The Patient Chart

Updated on July 28, 2026 | 09:54 AM – CST

Open a patient, and their chart shows you the whole picture, from their pharmacy and primary care provider down to their visits, vitals, labs, and appointments.

This video covers the alerts that pop up first, worth reading every time, and the quick actions for a walk-in check-in, printing the chart, or opening settings.

You'll also learn how to rearrange the cards by dragging them, and how the left menu expands on hover and stays open when you lock it, or collapses to icons when you want more room.