You can quickly open a patient's chart directly from the Visits dashboard, using one of two methods.


1. From the main menu, click Visits. The Visits dashboard opens.

2. To open a patient's chart in a separate browser tab, click the patient name in the list.

3. To open a patient's chart in the same tab you are currently working in, click anywhere on the line other than the patient's name. In the top-right corner of the window that opens, click the icon to Open Patient (looks like a health card icon).

📌 Note: If you open the patient chart and then start the encounter, make sure to attach your encounter to today's appointment.

Updated December 29, 2021

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