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All categories›Patient charts›Chart organization

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Chart organization

Create charts, manage duplicate patients, and organize records.

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Guides and answers

Chart organization

4 articles

Chart organizationCreate a patient from searchCreate a patient chart from search or from the Patients page.
Chart organizationReview duplicate patientsFind matching charts, keep one record, merge or archive the rest, and mark groups that are different people.
Chart organizationManage Patient and Encounter TagsOrganize your patients and encounters with custom tags for better workflow management.
Chart organizationUpload Patient Chart DocumentsUpload a PDF to a patient chart. Add a chart document to a session or note.

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