Redesigned Chart Face: Improved Navigation and Accessibility

Overview

The Chart Face screen has been redesigned to enhance user experience by improving accessibility, navigation, and visual appeal. The new design provides a more intuitive layout, reduces scrolling, and ensures that all essential elements are easily accessible.

Key Enhancements include:

1. Modern, user-friendly interface with improved spacing and alignment
2. Header repositioned outside the Chart Face tab for better organization
3. Labs tab moved to the header for quick access
4. Billing tab removed; billing details can now be accessed via the Account button in the header
5. Improved note readability—note content now appears before action buttons
6. Signed notes are now clearly marked with a badge
7. Enhanced left-pane widgets with a structured layout and two new widgets
8. Print medications directly from the Current Medications widget
9. New bottom section for creating assessments, notes, and therapy groups

Modern and User-Friendly Interface

The updated interface follows the latest UI standards, offering a clean and visually appealing design. Improved spacing and alignment enhance readability and navigation.

Header Moved Outside the Chart Face Tab

The client details header has been relocated outside the Chart Face tab, allowing more space for critical information. Key enhancements include:

• Client's photo – Zoom in for a closer view.
• Account button – Redirects users to access client's billing details.
• Insurance button – Hover to view primary and secondary insurance details.
• Labs tab – Now positioned in the top-right header for quick access.

Streamlined Access to Note Details

Users can now view client note details with minimal scrolling, making information retrieval faster and more efficient.

• Signed notes are indicated with a badge.
• Note content appears first, followed by action buttons placed at the bottom.

Enhanced Left-Pane Widgets

The widgets in the left pane have been redesigned for a more structured display, providing quick access to a client’s diagnosis, medications, and health details.

• Current Medications – Now includes a print option.
• New Widgets Introduced:
• Active Problems - Displays problems selected in the treatment plan. Choose a treatment plan from the list to view its associated problems.
• Chart Reminders - A free-text field where you can click and begin typing notes or reminders directly.

If all items are not visible, click the maximize icon to view the full list within the widget.

Billing Tab Removed – Use Account Button Instead

The Billing tab is no longer visible in the new Chart Face—use the new Account button in the header to view the client’s billing details.

Dedicated Section for Creating Notes and Assessments

A new section at the bottom of the screen simplifies creating assessments, notes, and other related items.

• Assessments – Listed on the bottom left; click to create a new assessment. It also includes complete evaluation.
• Notes – Located in the center at the bottom; click the desired note type to create a new one. It includes progress note, case management, quick note, and so forth.
• Other – Appears on the bottom right, containing items beyond assessments and notes, such as therapy groups.
  
• Therapy Groups – If the client is part of any therapy groups, all associated groups will be displayed. If not, you will be redirected to the configuration screen to set up therapy groups.
  

If the client is part of one or more therapy groups, a list of associated groups will appear when you click the Therapy Groups button in the Other section above. If the client is not associated with any group, the screen below will allow you to add them to a therapy group.

Comparison: Old vs. New Chart Face

Feature	Old Chart Face	New Chart Face
UI Design	Outdated layout	Modern, clean, and organized
Navigation	Requires more scrolling	Optimized for quick access
Information Display	Less structured	Well-organized sections
Workflow Efficiency	More clicks required	Streamlined and intuitive

FAQs 

You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.

Click here for quick access to the FAQs.

Need Help?

For further assistance, contact:
📞 Phone: 443-203-5857
📱 Text: 866-301-0085
📧 Email: ticket@icanotes.com
💬 Chat: https://app.icanotes.com

Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.

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