You can access specific sections in the patient’s chart from the navigation Menu.
💡Tip: You can view two sections of the chart side-by-side in split screen. Refer to Viewing patient chart sections in split screen for more information.
The following table breaks down each menu item in detail:
Menu item | Description |
Health profile | Access the cumulative patient profile (CPP) to record, track, and maintain structured health data consistently across the patient's continuum of care. |
Messages | View messages related to the patient. |
Patient data | Access the patient's demographic data, vitals, and any custom patient data configured in your system. |
Encounters | View all encounter notes for the patient. |
Lab results | View, sort, or manually add the patient's lab results. Select which results to display in the summary. |
Patient files | View, modify or add documents and files saved in the patient chart. |
Letters | |
Cases | Create and manage ongoing patient cases. |
Referrals | View and edit referrals for the patient. You can also add a letter. |
Allergies | Record or view a patient's drug and non-drug allergies and any adverse reactions. |
Forms | Open, fill out, and print or send electronic forms from the patient chart. |
Prescriptions | Create and view prescriptions for the patient in the CHR. 📌Note: You cannot record externally-prescribed medications from this area. |
Medications | Create prescriptions or record externally-prescribed and over-the-counter medications. View all of the patient's current and past medications, whether prescribed by someone in the clinic or elsewhere. |
Injections | Record or view information about patient injections or immunizations. |
Qnaire responses | View patient responses to Qnaires. |
Scheduled qnaires | Configure scheduled and recurring Qnaires to automatically send at a date and time that you choose. |
Private billing | Create a private bill to bill a patient directly for services they are responsible for paying. |
Insured billing | Create an insured bill for services covered by provincial health insurance. |
Appointments | View all appointments for a patient, past and present. |
Admin notes | Create and manage important notes added to the patient chart. |
Patient outbox | Review sent items linked to a particular patient, review details and confirm status of a sent fax. |
Pathway history | View the history of chat messages sent to a patient before or during a virtual visit and saved to the patient's chart. |
Tasks | View and manage tasks for this patient, and add a new task. |
Updated June 25, 2026