Locating a Patient Chart in ICANotes

From the main ICANotes Chart Room, look for the two Filing Cabinets on the left where you will find patient charts organized alphabetically (A-C, D-F, etc.). After you click on a drawer label, the names of patient charts stored in that drawer will display in the middle of the screen, in alphabetical order by last name. You can then scroll to the patient name whose chart you are looking for and click on the name to open the patient’s Chart Face.

Alternatively, you may narrow the list to only your charts by clicking on the  option above the boxes on the left, or simply search for a patient by Name or ID by typing into the   field and hitting . Additionally, hitting the Last Chart button takes you right to the last patient you have visited, if you have visited a patient's chart in your current ICANotes session!

Finally, you may navigate to a specific patient’s chart from the following locations:

• From Patient Accounts, use the button on the top-right of the main accounts page (when a patient is selected on the top-left corner)

• From the New Calendar, use the  button in the top left (when a patient is selected).

• From the Legacy Calendar, using the   button on the top-left of the main Appointment Book page (when a patient is selected on the top-left corner)
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• From New/All Patient Records, by clicking on any patient name

• From the Patients Seen Today Report, using the button by any entry

• From the Clinical/Demographic Search, using the  button on the left of a patient’s entry in the search

• From the Clinician Reminder Sheet, using the button by any entry
  
  

• From the Quick Calendar
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• From the Flagged Patients Report
  
   

• And from the Billing and Productivity Reports
   

Common Questions

Problem: How to Locate a Chart.

Solution: Follow the steps below to resolve quickly.

1. Check prerequisites and permissions.
2. Follow the configuration steps.
3. Verify the result and retry if needed.