Xchart Onboarding Checklist
1. Confirm EMR Integration
Contact your CareStack representative and notify them that you would like to enable the Xchart integration.
If applicable, confirm any required approvals, add-on fees, or activation steps on their end.
2. Inventory Vital Signs Monitors
Compile a complete list of all vital signs monitors used across your organization.
Include both the brand and model for each monitor, as this determines compatibility and setup.
If you are working across multiple locations please break this list down per location.
3. Email Xchart Support
Email [email protected] to initiate the onboarding process.
Include the following information in your email:
Organization name
EMR / patient charting software you will be integrating Xchart with (ie CareStack)
Anticipated go-live date (if known)
Full list of vital signs monitors (brand and model) that will be used for automatic vitals capture during cases per location
4. Watch Admin Training Video
Watch the Xchart Admin Training Video prior to implementation.
This training is critical for:
Properly setting up Xchart on the back end
Understanding system settings and permissions
Confidently guiding your team through the implementation process
5. Schedule Team Training
Schedule a training session for your clinical and administrative team.
Included here is a full tutorial of how to go through an anesthesia case, from scheduling and launching Xchart within CareStack, to signing the final anesthesia record within Xchart. This can also be helpful for onboarding training. CareStack Comprehensive Training Video
6. Schedule your First Patient in CareStack and Launch Xchart
7. Build Clinical Presets
Begin creating organization presets in Xchart (as discussed in the admin video)
These presets can be applied to cases to streamline workflows and ensure consistency.
8. Extra Support
After you’ve completed your first live case using Xchart, we’d love to connect with you. This is a great opportunity to review any questions that came up and share tips to help make your workflow even easier and smoother.
If you’d like to take advantage of this time, please use the link below to schedule an optional follow-up meeting with our team to go over the ups and downs of your first few cases in Xchart.
You can contact our support team at any time by emailing [email protected]. We have multiple team members monitoring that chat and can help assist you and your team fairly quickly.