Skip to main content
All CollectionsPatient chartsNavigating patient charts
Quick start guide: Navigating the patient chart
Quick start guide: Navigating the patient chart
Updated over a year ago

Quick start: This topic provides a high level overview of the steps required to quickly complete the task. For detailed instructions, refer to the comprehensive help topic Viewing patient charts.

Summary view

1. Select the Summary icon at the top of the chart.

2. Click the arrow to the right of any section heading in the summary to see a split screen view. 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 from the summary.

Dashboard view

  1. Select the Dashboard icon at the top of the chart.

Quick Menu

From the Quick Menu widget in the dashboard view, select any option to open that section of the chart and see a list of items.

Start/Open menu

From the Start/Open menu, select any option to open that section of the chart and see a list of items. If you were in Summary view, the selected item opens in a split screen view with the patient summary.

Updated March 20, 2023

Did this answer your question?