Patient chart

Cases, diagnoses, medications, vitals, media and everything else in the chart.

9 articles

Finding your way around the patient chartLearn how the Patients page and patient chart fit together, including the chart sidebar, Summary, timeline and Details & Settings. Understand why some chart sections depend on role or enabled features.7 min read

CasesUse cases to group a patient's visits into an episode of care with problems, goals, linked visits, status history and discharge outcomes. Owners and admins can turn Cases on from Settings.7 min read

Diagnoses, medications, and allergiesRecord diagnoses, medications, allergies, supplements, and No known allergies from the patient Summary or while charting a visit. Review details, edit clinical fields, and archive records that should no longer appear in the active chart.8 min read

Observations and vitalsReview and update patient observations from the chart or a visit record. Edit an observation's value and note when the record is not read-only.2 min read

Reviewing AI-suggested recordsReview AI-suggested diagnoses, medications and allergies from clinical record pills. Confirm suggestions you want to keep, or dismiss suggestions that do not belong in the chart.5 min read

Carrying records forward between visitsBring active chart diagnoses, medications and allergies into a visit from the visit Records page instead of re-entering them.5 min read

Patient media and documentsUpload, preview, organize, rename, move, download and delete files in a patient's Media section or a visit's Media section.6 min read

Food journal and nutrition targetsReview a patient's food journal from the patient chart, set daily nutrition targets, and edit or delete meal entries. Owners and admins can also turn the food journal on or off for the organization.8 min read

Using the patient notebookCreate, search, edit and delete free-text notebook notes from a patient's chart or from a visit. The visit notebook shows the same patient-scoped notes as the patient's chart.6 min read

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