Patients

Tara Macklin avatar Danny avatar Mitch Glazier avatar +5
49 articles in this collection
Written by Tara Macklin, Danny, Mitch Glazier and 5 others
Patient Dashboard

Navigating the patient dashboard

Use the patient dashboard to see important patient information at a glance
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Written by Julie Chartrand
Updated over a week ago

Defining a care team for a patient

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Written by Julie Chartrand
Updated over a week ago

Creating care team roles

When defining a patient's care team, create roles to properly identify each member of the team
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Written by Julie Chartrand
Updated over a week ago

Adding a preferred pharmacy

Specify the patient's pharmacy to streamline prescriptions
Tara Macklin avatar
Written by Tara Macklin
Updated over a week ago

Viewing Past and Future Appointments within a Patient Chart

Mitch Glazier avatar
Written by Mitch Glazier
Updated over a week ago

Reviewing recent activity

View recent changes and activity in a patient chart
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Written by Julie Chartrand
Updated over a week ago

Adding pop-up notes to patient charts

Use administrative notes to capture important reminders about patients
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Written by Julie Chartrand
Updated this week

Reviewing Patient Portal/Inbox Messages

Mitch Glazier avatar
Written by Mitch Glazier
Updated over a week ago

Printing or exporting patient charts

Print a full patient chart or export as PDF
Tara Macklin avatar
Written by Tara Macklin
Updated over a week ago

Restricting access to patient charts

Define who has access to specific patient charts
Tara Macklin avatar
Written by Tara Macklin
Updated over a week ago

Applying status tags to a patient chart

To capture important considerations about a patient, apply a status tag in their chart
Tara Macklin avatar
Written by Tara Macklin
Updated over a week ago

Merging patient charts

Combining duplicated charts or deleting duplicate charts
Tara Macklin avatar
Written by Tara Macklin
Updated over a week ago

Growth Chart Updates

New updates to our patient growth charts widget
Mitch Glazier avatar
Written by Mitch Glazier
Updated over a week ago