The charting module opens on the overview tab each time a client is selected. 

Patient demographics

Default information regarding the client, a small snapshot of the client card name/addr tab.

1. View all existing chart notes on the patient chart as a list.
   
1. Right click on a note to view the chart note.
   
2. Ctrl and right click to open the note in a new window. (No limit to how many you can open at a time)
   
2. Create a new chart note:
   
1. Click on new, select a template, start charting.
   
2. Ctrl and left click, select a template, it will open the new chart note in a secondary window, start charting.
   

Click here to learn more about chart notes with defaults (Text prefilled on a chart note).

1. Search the chart templates.
   
1. Click the search button, enter word to search and enter.
   
2. All chart notes with that word in the template will remain in the chart notes box.
   
3. Click undo at the top of the window to return all chart notes back to view.
   

1. View all existing scanned documents.
   
1. Right click to select and open a scan to review the document.
   
2. Search the scanned document types and descriptions.
   
1. Click the search button, enter word to search and enter.
   
2. All scans with that word in the labelling will remain in the scans box.
   
3. Click undo at the top of the window to return all scans back to view.
   

Medical History:

1. View the chart templates that are pinned to the medical history section.
   
1. Commonly, a patient history summary template and an ASaP template
   

Click here to learn how to pin a chart template in the medical history.

Medications:

1. View active medications, including dose and date of prescription.
   
2. Renew medications, selected or all active.
   

Click here to learn more about medications.

Intake forms (optional feature requiring activation):

1. View intake forms assigned to patient, completed or incomplete.
   
1. Right click on the intake form to review response.
   
2. Ctrl and right click to open the intake form in a secondary window.
   

1. Add new intake forms to patient.
   
1. Click new, select form, click assign form.
   

Click here to learn more about intake forms.

Letters:

1. View all letters on the patient chart.
   
1. Right click to open a letter.
   
2. Create a new letter.
   
1. Click new to open the client letters window.
   

Click here to learn more about the letters window.

Reference panel:

1. View all items within the chart based on your personalized view.
   
1. Click here to learn about the reference panel.