Article 1 of 2
How to open a patient chart
Use Patients to find the clinical records available to your provider account.
Find the patient
Open Patients and search your accessible caseload. Select the person to open their chart.
Choose a chart tab
Use Overview, Notes, Appointments, Billing, Intake, or Documents, depending on your access and the enabled features.
Review the right record
Check the patient's details and care context before documenting. Clinic-affiliated clinicians do not receive clinic-wide chart access simply by belonging to the clinic.