Collaborative Health Record (CHR)

Admin and configuration

Inviting new users

Granting or restricting individual user access to areas and features of the CHR

Modifying user permissions

User permissions

How to create and edit roles that grant user permissions to groups of users.

Managing user roles

Assigning multiple users to a role

Updating users' general profile information and settings

Enabling users to attach documents and other files to patient charts

Send messages, search availability, and filter your schedule or inbox with user groups.

Creating user groups

Deactivating CHR user accounts

Managing users (administrators)

Adding a new provider (Alberta)

Adding a new provider (British Columbia)

Adding a new provider (Manitoba)

Adding a new provider (Ontario)

Adding new providers and users (PEI)

Adding locums

Adding a new provider (New Brunswick)

New providers

Updating your clinic's account information

Creating clinic-wide login messages for users

Adding your logo and clinic branding to patient communications

Account settings

Setting up your Zebra label printer

Setting up your Brother label printer

To print patient labels, you require a Dymo Labelwriter 450 or 550 label printer

Setting up your Dymo Labelwriter printer

Troubleshooting - no Dymo printer detected

Configuring Integrated eFax

Integrated eFax

Fax and printer settings

Account-wide security settings

Configuring account-wide security settings

Unlocking user accounts

Changing user passwords

Viewing user activity and access logs

Enabling single sign on (SSO)

Enforcing the use of single sign-on (SSO)

Enabling two-factor authentication (2FA) for other users

Disabling two-factor authentication (2FA) for other users

Security settings

Using data exports to extract clinic-wide data

Exporting data from the CHR

What is included when you export data from the CHR

Data export categories and content

Exporting patient charts to a XML file (Ontario)

Importing patient charts from XML files (Ontario)

Data exports and imports

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.