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    Patient Chart
    • 07 Nov 2024
    • 2 Minutes to read
    • Contributors
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    Patient Chart

    • Dark
    • PDF

    Article summary

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    Patient Chart

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    Chart Options:

    • Profile: Take you back to the details you entered in the new patient creation screen.
    • Insurance: Shows you current insurance information on the patient.
    • Vitals: Allows you to see and enter patient vital information and trends.
    • History: Shows historical information about the patient.
    • Medications, Allergies: Shows current and previous medications and allergies.
    • Labs: Shows current and previous lab results.
    • Records: Shows health records for the patient.
    • Appointments: Shows information related to patient visits.
    • Orders: Shows you provider related orders for the patient.
    • Care Team: Allows you to view and update the care team information.
    • Messages: Shows you any messages related to the patient.
    • Billing: Shows billing history on 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 / view information related to primary and secondary insurance policies.

    Vitals Screen:
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    • Allows you to record vitals and see their trends over time.
    • Hitting the Plus sign button allows you to record new records on the right-hand side of the screen, as shown below.

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    History Screen:
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    • Has a summary (Snapshot) view as well as details by category of information.

    Medications, Allergies Screen:
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    • Allows for viewing of current and previous medications.

    Labs Screen:
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    • Provides an entry mechanism and historical view of lab results over time.

    Records Screen:
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    • Shows records available for the patient and we even offer document summarization options to help speed up the review process.
    • Clicking on a record shows the detailed info / document if it was provided externally to Dr. Know.

    Appointments Screen:

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    • Allows you to see all appointments related to the patient along with a quick summarization of the visit (if completed.)

    Orders:
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    • Shows all active and historical orders for the patient, clicking on them will bring up details.

    Care Team:

    Is covered under the new patient creation section.


    Messages:

    Is covered in the messages section.


    Billing:

    This screen will allow you to see all open and past invoices. As always there is a navigation a bar near the top that provides you with several options:

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    The buttons are:

    • Options: It allows you to define search criteria if you are looking for a certain record.
    • Refresh:
    • Refresh Crosswalk: This option refreshes the entire screen not just the search area.
    • Expand / Collapse Records: Similar to other screens the records are shown in a condensed view. Clicking this button allows you to toggle between an expanded or collapsed view of the results.
    • Print:

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