🎞️ View video tutorial: Opening and navigating patient charts

Patient charts in the TELUS Collaborative Health Record (CHR) are highly customizable and enable you to choose exactly what is important for you to see and to access all charting functions.

Patient charts include the patient demographics and the choice between the following views:

In addition, you can access the following functions from the top of the chart:

Patient demographics

The top of the patient chart contains the patient's demographics, contact information and notification method. To update any of this information, click Update Information.

For more information about updating demographics, see Adding a patient.

📌 Note: For PEI users, update demographic information from the Patient Data section in the chart. See Updating patient demographic information (PEI) for more information.

💡 Tip: You can quickly copy the patient demographic information (age, date of birth, sex/gender, patient ID) that appears at the top of a patient chart to paste it elsewhere, such as into a form or patient label. In the demographics header, click on the patient information and it is copied to your clipboard. Then, paste it where you need it using Ctrl{Cmd}+P on your keyboard.

Patient summary view

The summary view of the patient chart shows the complete patient profile or cumulative patient profile (CPP). This is where you see key information regarding a patient’s medical history, social history, medications, allergies, previous visits, and so on. This view is best for clinicians.

To see the patient summary, click the summary icon at the top of the chart.

By default, it opens as a split screen, allowing you to engage in an encounter or access another part of the patient chart while being able to review key pieces of information. The summary is highly customizable. Each provider can set up their summary view in their preferred way.

For more information about using the patient summary, see:

Patient dashboard view

The dashboard view of the patient chart shows a customizable collection of widgets or tiles that provide a summary of patient information and shortcuts to all other areas of the patient chart. This view is best for front-end staff.

To see the dashboard, click the dashboard icon at the top of the chart.

You can drag and drop these tiles in different areas of the dashboard to bring the most relevant ones near the top.

For more information about using the patient dashboard and its various widgets, see Customizing the patient dashboard.

Patient flowsheets view

Patient flowsheets centralize lab results and key patient data points to enable monitoring disease-specific patient information from one easy to use area.

To see flowsheets, click the flowsheet icon at the top of the patient chart. For more information about using flowsheets, see Flowsheets.

Start/Open menu

This menu shows a list of all sections in the patient chart, so that you can easily navigate and add content to the chart.


To send an internal message to a team member about the patient, click the messaging icon at the top of the chart.

For more information, see Creating and sending messages.

Updated February 12, 2022

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