Using Image Annotation and Injection Tracking in Charts

Image Annotation pages allow providers to document treatment areas visually within a client chart. Depending on the chart definition, providers can annotate an image only or combine image annotation with product and injection tracking.

Completed annotations remain with the chart and appear when the chart is viewed, printed, or downloaded.

Note: Image Annotation provides visual treatment documentation only. When the chart uses Annotation + Injection Tracking, the product usage recorded with each injection site becomes part of the Chart-to-Cart workflow and can be sent to the Register.

 

Before You Begin

The applicable Curated Experience (page) must be added to the chart definition. See Creating a Chart with Chart Designer for instructions on adding Curated Experiences to a chart definition.

• Image Annotation provides tools for drawing and adding shapes to an image. It does not record product usage.
• Annotation + Injection Tracking adds an Inject tool for marking injection sites and recording the associated service, product, lot, treatment area, and units.

 

Annotate an Image

1. Open the chart and select Edit.
2. Navigate to the Image Annotation page.
3. Select an annotation tool:
   1. Draw to make freehand markings.
   2. Shape to add a shape to the image.
   3. Erase to remove markings. 
4. Select the desired color and stroke width.
5. Draw or place the markings on the image.
6. Review the completed annotation, then continue to the next chart page or save the chart.

Note: Image Annotation does not associate markings with a service, product, or lot. To document those details, use Annotation + Injection Tracking. 

 

Record Injection Sites

When the chart includes an Annotation + Injection Tracking page, use the Inject tool to connect each injection site with its product-usage details.

1. Open the chart and select Edit.
2. Navigate to the Annotation + Injection Tracking page.
3. Select Inject.
4. Enter the applicable Service, Product, Lot (when the product tracks lots), Treatment area, and Units administered.
5. Select the injection site on the image to place the marker. 
6. Repeat these steps for any additional injection sites.
7. Review the completed image and product-usage information.

The product’s configured unit of measure appears with the recorded units. If the product is configured to track lots, select an existing lot before recording the injection. 

 

Send Recorded Injection Usage to Checkout

Product usage recorded with the Inject tool can be sent to the Register by selecting Ready for Checkout.

Once a service is sent, its injection and product-usage information is locked. If a correction is needed before checkout is complete, undo Ready for Checkout, update the chart, and send the service again.

After checkout is complete, the usage is identified as Checked Out and can no longer be changed through the Ready for Checkout workflow. For complete instructions, see Recording Product Usage in Charts and Sending to Checkout.

 

Save Your Work

Selecting Next saves the current chart page and moves to the next one. You can also select Save as Draft to save the chart without completing it.

Annotations saved as part of a Draft remain editable. Submitted, completed, and approved charts follow the standard chart-editing rules.