---
title: "Patient Chart"
slug: "patient-chart"
updated: 2025-10-17T18:53:15Z
published: 2025-10-17T18:53:15Z
canonical: "docs.doc-know.com/patient-chart"
excludeFromExternalSearch: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.doc-know.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Patient Chart

![image.png](https://cdn.document360.io/84e9ea69-d7ee-46a4-a14f-453de3411633/Images/Documentation/image%2857%29.png)

### Patient Chart Overview

The **Patient Chart** contains key patient information and navigation options.

![image.png](https://cdn.document360.io/84e9ea69-d7ee-46a4-a14f-453de3411633/Images/Documentation/image%2868%29.png)

---

### 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:**

![image.png](https://cdn.document360.io/84e9ea69-d7ee-46a4-a14f-453de3411633/Images/Documentation/image%2869%29.png)

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

---

**Vitals Screen:**

![image.png](https://cdn.document360.io/84e9ea69-d7ee-46a4-a14f-453de3411633/Images/Documentation/image%2872%29.png)

- 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.

![image.png](https://cdn.document360.io/84e9ea69-d7ee-46a4-a14f-453de3411633/Images/Documentation/image%2871%29.png)

---

**History Screen:**

![image.png](https://cdn.document360.io/84e9ea69-d7ee-46a4-a14f-453de3411633/Images/Documentation/image%2873%29.png)

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

---

**Medications, Allergies Screen:**

![image.png](https://cdn.document360.io/84e9ea69-d7ee-46a4-a14f-453de3411633/Images/Documentation/image%2874%29.png)

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

---

**Labs Screen:**

![image.png](https://cdn.document360.io/84e9ea69-d7ee-46a4-a14f-453de3411633/Images/Documentation/image%2875%29.png)

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

---

**Records Screen:**

![image.png](https://cdn.document360.io/84e9ea69-d7ee-46a4-a14f-453de3411633/Images/Documentation/image%2876%29.png)

- 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:**

![image.png](https://cdn.document360.io/84e9ea69-d7ee-46a4-a14f-453de3411633/Images/Documentation/image%2877%29.png)

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

---

**Orders:** ![image.png](https://cdn.document360.io/84e9ea69-d7ee-46a4-a14f-453de3411633/Images/Documentation/image%2878%29.png)

- 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.

![image.png](https://cdn.document360.io/84e9ea69-d7ee-46a4-a14f-453de3411633/Images/Documentation/image%2879%29.png)

**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.