Collaborative Health Record (CHR)

The Collaborative Health Record (CHR) has many customizations you can use to fit your clinic and users' specific needs. The following list can be used to configure the CHR.

<a href="https://help.inputhealth.com/en/articles/699088-creating-a-letterhead">Letterheads</a>

<a href="https://help.inputhealth.com/en/articles/1430162-organizing-your-templates-into-folders">Folders (Qnaires, letters, forms and encounter notes)</a>

<a href="https://help.inputhealth.com/en/articles/1427754-creating-message-templates">Message templates</a>

<a href="https://help.inputhealth.com/en/articles/4597281-creating-custom-patient-groups">Patient groups</a>

<a href="https://help.inputhealth.com/en/articles/1263763-configuring-signatures">Provider signatures</a> 

- <a href="https://help.inputhealth.com/en/articles/699088-creating-a-letterhead">Letterheads</a>
- <a href="https://help.inputhealth.com/en/articles/6407626-adding-your-logo">Logo</a>
- <a href="https://help.inputhealth.com/en/articles/1430162-organizing-your-templates-into-folders">Folders (Qnaires, letters, forms and encounter notes)</a>
- <a href="https://help.inputhealth.com/en/articles/1427754-creating-message-templates">Message templates</a>
- <a href="https://help.inputhealth.com/en/articles/4597281-creating-custom-patient-groups">Patient groups</a>
- <a href="https://help.inputhealth.com/en/articles/1263763-configuring-signatures">Provider signatures</a> 

<a href="https://help.inputhealth.com/en/articles/5647882-customizing-the-text-on-your-patient-facing-appointment-booking-site">eBooking</a>

<a href="https://help.inputhealth.com/en/articles/5742581-customizing-the-text-on-your-ereferral-portal">eReferral</a> 

<a href="https://help.inputhealth.com/en/articles/6741437-customizing-the-text-on-your-patient-portal">Patient Portal</a> 

- <a href="https://help.inputhealth.com/en/articles/5647882-customizing-the-text-on-your-patient-facing-appointment-booking-site">eBooking</a>
- <a href="https://help.inputhealth.com/en/articles/5742581-customizing-the-text-on-your-ereferral-portal">eReferral</a> 
- <a href="https://help.inputhealth.com/en/articles/6741437-customizing-the-text-on-your-patient-portal">Patient Portal</a> 

<a href="https://help.inputhealth.com/en/articles/4630072-creating-and-using-payment-tags">Billing</a>

<a href="https://help.inputhealth.com/en/articles/6461292-adding-private-billing-products-and-services">Products (Private Billing)</a>

<a href="https://help.inputhealth.com/en/articles/6463792-configuring-your-private-billing-settings">Private Billing</a>

- <a href="https://help.inputhealth.com/en/articles/4630072-creating-and-using-payment-tags">Billing</a>
- <a href="https://help.inputhealth.com/en/articles/6461292-adding-private-billing-products-and-services">Products (Private Billing)</a>
- <a href="https://help.inputhealth.com/en/articles/6463792-configuring-your-private-billing-settings">Private Billing</a>

<a href="https://help.inputhealth.com/en/collections/2400601-pathways#settings">Pathways</a>

- <a href="https://help.inputhealth.com/en/collections/2400601-pathways#settings">Pathways</a>

<a href="https://help.inputhealth.com/en/articles/1454500-enabling-and-customizing-the-patient-portal">Patient portal</a>

<a href="https://help.inputhealth.com/en/articles/727640-creating-and-modifying-qnaires">Qnaires</a>

<a href="https://help.inputhealth.com/en/articles/1419008-adding-your-clinic-logo-or-clinic-name-to-qnaires">Qnaire appearance</a> 

<a href="https://help.inputhealth.com/en/articles/1430208-creating-custom-welcome-text-and-disclaimers">Qnaire disclaimer</a>

- <a href="https://help.inputhealth.com/en/articles/1454500-enabling-and-customizing-the-patient-portal">Patient portal</a>
- <a href="https://help.inputhealth.com/en/articles/727640-creating-and-modifying-qnaires">Qnaires</a>
- <a href="https://help.inputhealth.com/en/articles/1419008-adding-your-clinic-logo-or-clinic-name-to-qnaires">Qnaire appearance</a> 
- <a href="https://help.inputhealth.com/en/articles/1430208-creating-custom-welcome-text-and-disclaimers">Qnaire disclaimer</a>

<a href="https://help.inputhealth.com/en/articles/1698456-customizing-your-encounter-settings">Encounter settings</a>

<a href="https://help.inputhealth.com/en/articles/4606242-applying-a-form-status">Form status</a>

<a href="https://help.inputhealth.com/en/articles/4747662-formulary-settings">Frequent medications</a>

<a href="https://help.inputhealth.com/en/articles/5628751-managing-clinic-wide-frequent-injections">Injections</a>

<a href="https://help.inputhealth.com/en/articles/1465473-customizing-the-patient-dashboard">Patient dashboard</a>

<a href="https://help.inputhealth.com/en/articles/4457482-customizing-the-patient-header">Patient header</a>

<a href="https://help.inputhealth.com/en/articles/1253479-creating-patient-status-tags">Patient status tags</a>

<a href="https://help.inputhealth.com/en/articles/1454466-customizing-the-patient-summary-view">Summary view</a>

