Patients

Printing patient labels

Use a Brother, Dymo, or Zebra label printer to print patient labels

Written by Julie Chartrand
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

Remembering patients as you navigate

Easily access patient charts you recently opened

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

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

Written by Ingrid Spence
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

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

Adding patients

Adding a new patient to your system

Written by Tracy Walsh
Updated over a week ago

Adding a patient from the Client Registry to the CHR (PEI)

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

Searching for patients

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

Written by Julie Chartrand
Updated over a week ago

Updating patient demographic information (PEI)

Written by Tracy Walsh
Updated over a week ago

Data exchanged between the CHR and the Client Registry (PEI)

Written by Tracy Walsh
Updated today

Verifying demographics with MSP (British Columbia)

Ensure patients are eligible for insured services

Written by Julie Chartrand
Updated over a week ago

Updating patient avatars (chart pictures)

Written by Julie Chartrand
Updated over a week ago

Setting patients' preferred pharmacy

Specify the patient's pharmacy to streamline prescriptions

Written by Julie Chartrand
Updated over a week ago

Merging patient charts

Combine or delete duplicate charts

Written by Julie Chartrand
Updated over a week ago

Archiving patient charts

Remove patients from your patient list, such as for deceased patients

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

Applying status tags to a patient chart

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

Written by Julie Chartrand
Updated over a week ago

Customizing 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 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

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

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 over a week ago

Enabling privacy mode

Blur patient names on your scheduler and opened charts list

Written by Julie Chartrand
Updated over a week ago

Restricting access to patient charts

Define who has access to specific patient charts

Written by Julie Chartrand
Updated over a week ago

Gaining access to a restricted patient chart

Written by Tracy Walsh
Updated over a week ago

Viewing activity and access logs for a chart

View recent changes and activity in a patient chart

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

Customizing the patient summary view

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

Written by Julie Chartrand
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 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 over a week ago

Viewing and modifying patient files

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

Written by Julie Chartrand
Updated over a week ago

Configuring file tags

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

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

Written by Julie Chartrand
Updated over a week ago

Case Settings

Written by Ingrid Spence
Updated over a week ago

Creating Custom Case Templates

Written by Ingrid Spence
Updated over a week ago

Customizing the patient header

Add important information to the patient header

Written by Julie Chartrand
Updated over a week ago

Setting default patient avatars

Written by Ingrid Spence
Updated over a week ago

Enabling chart IDs

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

Written by Julie Chartrand
Updated over a week ago

Adding additional patient identifiers

Add other provincial health card or private IDs to patient charts

Written by Julie Chartrand
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 Julie Chartrand
Updated over a week ago