Review a patient chart

Before you walk into the exam room, here's how to find a patient's problems, medications, and allergies at a glance.

You'll open a patient's full medical record and spot critical details — allergies, active medications, and past diagnoses — in seconds. Reviewing the chart before the visit means you walk in prepared and catch safety issues early.

1

Open the chart from the Patients list — Jane Doe's, in this example.

Open the chart from the Patients list — here, Jane Doe's.

 

2

The chart sidebar groups the whole record — always check Allergies before prescribing anything.

The chart sidebar groups the record — check Allergies before prescribing anything.

The sidebar organizes the entire record so you can scan allergies, medications, and problems without scrolling through pages of notes.

3

Recent encounters sit just below — open any visit to read its signed note.

Recent encounters sit below — open any visit to read the signed note.

Signed encounter notes give you the clinical context from the last visit — diagnoses, treatments, and any follow-up plans.

What's next

Once you've reviewed the chart, you're ready to see the patient. If you need to update the record during the visit, you can add new problems, document medications, or flag allergies right in the chart.