1
Find the patient
Open Clients and search for the patient’s name. Check the matching record before opening it.
Find the correct patient record before you begin reviewing the chart.
For: Clinic staff and clinicians
Before you start
What you’ll achieve
The correct patient’s chart is open.
Open Clients and search for the patient’s name. Check the matching record before opening it.
Open the matching patient record. Confirm the patient’s identity, then review the chart overview.
