Entering Chart Items while offline

Entering Chart Items while offline

Blank chart items for clients can be saved as editable PDF files, filled out with or without an internet connection, and then any data that has been entered can be uploaded to the system by clicking the Submit button in the PDF. Chart Items for more than one client can be saved into a single PDF. Offline documents has only been tested with Adobe Acrobat Reader but it may work with other PDF viewers. Modern web browsers have built in PDF viewers instead of using Adobe Acrobat, so to ensure that you are using Acrobat Reader to view the offline file it is a good idea to first save the offline file to your computer/desktop and open it from there.

Creating an offline PDF file for clients

  1. While you still have internet access, navigate to either the Clients or Charts reports on the main menu. Search for whichever client or clients you wish to have offline chart items for.
  2. Single click to select a single client. Hold down your CTRL key and single click multiple clients if you wish to do more than one at a time.
  3. Underneath the date box that is directly beneath the Select page button, to the left of a button that says Offline Selected, there is a white box. This box is meant for you to enter a password of your choosing. You can use the same password that you use to log into ChartCaddy but we strongly suggest that you use some other password. Once you enter a password, click the Offline Selected button.
  4. The progress of generating the PDF will be displayed at the top of the screen. When the file is ready and there is an option to download, double click on the download option to download it. It will open up on your computer, and you will need to save that document to your computer or tablet. Don't worry, it's protected with the password you specified earlier.
  5. When you perform your offline services, open up this PDF in Adobe Acrobat Reader. It must be Adobe, or it will not work properly. It will ask you for your password, and then give you a list of all possible chart items that you can enter for that client. Enter the information for your encounter into the appropriate page in the PDF. You do not have to fill out every field of every page, you only have to enter the chart item you wish to add to the chart.
  6. Save the PDF before closing it, or your information will be lost. If there is no option to save the PDF then you will need to keep it open until you have internet connectivity again.
  7. When you have internet connectivity again, open the PDF and click the Submit button at the bottom of the form or forms you filled out earlier and it will send a Draft version of the chart item ChartCaddy. You will need to click the Submit button for each chart item you entered in the PDF.