Overview  

ICANotes+ allows you to automatically assign yourself as the Principal Clinician when creating a new chart. This eliminates the need to manually select your name each time you create a chart. 

Configuring Automatic Assignment to Charts 

To enable automatic assignment, go to Personal Preferences > Personal Information > General Information, and check the box labeled Automatically assign me to any chart I create. 

After selecting the checkbox, click Save.

Automatic Assignment When Creating a Chart 

Once the Automatically assign me to any chart I create option is enabled, your name will be automatically populated as the Principal Clinician when you create a chart. 

Manual Assignment When Creating a Chart 

If the checkbox is unchecked, you will need to manually select the Principal Clinician from the dropdown menu when creating a chart. 

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Need additional assistance?

Phone: 443-203-5857 

Text: 866-301-0085

Email: ticket@icanotes.com

Chat: http://app.icanotes.com 

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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.