To help you use the TELUS Collaborative Health Record to its full potential, we send CHR tips via the support chat.
View the tips below:
Avoid adding duplicate patient charts (PEI only)
Tips | Description |
Perfect your patient header with interactive data | March 6, 2023
The patient data types you see in the header are specific to you.
So add the vitals, lab results, scores, enrollment status, and other patient data you always want to check or click and update faster.
To start customizing, select the gear icon in the patient data header.
For steps to add or edit the header, refer to Customizing the patient data header. |
Accessing the CHR help centre | January 23, 2022
Find the support you need using the CHR help centre! You can access valuable learning resources such as training videos, release notes, webinar recordings, step-by-step help guides, and more. From your CHR chat bubble, click Search articles… to get started! For more details, refer to Getting help.
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Managing frequent injections | Oct 4, 2022
Flu season is here. You can use clinic-wide templates to quickly and consistently record patient immunizations. In addition to consistent data entry, injection templates save time by auto-populating data instead of manually entering dose, site, route, etc. For more information, see Managing clinic-wide frequent injections. |
Using the patient summary view | September 6, 2022
Want to see all the important information on a patient at a glance? The summary is the best way to navigate patient charts and helps you complete your encounters more efficiently. It remains visible when you are within an encounter, allowing you to perform all required actions from a single screen. To open the summary, click the summary icon in the top-right corner of a patient chart.
For more information, see Navigating the patient summary. |
Changing a patient’s preferred notification method | August 8, 2022
Appointment notifications, messages and Qnaires are sent to the patient's preferred notification method but do you ever wonder what that is? You can verify or change a patient's preferred notification method (email, SMS, both or none) by clicking Update Information within the dashboard view of the patient's chart. For more information, see Setting a patient's preferred notification method.
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Quickly booking time off | July 25, 2022
Booking time off through the schedule can be useful for meetings or afternoons off, or if you need to block time to do admin work. This time slot becomes unavailable for online booking. Go to your schedule and click +Add > Off Time in the top-right corner. For detailed instructions, see Adding and removing time off in the schedule.
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CHR Webinar Invitation: Optimising your appointment booking workflow | July 12, 2022
Join us for a free webinar and learn how to streamline your appointment workflow and improve your patient experience. Date: Friday, August 19, 2022 Time: 12:00 PM - 1:00 PM EST Click here and reserve your spot today! Can’t make it? No problem! All registrants receive a copy of the recorded webinar along with additional learning resources. |
Filtering your inbox | June 28, 2022
Does your inbox load slowly? Want to see only the inbox items that apply to you? You can easily filter your inbox to focus on messages and items that are important to you. Filtering an inbox also helps it load faster. For more information, see Filtering your inbox. |
Exporting and printing patient charts | June 13, 2022
If you ever need to send a patient’s chart to their new clinic or insurance company, you can easily export it. You can decide to include all or only some information of the patient chart. The PDF document can then be downloaded, printed, emailed or faxed. For more information, see Printing and exporting patient charts.
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Managing reminders for booked appointments
| May 30, 2022
Are there times when you want to quickly add, remove or customise a reminder for a patient’s existing appointment ? Or simply add an additional Qnaire to the appointment? From the schedule, select the patient’s appointment and click the Reminders tab:
For more information, see Managing appointment reminders for a single appointment |
Scheduling reminder tasks using messages | May 16, 2022
You can set a recall task for yourself or your admin to follow up with a patient on a future date. Create an internal message from the patient chart, then snooze the message until the date you want to follow up. Click the clock icon within the message and choose the Snooze Until date. The message will appear in the inbox on that date. Have a look at the complete workflow: Snoozing your inbox items. |
Avoid adding duplicate patient charts(PEI only) | May 3, 2022
You can quickly search for and add patients to the CHR from the Client Registry, saving you time and keeping the CHR free of unnecessary clutter. Always select the Registry checkbox when searching for patients, before manually creating a new patient chart. For more information, see Adding a patient from the Client Registry to the CHR. |
Opening the CHR in multiple windows | April 18, 2022 |
Troubleshooting virtual visits | April 4, 2022
One of the benefits of the CHR is our integrated virtual visits. To ensure that each visit runs smoothly, be prepared to troubleshoot with your patients when required. See our virtual visit tips to learn the most common reasons why they fail and how to quickly get visits started with your patients. |
CHR Webinar Invitation: Engaging patients as active participants in their own care | March 21, 2022
Join us for a free webinar and learn more about the interactive patient engagement tools available in the TELUS Collaborative Health Record (CHR). Date: Friday, April 22, 2022 Time: 12:00 PM - 1:00 PM (UTC-04:00) Eastern Time (US & Canada) Can’t make it? No problem! All registrants will receive a copy of the recorded webinar along with additional learning resources on how to configure the tools demonstrated. |
Privacy and security in the CHR | March 07, 2022
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Avoiding SMS overage charges | February 22, 2022
Each provider at your clinic gets 1000 free text messages to send to their patients per month. |
Updated October 6, 2022