Patients

Alex MacNeil avatar Ingrid Spence avatar Tracy Walsh avatar +2
51 articles in this collection
Written by Alex MacNeil, Ingrid Spence, Tracy Walsh and 2 others
Patient List

Adding a patient

Adding a new patient to your system
Tracy Walsh avatar
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
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Written by Tracy Walsh
Updated over a week ago

Verifying demographics with MSP (BC)

Ensure patients are eligible for insured services
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Written by Julie Chartrand
Updated over a week ago

Searching for patients

Use the patient search to easily find patients and open their chart
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Written by Julie Chartrand
Updated over a week ago

Enabling privacy mode

Blur patient names on your scheduler and opened charts list
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Written by Julie Chartrand
Updated over a week ago

Creating custom patient groups

Use patient groups to easily find patients who share similar status tags
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Written by Ingrid Spence
Updated over a week ago

Archiving patient charts

Removing or deleting a patient from your patient list
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Written by Julie Chartrand
Updated over a week ago

Viewing and restoring archived patient charts

View and reactivate archived patients
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Written by Julie Chartrand
Updated over a week ago

Viewing patient folders

View patients using pre-determined filters
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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
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Written by Julie Chartrand
Updated over a week ago

Filtering the patient list

Filter and sort the patient list to easily find a subset of patients that meet your criteria
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Written by Julie Chartrand
Updated over a week ago
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
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Written by Julie Chartrand
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 over a week ago

Printing or exporting patient charts

Print a full patient chart or export as PDF
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Written by Julie Chartrand
Updated over a week ago

Viewing historic messages related to a patient

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Written by Ingrid Spence
Updated over a week ago

Restricting access to patient charts

Define who has access to specific patient charts
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Written by Julie Chartrand
Updated over a week ago

Merging patient charts

Combining duplicated charts or deleting duplicate charts
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Written by Julie Chartrand
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
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Written by Julie Chartrand
Updated over a week ago