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Patient chart

Requires Patient records permission (and related module permissions for linked sections). Open a patient from Patient records, Appointments, Lab reports, Clinical documents, or the overview schedule. The portal header title becomes the patient name once the chart loads. Back returns you to the page you came from (for example Appointments), including list filters when those were in the URL. If you opened the chart from the patient list, Back says Patient records.

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Chart sections

A sticky bar stays at the top of the chart while you scroll:
  • Overview — demographics
  • Clinical — allergies, emergency contacts, Consents, languages, and timeline
  • Appointments — visits linked to this patient (when you have Appointments read)
  • Labs — laboratory results for this patient (when you have Lab read)
  • Documents — clinical notes and referrals (when you have Clinical documents read)
A treatment-consent link (#chart-consents) opens Clinical and scrolls to Consents.

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Identity and privacy

The name, Patient ID, photo, Print chart, Export JSON, Edit, Schedule appointment, and Calendar stay in the header. A Legal hold badge appears next to the name when a hold is on. Patient ID is the clinic identifier shown on the chart (some sites call this an MRN). Saving allergies, contacts, consents, and languages shows a short Saved check on that section. Toasts still appear if a save fails, or if you remove an allergy, contact, or consent. Legal hold and Anonymize are under Privacy (requires delete permission). Use these only when your workspace process calls for them — anonymize cannot be undone. When you book an appointment, create a lab report, or add a clinical document, you can link it to this patient so everything stays on one chart. When creating or editing a patient, set Default referral source if most lab work for this patient comes from the same doctor, hospital, or company. New lab reports for the linked patient pre-fill Referred by from that default (you can still change it per report).

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Archived in this workspace

If the patient was removed from the workspace, the chart shows an archived in this workspace banner. Choose Restore patient (when you have update permission) to mark the membership active again. History such as lab reports remains on the chart.

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Tips

  • Use search from Patient records if you opened the wrong chart.
  • Dates and times use your workspace timezone.