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Open a patient's chart

Read a patient's chart, with their allergies, problem list, latest signed note and every past visit.

Where
Practice portal
Who can do this
Administrator, Billing, Doctor, Midwife, Nurse, Reception and Staff

The chart is where everything about one patient comes together. Open it before a consultation, or when somebody at the desk asks about a past visit.

Steps

  1. Find the patient on Patients and choose their name.
  2. Read the head of the chart: Folder, Age and sex, Registered, and their allergies just below.
Folasade Ogunbiyi's chart: folder HMC/0341, No known allergies, an empty problem list, and her signed Antenatal review note under Summary.
Folasade Ogunbiyi's chart: folder HMC/0341, No known allergies, an empty problem list, and her signed Antenatal review note under Summary. Demonstration using fictional patient records.
  1. Use the tabs under the problem list to read the rest of the record: Summary, Visits, Paper, Emails, Antenatal, Admissions and Billing.
  2. Choose Visits to see every visit, newest first. Choose one to open it.
The Visits tab of a chart, listing each attendance with its day, the time it was completed and Accepted.
The Visits tab of a chart, listing each attendance with its day, the time it was completed and Accepted. Demonstration using fictional patient records.

What to expect

Summary shows the latest notes, each marked Signed or Draft, with who wrote it and when. A signed note cannot be changed; a correction appears as a new note beside it.

Antenatal and Admissions appear when the practice runs those modules. Delivery at the head of the chart says Accepted once the practice has everything recorded here.

  • Find a patientFind a patient by name, folder number or phone, from the patient list or from the search at the top of every screen.
  • Record a patient's allergiesRecord what a patient is allergic to, or that they know of no allergy, so it shows at the head of their chart.
  • Open a visitOpen a visit for a patient who has arrived, and find your way around its tabs.

Still stuck? Email support@riz.care and say which screen you are on.