Patient Chart

  • Updated on Oct 17, 2025
  • Published on Nov 7, 2024
  • 2 minute(s) read
  • Ben Callister
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Patient Chart Overview

The Patient Chart contains key patient information and navigation options.

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Chart Options

The following options are available within the Chart Options menu:

  • Profile: Take you back to the details you entered in the new patient creation screen.
  • Insurance: Displays current insurance information for the patient.
  • Vitals: Allows you to view and enter patient vital information and trends.
  • History: Shows historical information about the patient.
  • Medications, Allergies: Displays current and previous medications and allergies.
  • Labs: Displays current and previous lab results.
  • Records: Displays health records for the patient.
  • Appointments: Displays information related to patient visits.
  • Orders: Displays provider-related orders for the patient.
  • Care Team: Allows you to view and update care team information.
  • Messages: Displays any messages related to the patient.
  • Billing: Displays billing history for the patient.
  • Investigate: (Admin Only) - Allows for research on Dr. Know activity related to the patient.

Insurance Screen:

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  • Allows you to enter or view information related to primary and secondary insurance policies.

Vitals Screen:

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  • Allows you to record patient vitals and view their trends over time.
  • Clicking the + button allows you to record new vitals on the right-hand side of the screen, as shown below.

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History Screen:

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  • Provides both a Summary (Snapshot) view and detailed category views of patient information.

Medications, Allergies Screen:

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  • Allows you to view both current and previous medications and allergy information.

Labs Screen:

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  • Provides an entry mechanism and a historical view of lab results over time.

Records Screen:

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  • Displays available patient records and offers document summarization options to help speed up the review process.
  • Clicking on a record shows detailed information or documents if provided externally to Dr. Know.

Appointments Screen:

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  • Allows you to view all appointments related to the patient, along with a brief visit summary (if completed).

Orders:
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  • Displays all active and historical orders for the patient. Clicking on an order will show detailed information.

Care Team:

This section is covered under the New Patient Creation section.

Messages:

This section is covered in the Messages section.

Billing:

Displays all open and past invoices.

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Navigation Bar Options:

These options appear in the navigation bar and control how records are displayed:

  • Options: Defines search criteria if you are looking for a specific record.
  • Refresh: Refreshes the screen.
  • Refresh Crosswalk: Refreshes the entire screen, not just the search area.
  • Expand/Collapse Records: Toggles between expanded and collapsed record views.
  • Print: Prints the displayed records or summary view.