Charting Sections

Charting sections control which clinical sections your team sees when charting, and how the Vitals section works.

How do I choose charting sections and set up Vitals?

In the left sidebar, click Settings. In the settings menu, under Charting, click Charting Sections.

On the Charting Sections page, use Charting settings (1) to confirm you are on the charting settings page. Use Section toggles (2) to turn charting sections on or off, and use Supplements toggle (3) to show whether Supplements is available from Dispensary settings.

1. In the section list, turn on Vitals, Diagnoses, Observations, Body map, Allergies, Medications, Supplements, Recommendations, Reason for visit, Procedures, Hospitalizations, Surgical history, Family history, Social history, OB/GYN history, or Vaccines to show that section in the patient record and visit canvas. Notes is always on, and you can still reorder it. Turn a section off to hide it.
2. To change where a section appears, drag it by the handle on the left of its row. With a keyboard, move to the handle, press Space to pick the section up, use the arrow keys to move it, and press Space again to drop it. Default order puts the list back the way it started.
3. If you use Vitals, choose US customary or Metric.
4. Turn on or off the measurements clinicians can log: Blood pressure, Heart rate, SpO₂, Temperature, Respiratory rate, Pain, Weight, Height, and BMI.
5. If you want BMI, turn on Weight and Height first.
6. Select Save changes.

After you save, the selected charting sections, their order, and the Vitals settings apply across your organization.

These are the charting sections you can control here:

Section	What it is for
Vitals	Blood pressure, heart rate, temperature, weight, height, BMI, and more. This section also controls the unit system and which individual measurements clinicians can log.
Diagnoses	ICD-coded conditions tracked on the patient record.
Observations	Clinical observations and measurements outside the core vitals.
Body map	Pain, skin lesions, wounds, injuries, and treatment sites pinned to the body.
Allergies	Allergies and intolerances, including no-known-allergies status.
Medications	Current and past medications on the patient record.
Supplements	Vitamins, minerals, herbals, and other supplements the patient takes. This section also requires Supplements to be turned on in Dispensary settings.
Recommendations	Care recommendations and follow-up guidance for the patient.
Notes	Always on. Generated and hand-written clinical notes, and you can still reorder this section.
Reason for visit	Optional. The chief complaint in the patient's words and the coded reasons, recorded on each visit. The patient record shows the reasons from recent visits.
Procedures	Optional. Injections and minor procedures with injection-site maps, billed on the visit's claim once completed.
Hospitalizations	Optional. The patient's hospital stays: why they were admitted, when, and where. Past conditions are recorded as diagnoses, marked resolved or inactive.
Surgical history	Optional. Past surgeries with when, which side, and where.
Family history	Optional. Conditions by relative, picked from a checklist of conditions that run in families or searched, with the age they started and whether a relative died of one.
Social history	Optional. Tobacco (with pack-years), alcohol and drug use, occupation, and living situation. Each save keeps the earlier answers on record.
OB/GYN history	Optional. Last period, pregnancies and births (GTPAL), whether the patient is pregnant now and the due date, Pap smear and mammogram dates, and contraception. It isn't shown for patients recorded as male.
Vaccines	Optional. Vaccines given at your practice or elsewhere, and ones declined or not given, coded with CDC vaccine codes (CVX). A dose given here can record the lot, expiry, site, and route.

Choose based on what your practice documents during patient care. For example, if your practice keeps track of the vitamins and supplements patients take, turn on Supplements in Dispensary settings, then turn on Supplements here so that section is available in the chart and visit workflow.

For more on using these sections during care, see Finding your way around the patient chart, Observations and vitals, and Diagnoses, medications, and allergies.

What happens if charting settings don't save?

On the Charting settings page, if your changes cannot be saved, Ona shows Couldn't save.

1. Review the message Couldn't save.
2. Select Save changes again.

If saving still fails, the last saved charting settings remain in place. Your unsaved edits stay on the page so you can retry.

What can't I do here?

On the Charting settings page, limits include:

• Staff and clinicians cannot manage charting settings from Settings.
• You cannot set different charting sections or different Vitals settings for different team members from this page.
• You cannot rename or create charting sections here.
• You cannot change the fields inside other charting sections here. Only Vitals lets you choose individual measurements.
• You cannot turn Notes on or off here because it is always on.
• You cannot choose units or measurements while Vitals is turned off.
• You cannot turn on Supplements here when Supplements is turned off in Dispensary settings.

Common questions

What happens to past vitals if I switch from US customary to Metric?

Switching units converts every reading on display, so past vitals stay correct.

Why can't I turn on BMI?

BMI stays unavailable until Weight and Height are both turned on.

If Supplements is turned off in Dispensary settings, will I lose my charting choice?

No. Your saved charting choice for Supplements is kept, and it is used again when supplements are available.

Can I use Metric for some clinicians and US customary for others?

No. The unit choice on this page applies across your organization.

Where do I turn on Supplements for charting?

Turn on Supplements in Dispensary settings first, then return to Charting and turn on Supplements there. For supplement setup, see Setting up labs, supplements, and supplement templates.