You can quickly open a patient's chart directly from the Visits dashboard, using one of two methods.
Steps
1. From the main menu, click Visits. The Visits dashboard opens.
2. To open a patient's chart in a separate browser tab, click the patient name in the list.
3. 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 top-right corner of the window that opens, click the icon to Open Patient (looks like a health card icon).
📌 Note: If you open the patient chart and then start the encounter, make sure to attach your encounter to today's appointment.
Updated December 29, 2021