Patient chart
Cases, diagnoses, medications, vitals, media and everything else in the chart.
12 guides97 min in all
Videos
Guides
Finding your way around the patient chartLearn how the Patients page and patient chart fit together, including the Charting page, anchored chart sections, Summary, timeline, Details & Settings, guardians, tags, photo ID images, referring provider, labs, imaging, plans and packages. Understand why some chart sections depend on role or enabled features, and how owners, admins and staff can bulk archive or restore patients and visits from lists.14 minCasesUse cases to group a patient's visits into an episode of care with problems, goals, linked visits, billing details, status history and discharge outcomes. Owners and admins can turn Cases on from Settings.9 minDiagnoses, 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.10 minObservations 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.3 minReviewing AI-suggested recordsReview AI-suggested diagnoses, medications, allergies, supplements, patient history and reasons for visit. Confirm suggestions you want to keep, or dismiss suggestions that do not belong in the chart.9 minCarrying records forward between visitsBring active chart diagnoses, medications and allergies into a visit from the visit Records page instead of re-entering them.5 minPatient media and documentsUpload, preview, organize, rename, move, share, download, archive and restore files in a patient's Media section or a visit's Media section. Share files and folders with the patient portal when the patient should be able to see them, and delete files permanently after they are archived.11 minFood 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.9 minUsing 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 minArchived patients in charts and visitsUnderstand why a patient chart or visit becomes read-only when a patient or visit is archived. Learn what still works and what to check before assuming something is broken.4 minBody mapUse the Body map in a patient's chart or visit to pin findings to the front or back of the body, review earlier findings, and read each kind, field, and region label.11 minGlobal media libraryUse the dashboard Media page to review photos, videos, and documents across patients in one place. This reference explains the page's filters, labels, states, upload controls, and access requirements.6 min
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