default steps.

1. Click the gold button with the pen icon to open the format editor

2. Expand the section where you wish to add the custom step.

3. Click the “Add New Step” button. Chronicler will automatically generate a new step, and populate it with some placeholder content.

4. Customize the step “Name”, “Label”, and “Sentence Starter” to meet your needs.

5. Click “Save Changes” in the upper left corner.

6. You’re all set! The next time that you begin a new note, your custom step will be included in the note builder.

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