Xchart Training Links

How to add/remove members from your organization:

https://help.xchart.com/en/articles/9573510-how-to-invite-delete-members-from-your-organization

How to add locations to your organization:

https://help.xchart.com/en/articles/9573859-how-to-add-locations-room-numbers-to-your-organization

How to set up your custom pre-operative checklist:

https://help.xchart.com/en/articles/9573634-how-to-customize-your-pre-op-checklist

How to create consent forms to be added to the entire organization:

https://help.xchart.com/en/articles/9574162-how-to-add-pre-op-post-op-consent-forms-to-your-xchart-organization

How to create a new patient/chart within Xchart:

https://help.xchart.com/en/articles/9654629-creating-a-new-patient-in-xchart

How to update/modify an already existing appointment:

https://help.xchart.com/en/articles/6991139-how-to-update-change-a-scheduled-appointment-in-xchart

How to send consent forms to a patient to be signed prior to their sedation appointment:

https://help.xchart.com/en/articles/9731967-sending-a-consent-form-to-a-patient

Entering pre-op information in Xchart prior to sedation appointment:

https://help.xchart.com/en/articles/9715112-entering-in-pre-operative-information-into-xchart-prior-to-appointment-day

How to create a new preset:

https://help.xchart.com/en/articles/9845539-how-to-create-a-preset

How to add a preset to a chart DURING the case:

https://help.xchart.com/en/articles/9768192-adding-a-preset-to-a-sedation-case-while-in-the-middle-of-the-case

How to modify/update a preset:

https://help.xchart.com/en/articles/9768286-how-to-edit-or-modify-an-existing-preset

How to change the owner of a preset to be shared with the entire organization:

https://help.xchart.com/en/articles/11062435-how-to-change-the-owner-of-a-preset

How to Download the Finalized PDF file of the Sedation Record:

https://www.loom.com/share/f3dd51cd8aa1432398f6de5d7bfabb98?sid=22651753-c462-4787-9d23-3dd3a0fff6e4

Charting a Local Anesthetics only case:

https://www.loom.com/share/66648e67b9ed49d5b68ca120f5d5a972?sid=7a239227-e829-4160-89b9-1c0150c7374f

Charting Minimal Sedation Case on Xchart.com:

https://www.loom.com/share/8dea60a13f37423997c40a5bb8dbf57e?sid=a33b1662-d55b-4aab-9fec-4920890d3628

Charting Moderate Sedation Case on Xchart.com:

https://www.loom.com/share/a560fbdb85d54585b8fb1012ce05cd9a?sid=46667edb-daf9-4e2e-8fec-9c73aecfb873

Charting Deep/GA Sedation Case on Xchart.com:

(coming soon)

How to update/modify account information:

https://help.xchart.com/en/articles/8863550-how-to-update-your-name-or-email-on-your-xchart-account