Reviewing Visits & Starting a New One

Updated on July 28, 2026 | 10:02 AM – CST

Every visit a patient has had, and any coming up, is listed right on their chart with the template, chief complaint, date, provider, and visit type.

This video walks through searching that list by chief complaint, provider, CPT, or ICD code, and narrowing it to a time range when you only want recent visits.

You'll also learn how to start a new visit from the chart, what to set on the start screen, and how to run a quick encounter instead when all you need is a super bill.