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Patient Chart - Update Users on a Chart

  • August 13, 2025
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Ensora Education Team
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Users can be set up on a chart either as a default user (see Clinic Defaults) or through the Chart Management screen.

  1. Select the Users button in the middle of the chart to open the Chart Details screen.
  2. Enter the user name in the User field or select the user from the grid below.
  3. Select Roles, a pop up window will open.
  4. Select the Role of the User and click OK. (There must always be a Primary on the record and can only be one. The primary will receive charts alerts.)
  5. Select Update and Save.

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