--- title: Configure MedChart in Profile slug: portal-sub/configure-medchart-in-profile docTags: createdAt: 2026-03-04T12:03:17.966Z --- # Article Overview & Feature Requirements This article is intended for System Administrators, Clinical users and Technical users. It outlines the configuration process for MedChart within Profile, focusing on the following areas: - [Step 1: Obtain the Required Licenses](docId\:njP94RvB4773VIK_CrFq_) - [Step 2: Enable Role Actions for MedChart Users](docId\:njP94RvB4773VIK_CrFq_) - [Step 3: Configure the Short Codes for the MedChart Medication Order Views](docId\:njP94RvB4773VIK_CrFq_) - [Step 4: Configure the Filters in the MedChart View ](docId\:njP94RvB4773VIK_CrFq_) - [Step 5: Configure Preferences in Profile](docId\:njP94RvB4773VIK_CrFq_) ## Feature Requirements - Medication license module  - Configuration processes detailed below  - MedChart view added to left navigation (Medical Record & Encounters Actions Panel) # Steps to Confligure MedChart in Profile ## Step 1: Obtain the Required Licenses To use MedChart in Profile, you need to first obtain the Medication license module Go to **Organisation / Preferences / Technical / Licensed Modules**to see if the license module has been obtained or not. Contact Intrahealth at [help@intrahealthc.om](mailto\:help@intrahealthc.om) to obtain the license number for these modules if it has not been obtained. ## Step 2: Enable Role Actions for MedChart Users The MedChart role actions need to be enabled for any user of MedChart. Complete the following instructions to enable the MedChart role actions in Profile: ::::WorkflowBlock :::WorkflowBlockItem Go to **Organisation / Roles ** ::: :::WorkflowBlockItem Select the User types that require MedChart access ::: :::WorkflowBlockItem Search for the MedChart role actions in the **Find **search bar. ::: :::WorkflowBlockItem Grant and enable the MedChart actions for users that need to: - view the MedChart list - use and see items in CareFlow - prescribe and/or administer medications - be involved in the admission medication reconciliation process - be involved with any inpatient management and inpatient medication managementThis is done by right clicking the action and select **Grant**. The **Net Actions **column should now show a green circle raised above a hand.  ::: :::: ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/KPDHolSAF31DcQHESB0b7_wo7yfxghkfbravvx5kztrb3gcvixmyqanq.png) Step 3: Configure the Short Codes for the MedChart Medication Order Views ------------------------------------------------------------------------- The MedChart Short Codes need to be configured in Profile so that they can reflect your prescribing inpatient workflows. The steps below will cover how to configure the MedChart Short Codes in Profile: 1. Go to **Maintain/ Short Codes** 2. The following Short Codes need to be configured based on your organisation's individual workflows: | Short Code Type | Where Short Code Appears in Profile | | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | MedChart Administration Status
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/lbEYYYMH-gVgIHOXSC1b-_fuagqoedv5t4p6ye8ziszaxf0fssv7mg8g.png" size="90" isUploading="false" initialPath="assets/fuaGqoEDv5t4P6yE8zISzAXF0FSsV7Mg8g.png" githubPath="en/Medication Management/Inpatient Medications/MedChart/assets/fuaGqoEDv5t4P6yE8zISzAXF0FSsV7Mg8g.png" position="flex-start" showCaption="false"} |
Captured in the **Administer Medication** Careflow window when you administer medication.
:inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/7SALPC1_4t9PVfFPXVl2c_txyieaigldcnuhpflyb6wepadmgsc88coa.png" alt caption} | | MedChart Dose Type
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/j1sYErux7VT_MOPEn4Xx0_iikz6mu0l7mutbcne7dv5g4yl0ejzepk0w.png" size="90" isUploading="false" initialPath="assets/iIKz6mu0l7muTBCne7DV5G4YL0EJzepK0w.png" githubPath="en/Medication Management/Inpatient Medications/MedChart/assets/iIKz6mu0l7muTBCne7DV5G4YL0EJzepK0w.png" position="flex-start" showCaption="false"}
Important: 
When setting the MedChart Dose Type short codes, ensure that they match exactly with the Prescription Dose Type short codes configured for the Prescription module in the same Short Codes window. Consistency between these short codes is essential to avoid downstream issues.

