This is an overview of the information contained in a patient chart.

1. From the Dashboard Click the Open Chart drop-down
2. Select patient from the drop-down, this will open in a new tab in the EHR

The home page of the patient chart has different sections with links to other areas of the patient chart.

• Billing Diagnoses: shows all active diagnosis
• Previous Appointments: last three appointments
• Upcoming Appointments: next three appointments (up to 180 days in the future)
• Documents: last four notes, including intake note and three progress notes
• Medications: active medications
• Allergies: active allergies
• Pending Lab Requests: list of pending lab requests
• Patient Tasks Due: list of tasks that are due
• New Medication: add a new medication
• New Allergy: add a new allergy
• New Lab Request: create new lab request
• New Patient Task: create a patient task

 To access more detailed information, click on a specific item on the navigation menu of the chart.

Here is a list of definitions for each tab in the patient chart:

• Overview: summary of the patient's chart
• Diagnosis: access to all active diagnosis
• Documents: access to all documents associated with the patient. Note: The maximum file size is 50 MB, and the total maximum upload size is 500MB.
• Medications: list of all active / discontinued allergies
• Lab Requests: list of all tasks and goals
• Measurements: preview of all measurements
• Family History: List of family members / associated psychiatric problems
• Lab Panels: list of all lab results
• Codes: list of each charge and associated CPT code
• Image Results: list of all image results
• Transfer of Care: list of incoming summary of care / outgoing transfer of care
• Measures: list of all scheduled and on-time measures issued
• History: audit log of all activity in patient chart