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:

Managing frequent injections

Using the patient summary view

Changing a patient’s preferred notification method

Quickly booking time off

Filtering your inbox

Exporting and printing patient charts

Managing reminders for booked appointments

Scheduling reminder tasks using messages

Avoid adding duplicate patient charts (PEI only)

Opening the CHR in multiple windows

Troubleshooting virtual visits

Privacy and security in the CHR

Avoiding SMS overage charges

Tip

Description

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.

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.

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.

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:

  • To edit or remove a reminder, select the specific reminder.

  • To add another reminder (with or without a Qnaire), click + Add.

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

Ever wish you could easily keep an eye on your schedule while navigating the CHR, without having to go back and forth? Simply open it in a separate window or tab. In the main menu, right-click the schedule icon (or control+click on Mac) and select Open link in new tab or Open link in new window.

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.

Learn more and register now

Privacy and security in the CHR

March 07, 2022


TELUS Health is committed to helping you to protect your patient data. Take action today and read about the various CHR privacy and security features that you can implement at your clinic.

Avoiding SMS overage charges

February 22, 2022

Each provider at your clinic gets 1000 free text messages to send to their patients per month.
See these tips and a video on how to avoid exceeding those 1000 SMS messages per month.

Updated October 6, 2022

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