Charting module

Charting module

The charting module contains all patient charting information: chart notes, scanned documents, problems, medications, forms, letters, referrals, worklists, and, if the features are enabled, patient messaging and treatment plans.


Open the charting window from:

  1. The tool bar (Icons usually down the left side of the screen).
  2. Client menu along the top.
  3. By pressing F5

The items along the top as well as the reference panel will always remain visible regardless of the tab you have open.

Along the top:


  1. Patient demographics along the window top.
  2. Patient dashboard (if enabled, the expanded notes).
  3. Notes stating if there are overdue worklists, and if there are any CDS notifications active.
  4. Buttons to access: dr2dr, Netcare, client card, labels, worklists, and letters.
  5. Buttons to action: print, undo, and close.
 To learn more about the dashboard, click here.

Prompt to review worklists that could be actioned.
 To learn more about worklists, click here.

Click here to learn more about CDS notifications.


Buttons to open new windows:

  1. Dr2dr: Opens the login page for dr2dr and will continue to open a patient specific dr2dr webpage.
  2. Netcare: Takes you to the Netcare site and loads the current patient's Netcare record. If you not yet logged in, you will be prompted to login before continuing.
  3. View client: Opens the client card of the current patient. Click here to review client card.
  4. Labels: Opens print labels window to select type of label to print for current client.



Click here to review making your own custom label.

  1.  Worklists: Opens the worklist window to show all worklists attached to the current client, regardless of who they are assigned to.
  2. Letters: Opens the Client Letters window. From here you can review and create letters on the patient's chart.

 Buttons to action:

  1.  Print: Opens the chart printing window, select the items to print, or send through the patient portal if enabled.

  1. Undo: Will reload the charting without saving any changes.
  2. Close: Shuts down the charting window.

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