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Patient Chart Manager - Move Patient Chart

  • August 13, 2025
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Ensora Education Team
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Click to return to Patient Chart Manager - Table of Contents.

 

Select MOVE Patient Chart from the drop-down menu at the top right of the screen.

image-13.png
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  1. Move From Patient - Select the patient you want to move information FROM.

    image-15.png
     
  2. Move From Chart - Select the chart you want to move information FROM.

    image-16.png
     
  3. Move To Patient - Select the patient you want to move information TO.

    image-17.png
     
  4. Chart Move - Chart details will show in the bottom grid on the screen; click image-10.png to move the chart to selected patient.

    NOTE: Charts with Visits associated (i.e.: Progress Notes) can NOT be moved - they will need to be unbilled and unsigned BEFORE chart can be moved.

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