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Patient Information

Patient Charts

Select Patient Charts under the Patients tab to enter the Patient Charts.




Find a specific patient using the filters and/or search on the left-side menu:



Select a patient’s name to view his/her chart.


The banner at the top of each Patient Chart provides a quick view of the patient’s demographics. There are hyperlinks to the patient address and phone number.


Select Edit Profile under the patient’s photo to view the patient’s full Demographics, Payer Information, Clinical Information, Physician(s), Pharmacy and DME, Authorized Contacts, Emergency Preparedness, Advance Directives and Referral Information.





Select View next to the patient’s Benefit Period to view all Benefit Periods for the patient. This includes a pre-admission period from the time of initial referral to the time of admission and change to Active status.


A list of visits/tasks in the current episode will display at the bottom of the screen. Filter the Benefit Period, Discipline and Task Status drop-down menus to change viewing parameters.



The Actions menu in the top right corner of the screen provides the following hyperlinks:



Plan of Care Profile

The Plan of Care Profile can be accessed through the Actions menu in the top right corner of the Patient Chart, or by selecting Plan of Care Profile under the Patients tab.



The Problem Statements tab displays all problems, goals and interventions.


The History tab shows all pending, active and past Plans of Care for the patient.


Select View All to the right of any problem statement to view the associated interventions.



Click the plus sign symbol next to an intervention to view the associated goals.




To view all interventions and associated goals at once, select the Expand All button in the top right of the profile or select Collapse All to close. To change the status of Plan of Care goals, select the Update button in the top right of the profile.



A drop-down menu will appear on the right side of each goal under Actions.




To add Problem Statements, select the Add Problem(s) button in the top right. Search for a problem area by beginning to type the name or select the drop-down arrow to view all. Select the problem area and click Add.



Clicking Add will direct you to the Plan of Care Orders screen. Select the box next to the problem statement, and confirm that the problem statement text is applicable. Select the appropriate goal(s) and intervention(s). Any asterisks in the text boxes must be replaced with patient information in order to save.


To create a physician order, check the Create Physician Order box at the bottom of the screen. Finish by clicking Complete.