- <a href="https://help.inputhealth.com/en/articles/1698456-customizing-your-encounter-settings">Encounter settings</a>
- <a href="https://help.inputhealth.com/en/articles/1261704-configuring-file-tags">File tags</a>
- <a href="https://help.inputhealth.com/en/articles/4606242-applying-a-form-status">Form status</a>
- <a href="https://help.inputhealth.com/en/articles/4747662-formulary-settings">Frequent medications</a>
- <a href="https://help.inputhealth.com/en/articles/5628751-managing-clinic-wide-frequent-injections">Injections</a>
- <a href="https://help.inputhealth.com/en/articles/5872391-customizing-your-start-open-menu">Menu</a>
- <a href="https://help.inputhealth.com/en/articles/1465473-customizing-the-patient-dashboard">Patient dashboard</a>
- <a href="https://help.inputhealth.com/en/articles/4457482-customizing-the-patient-header">Patient header</a>
- <a href="https://help.inputhealth.com/en/articles/1253479-creating-patient-status-tags">Patient status tags</a>
- <a href="https://help.inputhealth.com/en/articles/1454466-customizing-the-patient-summary-view">Summary view</a>

<a href="https://help.inputhealth.com/en/articles/5742324-configuring-your-ereferrals">eReferral</a>

<a href="https://help.inputhealth.com/en/collections/119097-referrals#referral-settings">Referral</a> 

- <a href="https://help.inputhealth.com/en/articles/5742324-configuring-your-ereferrals">eReferral</a>
- <a href="https://help.inputhealth.com/en/collections/119097-referrals#referral-settings">Referral</a> 

<a href="https://help.inputhealth.com/en/articles/3270126-appointment-tags">Appointment tags</a>

<a href="https://help.inputhealth.com/en/articles/1261455-creating-and-modifying-appointment-types">Appointment types</a>

<a href="https://help.inputhealth.com/en/collections/119051-schedules#configuring-ebooking">eBooking</a>

<a href="https://help.inputhealth.com/en/articles/727305-customizing-patient-appointment-notifications">Notifications</a>

<a href="https://help.inputhealth.com/en/articles/1258680-creating-presenting-issues">Presenting issues</a>

<a href="https://help.inputhealth.com/en/articles/1261531-creating-rooms-for-pathways-and-appointments">Rooms</a> 

<a href="https://help.inputhealth.com/en/articles/1711024-creating-flexible-schedule-templates">Working hours - flexible</a>

<a href="https://help.inputhealth.com/en/articles/1258637-adding-standard-working-hours-to-schedules">Working hours - standard</a>

<a href="https://help.inputhealth.com/en/articles/2950459-customizing-the-visits-dashboard">Visits dashboard</a>

- <a href="https://help.inputhealth.com/en/articles/3270126-appointment-tags">Appointment tags</a>
- <a href="https://help.inputhealth.com/en/articles/1261455-creating-and-modifying-appointment-types">Appointment types</a>
- <a href="https://help.inputhealth.com/en/collections/119051-schedules#configuring-ebooking">eBooking</a>
- <a href="https://help.inputhealth.com/en/articles/727305-customizing-patient-appointment-notifications">Notifications</a>
- <a href="https://help.inputhealth.com/en/articles/1258680-creating-presenting-issues">Presenting issues</a>
- <a href="https://help.inputhealth.com/en/articles/1261531-creating-rooms-for-pathways-and-appointments">Rooms</a> 
- <a href="https://help.inputhealth.com/en/articles/1711024-creating-flexible-schedule-templates">Working hours - flexible</a>
- <a href="https://help.inputhealth.com/en/articles/1258637-adding-standard-working-hours-to-schedules">Working hours - standard</a>
- <a href="https://help.inputhealth.com/en/articles/2950459-customizing-the-visits-dashboard">Visits dashboard</a>

🎓 <b>eLearning course: </b><a href="https://learning.inputhealth.com/courses/chr-build-basic-letter-message-encounter-templates/index.html#/" rel="nofollow noopener noreferrer" target="_blank">Build basic letter, message, and encounter templates</a>

<a href="https://help.inputhealth.com/en/articles/694862-creating-encounter-templates">Encounter</a>

<a href="https://help.inputhealth.com/en/articles/699112-creating-letter-templates">Letter</a>

- <a href="https://help.inputhealth.com/en/articles/694862-creating-encounter-templates">Encounter</a>
- <a href="https://help.inputhealth.com/en/articles/6172383-forms">Form</a>
- <a href="https://help.inputhealth.com/en/articles/699112-creating-letter-templates">Letter</a>

🎓 <b>eLearning course: </b><a href="https://learning.inputhealth.com/courses/chr-verify-user-settings/#/" rel="nofollow noopener noreferrer" target="_blank">Verify user settings</a>

<a href="https://help.inputhealth.com/en/articles/1523822-inviting-new-users">Adding users</a> 

<a href="https://help.inputhealth.com/en/articles/5132159-creating-care-team-roles">Care team roles</a> 

<a href="https://help.inputhealth.com/en/articles/3453790-managing-user-roles">Roles</a> and <a href="https://help.inputhealth.com/en/articles/1523867-modifying-user-permissions">permissions</a>

<a href="https://help.inputhealth.com/en/articles/1285512-creating-user-groups">User groups</a>

- <a href="https://help.inputhealth.com/en/articles/1523822-inviting-new-users">Adding users</a> 
- <a href="https://help.inputhealth.com/en/articles/5132159-creating-care-team-roles">Care team roles</a> 
- <a href="https://help.inputhealth.com/en/articles/3453790-managing-user-roles">Roles</a> and <a href="https://help.inputhealth.com/en/articles/1523867-modifying-user-permissions">permissions</a>
- <a href="https://help.inputhealth.com/en/articles/1285512-creating-user-groups">User groups</a>

Configuring your CHR

Find answers and get help from Intercom Support and Community Experts

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Configuring your CHR

Administrative

Custom Text

Billing

Pathways

Patient facing

Patient charts

Referrals

Scheduling

Templates

Users