🎞️ 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 following views:
In addition, you can access the following functions from the top of the chart:
Navigation Menu
More actions menu
Patient demographics
The top of the patient chart contains demographic information such as the patient's name, age, preferred pronouns and practitioners.
By default, the patient's name displays as First name “Preferred name” Last name. You can change the format to Preferred name/First name Last name, or Prefix First name "Preferred name" Middle name Last name. For more information, refer to Modifying your user preferences.
💡 Tip: To quickly copy the patient's name, click the name in the header. The name copies to your clipboard, matching your preferred display format.
To see additional demographic information at a glance, hover your cursor over the patient’s name in the header.
The following information displays in the demographics snapshot pop-up window, if it is available:
The patient's full name
Preferred pronouns
Date of birth and age (if the patient is deceased, the age is the age at the time of death)
Sex and gender identity
Picture
Severe allergies
All health IDs
CHR Chart ID (if Settings > Patient > Show Chart ID in header is set to Yes)
All phone numbers
Email address
Full address
Primary practitioner
Family doctor
Preferred pharmacy
Status tags
Client Registry status
From the demographics snapshot, click More actions to open the patient's chart, print a label, or update patient demographics.
💡 Tip: You can quickly copy the patient name or other information to paste it elsewhere, such as into a form or patient label. In the patient demographics window, highlight any information and press Ctrl{Cmd} + C on your keyboard. Then, paste it where you need it using Ctrl {Cmd} + V.
Patient dashboard view
The dashboard view of the patient chart displays the patient's contact information, street address, and notification method.
To update any patient demographics, click Update patient (either the button or the pencil icon to the right of the patient's name). For more information about updating demographics, refer to Adding a patient.
📌 Note: For PEI users, update demographic information from the Patient Data section in the chart. Refer to Updating patient demographic information (PEI) for more information.
The dashboard view of the patient chart also 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 view icon at the top of the chart.
For more information about using the patient dashboard and its various widgets, refer to Customizing the patient dashboard.
Patient summary view
💡 Tip: The CHR remembers your last used view; Summary view or Dashboard view (including split screen). When you open a new chart, your last used view appears.
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 view icon at the top of the chart.
The summary is highly customizable. Each provider can customize their summary view in their preferred way. For new users, by default, it opens as a split screen. This allows you to engage in an encounter or access another part of the patient chart while being able to review key pieces of information.
For more information about using the patient summary, see:
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 Flowsheets icon at the top of the patient chart. For more information about using flowsheets, refer to Flowsheets.
Menu
This navigation menu shows a list of all sections in the patient chart, so that you can easily navigate and add content to the chart. For more information, refer to Overview of the Menu.
More actions menu
Quickly access frequently-used actions from the More actions menu.
Send internal message
To send an internal message to a team member about the patient, click the Send internal message icon at the top of the chart.
For more information, refer to Creating and sending messages.
Start new encounter
To quickly start a new encounter from anywhere in the patient chart, click the Start new encounter icon at the top of the chart.
Updated June 24, 2026