Chart Overview
The patient chart is where you open one patient and update their record. This page covers the simple edit flow and how the chart is laid out. Use the other Patients menu items for help on each section (Patient Info, Orders, Notes, and so on).
Alex Morgan
MRN2400123403/15/1988 · Male (M)Contact
+1 (555) 234-5678
alex.morgan@example.com
Location
Riverside, CA
Last Visit
01/10/2026
Next Appt.
02/14/2026
Assigned Provider
Dr. Jane Cooper
Due Balance
$0.00
Personal Information
Additional Information
Contact Information
Address Information
Emergency Details
Provider Information
Identity Documents
Identity document fields appear here when a patient has uploaded verification documents.
How to Edit a Patient (Simple Flow)
Open Patients → Patients List. Confirm the correct practice and location in the header. Search for the patient, then click their row to open the chart. Go to the section you need (for example Patient Info for name or insurance). Make your changes and Save in that section. Confirm you have the right patient before you save.
What the Patient Chart Is
The chart (Edit Patient) is one patient’s full record: demographics, insurance, visits, notes, orders, results, medications, history, and related work. Opening a row from the list is how you edit—there is no separate everyday “edit patient” screen outside the chart.
Add Patient vs Edit Chart
Add Patient creates a new person—you mainly complete Patient Info until you save. After save, the chart opens in edit mode and other sections unlock by role. To change an existing patient, always open them from the Patients List, then edit the section you need.
How the Summary Bar Works
At the top of an open chart you see quick facts: name, MRN, date of birth, gender, contact, location, last visit, next appointment, provider, balance, allergy chips, and flags. Shortcuts may include Send Scheduling Link, Flags, and Create Task. Always confirm this is the right patient before documenting or ordering.
Where to Go for Common Jobs
Name, address, phone, insurance → Patient Info. Visits → Appointments. Visit note → Clinical Notes. Files → Documents. Lab or imaging results → Labs / Imaging. New lab or imaging order → Orders. Meds → Medications. Allergies → Allergy List. Follow-up work → Tasks. Who changed the chart → Activity Logs.
Labs / Imaging vs Orders
Labs and Imaging show results. Orders is where you create new Lab Orders, Imaging Orders, and Other orders. If you cannot place a lab, go to Orders—not Labs.
How Changes Are Saved
Each section has its own Add, Edit, and Save (or Delete). Demographics save under Patient Info. There is no single button that saves every section at once. You need the matching permission for the section you are changing.
Why a Tab Might Be Missing
Common reasons: you are still on Add Patient before save; your role does not include that tab; a practice feature is off (for example DoseSpot or IntelliMed); or access is limited for another practice’s patient. Ask an administrator to check role access and practice settings.
Common Issues
Cannot open the chart: missing view or edit permission. Cannot save: missing required fields or edit permission for that section. Looking for a patient: wrong practice/location or search too narrow. Wrong section: use Patient Info for demographics and insurance; use Orders to place labs, not the Labs results tab.