Creating a New Chart
Creating a New Chart
Click on the button in the Chart Room.
A dialog box will open:
Enter the patient’s First Name, Last Name, and Date of Birth, then click the button.
The program will check to see if there is already a chart with that name and DOB or a similar name with the same DOB and alert you if that is the case to help prevent duplicate charts.
If everything is in order, the Demographics screen (see screenshot below) will now open and you will be on the Patient Information tab with the patient’s name and date of birth already populated. You may now enter the patient’s demographics on the Patient Information, Insurance Information, and Other Contacts tabs or you can click over to last tab, Telephone Intake, to enter all of the information on one screen.
Fields required to create a chart (before you can save the chart) are highlighted in red. After you populate these fields, you can create notes or appointments for the patient. Additionally, if you use, or plan on eventually using e-billing, you have the option to 
To enter for a patient, switch over to that tab. To create an insuran
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