Updating patient charts for CDM dashboards
Updated over a week ago

Chronic disease management dashboards pull information from different sections of the patient chart in order to assess the compliance of patients with a chronic disease.

To use the dashboards, you need to record information in the Health profile, patient data, patient vitals, forms, labs or medications.

💡 Tip: In any report, you can see where in the patient chart the data is coming from. Simply click a portion of the chart, and at the top of the window that appears, click to expand the filters.

For example, in the Smoking Status report, you can see that the dashboard is looking at the “Social History” records to determine the patient’s smoking habits.

Health Profile

For a patient to appear in the CDM dashboards, their diagnosis needs to be recorded in the Medical History section of their Health Profile. The diagnosis entered there must contain the value entered in the Diagnosis Description or Diagnosis Code filters in the dashboard.

You can also record information, like the smoking status, in the Social History section of their Health Profile.

📌 Note: The Smoker status in the CDM COPD dashboard includes the following smoking statuses: Current Smoker with attempts to Quit, Current Smoker (daily), Smoker, Occasional (non-daily).

Patient data

You can record a patient's preventive care or CDM compliance in the patient summary, under Patient Data.

For example, under Preventive Care, you can enter the date the patient received the Influenza or Pneumovax vaccine (see Reviewing and updating patient preventive care compliance), and under CDM, the date of their last foot or dilated eye exam.

📌 Note: If you don’t see the required properties, you can add them by clicking the gear icon in the top-right corner of the Patient Data section.

You can also record patient Vitals. The body mass index (BMI) and blood pressure of patients with CAD, diabetes, hypertension or heart failure is used in the CDM dashboards.


Some reports may use forms that have been completed in the Forms section of the patient chart, for example the “Asthma Action Plan” form that needs to be updated each year for asthmatic patients. For more information, see Using electronic forms.


CDM dashboards can help you see if patients with a chronic disease are due for tests, like the LDL Cholesterol, Creatinine or ACR Urine tests, or if their results for these tests are abnormal.

For the patient to be considered compliant, or for their results to be included in reports, they must have a test result in the patient chart (under the Lab Results section or Patient Data > Latest Lab Results).


CDM dashboards also look at the medication the patient is currently taking, for example blood pressure medication for hypertensive patients. Medications need to be prescribed in the CHR or added in the Medications section of the patient chart.

💡 Tip: The Medications Due dashboard allows you to see data on patients that have been prescribed a continuous medication that may need to be renewed. See CDM Medications Due dashboard.

Updated October 28, 2022

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