Please note, that Chart Pro may not be currently available to your practice. To learn how you may enable Chart Pro, please contact your Client Success Advisor.
Learn how to review a chart via the Dashboard app. This option allows medical directors, physicians, or other reviewers review multiple patient charts. If a reviewer signature is not required, you may skip this step.
Reviewing a Chart
Once a chart has been submitted for review, an app push notification will be sent to the Dashboard app indicating that a chart is ready for review
- Open the Dashboard app
- Select Charts
- Tap “Notifications” and tap the desired chart from the list
- Review the chart and add the necessary notes and signature by tapping “Chart Element”
- Once done reviewing the chart, tap “Reject” or “Approve.” If Reject is selected, the chart will be re-opened, and its status changed to a draft. If “Approve” is selected, the chart will be locked and saved as a final PDF version of the chart.
Reject:
Approve:
Viewing All Charts in Different Status
Statuses for all charts may viewed under “All”. Statuses include “Draft,” “Review,” and “Completed.”
- Draft = yellow
- Review = purple
- Completed = green
Searching by Patient
If desired, you may view & review charts for a specific patient
- Open the Dashboard App
- Select “Patients”
- Search for and select the desired patient
Charts in all statuses for the patient may be found. Yellow = Draft. Purple = Review. Green = Completed.