| A drop-down list in the MedChart **Order** window
:inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/tAdfHi2KfQ2yk7rBvrU6r_wwf4xlxig0ligxp3jeowyndpssp2onbwxa.png" alt caption} | | MedChart Order Method
:inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/k-rfO4cO5dCgUzq5yrBAX_gztdxwjazron2jha0xgkwligbtrarf7tzq.png" alt caption} | A drop-down list in the MedChart** Order **window
:inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/P666qOKtYzVuNJOumN58s_50quemr6sc3ixfjyq-wcmmqogdytc6dizg.png" alt caption} | | MedChart Order Type
:inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/34Swzn_hwk-RPZGwPpXeh_naudhaoktzwuxasxik3rxmwhxxkloxzkrq.png" alt caption} | A drop-down list in the MedChart **Order** window
:inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ymgyl8oHh3gWo-sV_W6wV_3nahlwim5zyz-ggivivvu9gabwng1b0g.png" alt caption} | ## Step 4: Configure the Filters in the MedChart View  The filters in MedChart can be configured to adjust the presentation, and what is included in the various windows of the MedChart view, as seen below. ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/CXLfLYBWCgCAknZFkvcso_fatjvcgvefeprtyg17sleilzwwvhdpyhtw.png) The following steps will show you how to configure the filters from the MedChart view: ::::WorkflowBlock :::WorkflowBlockItem Click on **Edit **which is located on the top, right hand corner of the **MedChart** view in the patient's **Medical Record**. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/LNW5rqqwwDn8g5mcf4QJx_nuiw5ay57v7-h97ksntrmxau0u0fugulva.png" size="40" isUploading="false" initialPath="assets/NuiW5AY57v7-H97ksNtRmxau0U0FUgULVA.png" githubPath="en/Medication Management/Inpatient Medications/MedChart/assets/NuiW5AY57v7-H97ksNtRmxau0U0FUgULVA.png" position="flex-start" showCaption="false"} The **MedChart Filters **window will open. You'll notice there is a **Default** filter as seen in the image below. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/9xS2Vh2-6o6u1P8liEwko_qkkxqzs9o1ekeevp1eycr3a0d3hm0ni-ba.png" size="68" isUploading="false" initialPath="assets/qKkxQzS9O1ekeeVp1eyCR3A0D3hM0nI-bA.png" githubPath="en/Medication Management/Inpatient Medications/MedChart/assets/qKkxQzS9O1ekeeVp1eyCR3A0D3hM0nI-bA.png" position="flex-start" showCaption="false"} ::: :::WorkflowBlockItem Click **New **to create a new filter. Add in the name of the filter in the **View Description**box. Some examples of potential useful filters are: - Current Orders Past 30 Days - Discontinued Medications - Expiring and Expired Medications ::: :::WorkflowBlockItem Once you've added in your new filter names click on the first filter view you wish to configure - the chosen filter will appear in the **View Description **box.   ::: :::WorkflowBlockItem Click on each of the tabs and adjust the the filter settings for each filter view according to your organisation's preferences: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/qT0gdk19s7Lal9Bt3hsGg_og3t5u5kmo452lygsuwa4basetfqtsmha.png" size="59" isUploading="false" initialPath="assets/og3t5u5kMO452LYGSUwa4baSeTFQtsmh_A.png" githubPath="en/Medication Management/Inpatient Medications/MedChart/assets/og3t5u5kMO452LYGSUwa4baSeTFQtsmh_A.png" position="flex-start" showCaption="false"} 1. **Filter **TabThe filter tab will adjust the views based on who ordered the medication, and the medication's status. Make selections based on your organisation's preferences. **Flag Tag** is used to signal when a medication needs review by a provider. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/4JlgvW6Imn3FvvHiTzzDO_o7bgqwrpeof7nhfyhdn71nc8iys2g9lig.png" size="69" isUploading="false" initialPath="assets/o7_BGqwRPEoF7nHfYhDn71nc8iys2G9LIg.png" githubPath="en/Medication Management/Inpatient Medications/MedChart/assets/o7_BGqwRPEoF7nHfYhDn71nc8iys2G9LIg.png" position="flex-start" showCaption="false" indent="2"} 2. **Filter Dates **TabThe filter dates tab will narrow or expand the MedChart view by date. Make selections based on your organisation's preferences ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/OW_lxwxOYXMz8Rvs4yyHp_sjvetlcap5mqulaicqdjqwvji80gxjabg.png" size="70" isUploading="false" initialPath="assets/sJvetLcAP5MqU_lAicqDjQwvjI80GXJaBg.png" githubPath="en/Medication Management/Inpatient Medications/MedChart/assets/sJvetLcAP5MqU_lAicqDjQwvjI80GXJaBg.png" position="flex-start" showCaption="false" indent="2"} 3. **General **TabBased on your organisations preferences, the General tab will determine if and which type of interactions the clinical user will have flagged.   ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/VgZZ0uTx3uCRsXhxLzB3P_yccyqepcnk8xqanhs7a37x4oaifgtralog.png" size="70" isUploading="false" initialPath="assets/YcCyQEpcnk8xQaNhS7a37X4OAiFgTRALog.png" githubPath="en/Medication Management/Inpatient Medications/MedChart/assets/YcCyQEpcnk8xQaNhS7a37X4OAiFgTRALog.png" position="flex-start" showCaption="false" indent="2"} 4. **Presentation Regular **TabThe presentation of the Regular Medications window in the MedChart view can be adjusted from the Presentation Regular tab. Certain columns can be selected, Display Names, width, size and justification of those columns can be adjusted, as per your organisation's needs. **Note:** Net new, additional columns cannot be added. