Open Patient Charts
Open a patient chart and switch between chart sections.
Open the patient chart to review records, encounters, paperwork, messages, and activity.
Who does this: Front desk staff, providers, and clinic administrators.
Steps
Open Patients from the main menu.
Find the patient.
Select the patient row or choose View Patient.
Use the chart rail to open Overview, Problems, Medications, Allergies, or Encounters.
Open Treatment plans, Insurance, Messages, Paperwork, or Activity log as needed.
Review the selected chart section.
Tip: The chart rail groups clinical, encounter, record, intake, and account sections.
Troubleshooting
I cannot find a section. Use the chart rail or the mobile section menu at the top of the chart.
The chart looks empty. The patient may not have visits, paperwork, or messages yet.
Related
- Before this: Find and Filter Patients
- After this: Update Clinical Records
- Instead: Review Chart Notes
Need help? Contact your administrator or reach out to support.