Reference Panel

Reference Panel

The reference panel is a feature that offers a convenient way to access a patient's most recent labs, requisitions, intake forms, etc. It remains visible as you navigate the patient's record, allowing for quick and easy reference. Additionally, it enables the clinician to add new items to the record while remaining in the current chart note.

Find the reference panel along the right side of the patient chart, click on ‘Show Reference Panel.’

Once open, the reference panel will be open on all charts subsequently.


Benefits to using the reference panel:
  1. Easy visual reference of other items within the chart, without having to leave your note.
  2. Drag and drop items with 6 little dots to the left of the item.

Allows for easy documentation in chart notes; problem history, latest lab values, medications, and patient messaging can all be dragged into a chart note using the 6 little dots next to the item. Click, drag, and drop where required.


  1. Add new items.

Click on the ‘add’ symbol at the top of each section, it will open the appropriate window to add the item. Below is an example of a new problem.