How to Access a Patient Chart
There are multiple ways you can access the Patient Chart. The easiest methods are by clicking the patient name from your schedule or searching for a patient via the location's entire list of patients.
Let's review the steps for accessing a patient's chart!
Reviewing a Patient Chart via the Schedule
- Click View Schedule in the Scheduler manager.
- On your schedule, you can hover over the patient’s appointment then click the name link from the popup menu to open the patient chart.
- Now, you’re in the patient’s chart.
- You can also search for a specific patient of yours by using the Search my Patients search box at the top of the screen.
Note: Only active patients appear when you search with the Search My Patients field.
- You can also search for a specific patient of yours by using the Search my Patients search box at the top of the screen.
Review Patient Chart via Location’s list of Patients
- Use the advanced search feature. Click Display Patients under the Patient Manager.
- Use the patient search box to search for patients. Once you type the desired information into the appropriate search fields, click search.
Note: The patient search box allows you to locate a patient using any combination of the advanced search filters. Use this search when covering for a colleague or looking for a discharged patient. - Once you’ve located the patient click their name to open their patient record.
- From the patient chart, you can review the patient’s demographic information as well as information related to their case and treatment.