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Patients
Patients
+1
44 articles in this collection
Written by
Alex MacNeil,
Ingrid Spence,
Tracy Walsh
and 1 other
Navigating patient charts
Printing patient labels (Dymo printer)
Use a Dymo Labelwriter 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
Patient demographics
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 over a week ago
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
Patient dashboard
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 this week
Patient privacy
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 this week
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
Patient summary
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
Patient data
Navigating Patient Data in the Patient Chart
How to navigate patient data in the patient's chart.
Written by
Alex MacNeil
Updated yesterday
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
Patient files
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
Cases
Case Settings
Written by
Ingrid Spence
Updated yesterday
Creating Custom Case Templates
Written by
Ingrid Spence
Updated over a week ago
Patient settings
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