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Charting Profile Page

Learn how to navigate and utilize the profile panel in charts.

Updated this week

The Patient’s Profile Page provides a summary of the MPL, client details, and any additional patients on the account.

Main Problem/DX

This running list is part of the patient medical record where you can add a problem or diagnosis by clicking on the ➕ sign located in the top right corner, you can easily add new items to the patient’s Main Problem/DX List.

💡 ProTip: When a problem is added to a checked in patient, it will appear within the current visit card. When a problem is added to a checked out patient, it will appear within the last active Visit Card.

Additionally, the 3-dot menu next to the DX allows you to Mark Resolved, Edit, and Void as needed. If you resolve a Problem/Dx, it moves to the bottom of the list with a ✔️. To reorder the MPL, simply use the slider icon located to the left of the diagnosis to effortlessly drag and reorder your list.

The Main Problem/DX list can also be added to Charts templates by use of a Snippet, either ‘Active’ or ‘All’ (which includes active and resolved) problems. This Snippet is labeled MPL (Main Problem List).

Account Patients

In this section you will find all of the patients that are on the owners account. To access any of these patient’s charts, click on the patient name to be taken to the Visit History or use the 3-dot menu to Navigate to Chart.

Account

In this section, you will find all of the Account details, including alternate contacts. Use the 3-dot menu to easily Edit Account Details.


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