Patients

Remembering patients as you navigate

Easily access patient charts you recently opened

Written by Julie Chartrand
Updated over a week ago

Creating an auto fill cover page template

Written by Ingrid Spence
Updated over a week ago

Case Settings

Written by Ingrid Spence
Updated over a week ago

Navigating patient charts

Learn about the different views and functions in charts

Written by Julie Chartrand
Updated over a week ago

Messages Feature within the Patient Chart

Understanding how messages work on a fundamental level.

Written by Alex MacNeil
Updated over a week ago

Creating Custom Case Templates

Written by Ingrid Spence
Updated over a week ago

Growth charts

Track a child's development with a growth chart

Written by Julie Chartrand
Updated over a week ago

Using growth charts

View measurements in a table or chart to track their development

Written by Julie Chartrand
Updated over a week ago

Setting up your Dymo Labelwriter 450 printer

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

Written by Julie Chartrand
Updated yesterday

Adding a patient

Adding a new patient to your system

Written by Tracy Walsh
Updated over a week ago

Using a swipe card reader (Ontario)

Swipe a patient's health card to quickly add them to the system

Written by Tracy Walsh
Updated over a week ago

Verifying demographics with MSP (BC)

Ensure patients are eligible for insured services

Written by Julie Chartrand
Updated yesterday

Searching for patients

Use the patient search to easily find patients and open their chart

Written by Julie Chartrand
Updated over a week ago

Enabling privacy mode

Blur patient names on your scheduler and opened charts list

Written by Julie Chartrand
Updated yesterday

Creating custom patient groups

Use patient groups to easily find patients who share similar status tags

Written by Ingrid Spence
Updated over a week ago

Archiving patient charts

Removing or deleting a patient from your patient list

Written by Julie Chartrand
Updated over a week ago

Viewing and restoring archived patient charts

View and reactivate archived patients

Written by Julie Chartrand
Updated over a week ago

Viewing patient folders

View patients using pre-determined filters

Written by Julie Chartrand
Updated over a week ago

Applying mass actions to the patient list

Open all of your patients for today, close all opened charts, and apply changes to multiple charts

Written by Julie Chartrand
Updated over a week ago

Navigating the patient dashboard

Use the patient dashboard to see important patient information at a glance

Written by Julie Chartrand
Updated over a week ago

Defining a care team for a patient

Written by Julie Chartrand
Updated yesterday

Creating care team roles

When defining a patient's care team, create roles to properly identify each member of the team

Written by Julie Chartrand
Updated over a week ago

Adding a preferred pharmacy

Specify the patient's pharmacy to streamline prescriptions

Written by Tara Macklin
Updated over a week ago

Viewing Past and Future Appointments within a Patient Chart

Written by Mitch Glazier
Updated over a week ago

Reviewing recent activity

View recent changes and activity in a patient chart

Written by Julie Chartrand
Updated yesterday

Adding pop-up notes to patient charts

Use administrative notes to capture important reminders about patients

Written by Julie Chartrand
Updated over a week ago

Printing or exporting patient charts

Print a full patient chart or export as PDF

Written by Julie Chartrand
Updated yesterday

Viewing historic messages related to a patient

Written by Ingrid Spence
Updated over a week ago

Restricting access to patient charts

Define who has access to specific patient charts

Written by Julie Chartrand
Updated yesterday

Applying status tags to a patient chart

To capture important considerations about a patient, apply a status tag in their chart

Written by Tara Macklin
Updated over a week ago

Merging patient charts

Combining duplicated charts or deleting duplicate charts

Written by Julie Chartrand
Updated this week

Searching for data in patient charts

Find specific files, lab results, and other data in a patient chart

Written by Julie Chartrand
Updated over a week ago

Customizing the patient summary

Configure your summary view to display exactly what you want to see

Written by Julie Chartrand
Updated over a week ago

Navigating the patient summary

Use the summary to see important patient information at a glance

Written by Julie Chartrand
Updated over a week ago

Enabling chart IDs

Use the unique chart IDs generated by the CHR to track your patients

Written by Alex MacNeil
Updated over a week ago

Adding additional patient identifiers

Add other provincial health card or private IDs to patient charts

Written by Tara Macklin
Updated over a week ago

Creating patient status tags

Use status tags to capture additional information about patients that is not captured in their chart

Written by Tara Macklin
Updated over a week ago

What is patient data

How you can customize your clinic's data collection.

Written by Tara Macklin
Updated over a week ago

Navigating Patient Data in the Patient Chart

How to navigate patient data in the patient's chart.

Written by Alex MacNeil
Updated over a week ago

Set Display Option for Patient Data

How to configure the Display Option for Patient Data/Templates

Written by Mitch Glazier
Updated over a week ago

Health profile

Written by Ingrid Spence
Updated over a week ago

Adding goals of care

Written by Julie Chartrand
Updated over a week ago

Recording a patient's medical history

Written by Julie Chartrand
Updated over a week ago

Recording patient surgical history

Written by Julie Chartrand
Updated over a week ago

Recording patient family history

Written by Julie Chartrand
Updated over a week ago

Recording patient social history

Written by Julie Chartrand
Updated over a week ago

Viewing patient risk factors

Written by Julie Chartrand
Updated over a week ago

Adding health profile to an encounter or letter template

Written by Ingrid Spence
Updated over a week ago

Uploading patient files

Add documents from your computer (such as scans or photos) into patient charts

Written by Julie Chartrand
Updated yesterday

Viewing and modifying patient files

Once files are uploaded to a patient chart, you can view and manage them

Written by Julie Chartrand
Updated yesterday

Configuring file tags

Set up custom file tags to categorize patient files for quick access

Written by Julie Chartrand
Updated this week

Removing a file from a patient chart and attaching it to the correct patient chart

What to do if you attach a fax or document to the wrong patient

Written by Julie Chartrand
Updated yesterday