Patient Chart - Open a Chart

The patient chart can be pulled up a number of ways. The most common way to pull up the patient’s chart from the My Client List. You can also pull up the patient’s chart from the Patient Details and Patient Search.

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My Client List

1. Click on the patient’s name to open the chart.
   

Patient Details

1. Select Patient Details.
2. Enter the patients name in the search field, and select the patient.
3. Select Chart List.
4. Click on the chart (dated line) to open the chart.
   
   

Patient Search

1. Select Patient Search.
2. Enter last name of patient (variety of filters available).
3. Patient with chart will appear in the grid below.
4. Double click on the line to open chart list.
5. Click on the chart (date line) to open the chart.
   
   

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