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/p93CL2cHImf_mOY-E5TzJ_ejaqcx3yml3ph1iizirfqpeccir48gbaaw.png" size="70" isUploading="false" initialPath="assets/eJaqCX3Yml3PH1iIZIRfqpecCIr48GBAAw.png" githubPath="en/Medication Management/Inpatient Medications/MedChart/assets/eJaqCX3Yml3PH1iIZIRfqpecCIr48GBAAw.png" position="flex-start" showCaption="false" indent="2"} 5. **Presentation Irregular **TabThe presentation of the PRN/Irregular window in the MedChart view can be adjusted from the Presentation Irregular tab. Certain columns can be selected, Display Names, width, size and justification of those columns can be adjusted, as per your organisation's needs. **Note:** Net new, additional columns cannot be added. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/XD6VwXS2MXpLmmGuumFMT_etaefn9cthb4pvihq0ocm5bcs8arzasemw.png" size="70" isUploading="false" initialPath="assets/ETAEfn9CThB4PVIHQ0OCm5bcS8ARzaSeMw.png" githubPath="en/Medication Management/Inpatient Medications/MedChart/assets/ETAEfn9CThB4PVIHQ0OCm5bcS8ARzaSeMw.png" position="flex-start" showCaption="false" indent="2"} 6. When you have updated each of the filter tabs, click **Update**, **Apply**, and **Close**. Your filters should now be configured, and saved based on your input. ::: :::: ## Step 5: Configure Preferences in Profile To set defaults, turn on alerts, printing options, and set warnings, you'll need to configure certain preferences in Profile. Go to **Organisation / Preferences / Scripts and Instructions** ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/CYmrUvDlsV_QMQ0D9ZHRU_a5v5psw996vjuz1thq7gmdun59a3ghsb5w.png) 1. Click on the **Administration **tab 2. Add and validate that your frequencies are represented correctly - this will be dependent on your organisation's preferences. This relates to dose frequency in the MedChart Order window. See below: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/N_loDVHHhOoY7dgyWMia6_iptfmn5i8w3fguxrn2ys2iq4j8spnljoha.png" size="100" isUploading="false" initialPath="assets/iPTFmN5i8w3FGuXRN2YS2iQ4j8sPNLjOhA.png" githubPath="en/Medication Management/Inpatient Medications/MedChart/assets/iPTFmN5i8w3FGuXRN2YS2iQ4j8sPNLjOhA.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} The information you enter in the **Administration **tab's **Frequency** drop-down is also reflected in the Careflow Administration window. See below: ::: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/_2TXCPDovS1ChJLBO0J_m_jmb7w3rjpjtv4otionibbgc7qxlbbc9a.png" size="100" isUploading="false" initialPath="assets/J_mB7w3RjP_jTv4OtIoNIbBGC7qxlbbC9A.png" githubPath="en/Medication Management/Inpatient Medications/MedChart/assets/J_mB7w3RjP_jTv4OtIoNIbBGC7qxlbbC9A.png" position="flex-start" showCaption="false" indent="2"} 3. The Order Starts on drop-down sets the default parameter for the MedChart Order window for when a medication needs to be initiated. Choose the option that relates best to your organisation's workflows. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/JkpmmsodCPNzJ3WOc5Mu7_k0plqnjhylszx8cqmd7pogtx25mxyyyvsq.png" size="100" isUploading="false" initialPath="assets/k0pLQNjhYLSzX8CQmD7pOgTx25mXyyYvSQ.png" githubPath="en/Medication Management/Inpatient Medications/MedChart/assets/k0pLQNjhYLSzX8CQmD7pOgTx25mXyyYvSQ.png" position="flex-start" showCaption="false" indent="2"} 4. Click on the **MedChart** tab. MedChart printing options are associated with our Forms functionality. Contact Intrahealth to discuss how to use Form templates in MedChart. 5. Once you've validated and filled out all of the necessary sections based on your organisations workflow preferences click on **Apply**, and **OK**. 6. The configuration process is now complete. # Learn More For more information on MedChart in Profileplease click on the article links below: - [Medchart in Profile](docId\:SysVXBkoCAbmhj09vvhFZ) - [FAQ: Medchart in Profile](docId\:fFs61IbiQBh3OuTavcaJ9) - [Review the MedChart for a Patient in Profile](docId\:AbzJD_iwqxZfNeby0K5vP) - [Create and Manage Medication Orders from a New Encounter in Profile](docId\:d0SJnLmfrFA8bQ7EeefN0) - [Create and View New Medication Orders or New Ad Hoc Medication Order from the MedChart View in Profile](docId\:l7lXSS8mxmF9dPIoxx_5J) - [Manage Medication Orders from the Work Centre View in Profile](docId\:POz7x5uyKUBQW9XjCe07H) - [Complete a MedChart Phone or Third Party Order from the New Encounter View in Profile](docId\:sFLzY8aurMDcZR0yVeeGa) - [Print Various MedChart Items in Profile](docId\:SuKXVMfDls3XSrmzA78Z_) - [Use MedChart Print Variables in Profile](docId\:ma4ZvT8CGiyARxD5tNSFR) - [MedChart Reports in Profile](docId\:KCrnsko5YHm5uzICYrF5m)