BIP Chart Comment Positioning

1. What does this feature do? (High-Level Overview)

This feature lets users choose where chart comment text appears vertically on BIP progress charts: top, middle, or bottom. It helps teams place comments where they are easiest to read without changing the comment date, scope, or chart data.

2. Who is this for? (Roles & Permissions)

• Users with BIP edit access (manage_bips): Can add, update, and delete chart comments, including the selected text position.
• Users with BIP view access (view_bips): Can view saved chart comments on BIP progress charts.
• Users with BIP export access (export_bip): Can export BIP charts that preserve saved chart comments and their selected positions when chart sections are included.

3. Business Rules & Enforcements

• Rule 1: Each chart comment requires a date and comment text.
• Rule 2: Comment text is limited to 50 characters.
• Rule 3: The comment position must be Top, Middle, or Bottom.
• Rule 4: New comments default to Top if the user does not change the position.
• Rule 5: Existing comments with no saved position are treated as Top.
• Rule 6: Updating a comment can also update its chart position.
• Rule 7: Comment scope is separate from position. A comment can still be saved for This Goal Only or All Goals, and the selected position only controls where the text appears on the chart.
• Rule 8: Comments are still filtered by the same chart date context. Position does not make a comment appear outside the chart’s reporting window.

4. UI Placement

1. Patient Record > BIP
2. Plan and Goal Tabs
3. Plan Detail View > Progress Chart
4. Add Comment table: The Position field appears beside the comment text field.
5. Update Comments table: The Position field appears for each existing comment.

5. How-To Guide (Step-by-Step)

Scenario A: Add a chart comment with a position

1. Open the patient’s BIP.
2. Open the plan that contains the progress chart.
3. In the chart edit area, go to Add Comment.
4. Select the comment date.
5. Enter the comment text.
6. Choose Top, Middle, or Bottom from Position.
7. Click Add.
8. Choose whether to save the comment to This Goal Only or All Goals.
9. Review the chart and confirm the comment appears in the selected area.

Scenario B: Change the position of an existing comment

1. Open the same BIP plan chart.
2. Go to Update Comments.
3. Find the comment that needs to move.
4. Change Position to Top, Middle, or Bottom.
5. Click Update.
6. Review the chart and confirm the comment moved to the selected area.

Scenario C: Review chart comments in exported output

1. Open the BIP export flow.
2. Include the chart sections needed for the report.
3. Generate the export.
4. Review the chart comments and confirm the saved positions are reflected in the generated chart output.

6. What happens if…? (Edge Cases / FAQ)

• Q: What happens if the user does not choose a position?
  • A: The comment is saved and displayed at the top of the chart by default.
• Q: Does changing the position change whether the comment applies to one goal or all goals?
  • A: No. Scope and position are separate choices.
• Q: Can a comment be placed outside Top, Middle, or Bottom?
  • A: No. The system only accepts those three positions.

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APPENDIX

Reviewed Topics

• Chart comment create and update workflow
• Comment text position values
• Default top positioning
• Goal-only and all-goals comment scope
• Chart and PDF rendering behavior