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Xchart Training Links
Xchart Training Links

If you are trying to train a new staff member or have questions about specific areas of Xchart, below is all the information you would need.

Miranda Moquist avatar
Written by Miranda Moquist
Updated today

How to add/remove members from your organization:

How to add locations to your organization:

How to set up your custom pre-operative checklist:

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

How to create a new patient/chart within Xchart:

How to update/modify an already existing appointment:

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

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

How to create a new preset:

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

How to modify/update a preset:

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

Charting a Local Anesthetics only case:

Charting Minimal Sedation Case on Xchart.com:

Charting Moderate Sedation Case on Xchart.com:

Charting Deep/GA Sedation Case on Xchart.com:

(coming soon)

How to update/modify account information:

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