Open a Patient's Chart

This topic provides information about opening a patient's chart from your schedule.

1. In the Agenda, Day, and Week views, access the appointment of the patient whose chart you want to open and select the patient's name.
   The patient's chart is opened in a new tab.

   Note:

   Depending on your system configuration, when you do not have an existing relationship to the patient or encounter, a dialog box is displayed for you to establish a relationship to the patient or encounter.
2. In the Month view, complete the following steps:
   1. Select the appointment of the patient whose chart you want to open. A dialog box is displayed with the patient's name and appointment details.
   2. In the dialog box, select the patient's name. The patient's chart is opened in a new tab.
3. To return to your schedule from the patient's chart, close the tab with the patient's chart or select the Schedule tab.