The Charting screen.comprises of two main sections, on the left are pre built content headings
(SUBJECTIVE, OBJECTIVE, ASSESSMENT, PLAN etc). Under these headings, different Level-1’s are listed. When a Level-1 is clicked, a customizable list of Level-2’s (Component Items) to be included in the chart note is presented.
More options can be added to the Level-2’s to improve your chart notes. These options will appear below and also on the right of the Level-2 list. The options that appear below the list are called Level-2 Down and options appearing on the right are called Level-2 Right.

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To add a Level-2 Down or Level-2 Right option,
1. From the Charting screen, double click on the Level-2, the Edit Level-2 dialog box will appear.

2. There are two tabs in this dialog box (The details to be entered for under both the tabs are the same.) click on the required tab:
=> Level-2 Down:- Click on this tab to add options below the Level-2 list.
=> Level-2 Right:- Click on this tab to add options to the right of the Level-2 list.

3. Enter the a Name and Code for the Level-2 Down / Level-2 Right

4. The Group Code option allows you to classify the Level-2 Down or Level-2 Right options under different headings. To group a particular Level-2 Down or Level-2 Right option, select a classification group code from the list.

5. Make sure the Active check box is selected; the Level-2 Down / Right options will not be available if this box is left unchecked.

6. To customize the narration, click in the Before and After boxes in the Word section and enter the word that should appear at the beginning and end of the narration for this Level-2 Down / Right.

7. Similarly if any particular character should appear in the before or after this Level-2 Down /Right in the narration, enter the character in the Before and After boxes in the Character section.

8.Click the Add/Update button, the Level-2 Down/Right option will immediately be updated in the list below. Click the Save button below and close this chart. Reopen the Charting screen to make this change effective; the new Level-2 Down/Right will now appear in the list when the Level-2 is selected.

Now let us go ahead and add a Level-2 Down named Food Additives under Level-2 called Food
i. From the Charting screen, double click on the Level-2 named Food, the Edit Level-2 dialog box will appear.
ii. There are two tabs in this dialog box (Since we are going to add a Level-2 Down option, click on the Level-2 Down tab.

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iii. Enter the Name and Code as ‘Food Additives’.
iv. The Group Code allows you to group and classify Level-2 Down options under different headings.
Let us add group this Level-2 Down option under AGGRAVATING FACTOR.
Next time when you reopen the chart, you can quickly choose the Food Additives Level-2 Down option by clicking on the Aggr. Factor link. This is very helpful when the Level-2 Down list is big.
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v. Make sure the Active check box is selected; the Level-2 Down will not be available if this box is left unchecked.

vi. To customize the narration, click in the Before and After boxes in the Word section and enter the word that should appear at the beginning and end of the narration

vii. Similarly if any particular character should appear in the before or after this Level-2 Down in the narration, enter the character in the Before and After boxes in the Character section.

viii. Click the Add/Update button, Food Additives will be updated to the list below as a Level-2 Down option.

ix. Click the Save button below and close this chart; reopen the Charting screen to make this change effective; click on the Level-2 named Food, in the list that appears below, click on Aggr.Factor to easily locate Food Additives Level-2 Down option.

The Charting Screen should be reopened to apply this change on screen. However, you can continue with charting as usual as Level-2 Down or Right options will immediately be updated even though it is not apparent on the screen.

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