Overview of the Start/Open menu

Whether you're initiating a new patient encounter, managing prescriptions, or reviewing Qnaire responses, you can access specific sections in the patient’s chart in the Quick Menu or the Start/Open menu.

💡Tip: To view sections of the Start/Open menu in split screen, click the split screen icon next to the desired section. 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
Start New Encounter	Start a new encounter in the CHR and track patient interactions. 📌Note: If you start an encounter from here, the appointment is not linked, but if the patient has an appointment today, you are invited to link the encounter with that appointment.
Send Qnaire	Send a Qnaire from any user to a patient instantly from the patient chart.
Message Patient	Send a secure message to a patient through the patient portal or TELUS Collaborative Health Record (CHR) Connect, depending on your clinic's app.
Start Pathway	Begin a new pathway card for a patient with or without an appointment to track them through your clinic workflow.
Print Label	Print patient labels directly from the TELUS CHR using a Brother, Dymo, or Zebra label printer.
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	Create, view, manage or send letters related to the patient.
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 created 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.

Updated October 8, 2024