To access a patient’s eChart, click on the ‘E’ button beside their name in a scheduled appointment or when searching for them in the demographic search bar.
Patient Banner
At the very top of the eChart, we have the banner.
On the left side of the banner, you can find a variety of patient information such as:
- Name and address
- Health card number and validity
- Patient contact information
- The patient's MRP and payment model (FS=fee for service, RO=rostered)
- The patient's next appointment information (if they have one booked)
To the right of the banner you wil find:
The view toggle - Selecting the toggle will switch between the standard view, the nots only view and the tabke of contents view.
eChart customization (gear icon)- Selecting the gear button will bring you to the cuztomization window where you can edit font size, tile arrangements, margin width, tile colour, # of tile entries and the option to hide a tile if it is empty.
eChart Module Tiles
In the top row and side panels of the eChart are all the tiles containing the patient's data.
To add an entry to anyone of these tiles, click on the ‘+’ icon associated with the tile you would like to add to.
💡 To learn more about any of the modules found in the top row or side panels, you can find more info on them under our eCharts category of the Help Center.💡
CPP Tiles
This section contains Cumulative Patient Profile (CPP) - Social History, Medical History, Family History, Ongoing Concerns and Reminders.
To add to any of the CPP tiles, click the ‘+’ icon, enter any relevant informaiton to the entry and click 'Create' to add it to the eChart.
You can edit a CPP entry right from the eCHart by hovering over the entry and selecting the pencil icon. To archive the entry, simply select the 'X' icon when hovering over the entry.
The Encounter Note Section
In this section, all eChart entry types are recorded in the patient's timeline in chronological order.
At the top of the encounter note section, there is:
- A key word search - Search for a keyword and any entry matching your search will populate in the encounter note section. This is a great feature for quickly looking for an old entry regarding a certain topic.
- A date range filter - Filter the patients encounter notes to a certain date range.
- A entry type filter - This filter allows you to filter the patient's encounter notes by a particular entry type. Ex: Document entries, eForms, Medicaitons, Labs etc.
💡 Click Here to learn more about creating encounter notes in eCharts.💡
Table of Contents
The table of Contents can be accessed by using the ToC button in the tool bar above then encounter note section or by using the view toggle in the top right hand side of the display.
The table fo contents displays the normal encounter note section on the right side while showing a condensed verstion of the encounter notes on the left for easier navigation and entry selection.
💡 Click Here to learn more about the Table of Contents in the eChart.💡
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