You can quickly open a patient's chart directly from the Visits dashboard, using one of two methods.


1. Click Visits from the main menu to open the Visits dashboard.

2. To open a patient's chart in a separate browser tab, click the patient's name in the list.

2. To open a patient's chart in the same tab you are currently working in, click anywhere on the line other than the patient's name. In the window that appears, click the icon to Open Patient (looks like a health card icon, in the top right corner).

📌 Note: if you open the patient chart and then start the encounter, make sure to attach your encounter to today's appointment.

Updated June 1, 2021

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