Patients

Remembering patients as you navigate

Easily access patient charts you recently opened

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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

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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

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Written by Julie Chartrand
Updated yesterday

Using Growth Charts

How to utilize a Growth Chart?

Written by Alison Brunskill
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 Danny
Updated this week

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

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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 this week

Enabling privacy mode

Blur patient names on your scheduler and opened charts list

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Written by Julie Chartrand
Updated this week

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

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Written by Julie Chartrand
Updated this week

Viewing and restoring archived patient charts

View and reactivate archived patients

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Written by Julie Chartrand
Updated this week

Viewing patient folders

View patients using pre-determined filters

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Written by Julie Chartrand
Updated this week

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 this week

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

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

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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

Written by Mitch Glazier
Updated over a week ago

Printing or exporting patient charts

Print a full patient chart or export as PDF

Written by Tara Macklin
Updated over a week ago

Restricting access to patient charts

Define who has access to specific patient charts

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

Written by Tara Macklin
Updated over a week ago

Merging patient charts

Combining duplicated charts or deleting duplicate charts

Written by Tara Macklin
Updated over a week ago

Growth Chart Updates

New updates to our patient growth charts widget

Written by Mitch Glazier
Updated over a week ago

Searching for data in patient charts

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

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Written by Julie Chartrand
Updated yesterday

Customizing the patient summary

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

Written by Tara Macklin
Updated over a week ago

Navigating the patient summary

Use the summary to see important patient information at a glance

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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

Accessing Health Profile

Written by Ingrid Spence
Updated yesterday

Updating Health Profile Sections

Adding, removing and editing information in Health Profile Sections.

Written by Ingrid Spence
Updated over a week ago

Adding Health Profile to an Encounter (and 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

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Written by Julie Chartrand
Updated over a week ago

Viewing and modifying patient files

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

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Written by Julie Chartrand
Updated over a week ago

Configuring file tags

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

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Written by Julie Chartrand
Updated over a week ago

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

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Written by Julie Chartrand
Updated over a week ago

Associating Dates to Patient Files

How to view and modify dates associated with Patient Files

Written by Mitch Glazier
Updated over a week ago