View your Patient's Information

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View a Summary of Past Visits

✨Smart Tip: Scroll through the Subjective section of the Chart Note to review an AI-generated summary of previous appointments.

Alternate method: Review past visit Chart Notes

• Open Chart Notes.
• Click on the Appointments tab at the top.
• Click on the square icon (to the right of the calendar icon) to open the Chart Note for the desired appointment.

Note: From this page, you can also view past Billing and Plan of Care documents by clicking on the “eye” icon to the left of the date.

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Review Patient Details

✨Smart Tip: Use Athelas AI to ask targeted questions about the patient for quick insights. You can also use Voice Mode.

✨Smart Tip: Ask Athelas AI to navigate you to the relevant Patient Profile or Chart Note. You can also use Voice Mode.

Use the tabs at the top of the Chart Note to navigate patient information, including:

• Patient Demographics
• Patient Appointment Details
• Patient Documents (including faxes and images)
• Tasks, Medications, Allergies, Visits, Immunizations and Labs

Alternate method: Open Patient Profile

Note: Use Athelas AI to navigate to the Patient ProfileClick on the Patient tab in the left menu → Search and select your patient by entering their details.This opens the patient’s full profile for review.

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Add Patient Notes

There are 3 ways to add patient notes:1. Appointment NotesView Calendar > Click on an appointment > Edit appointment to enter any notes.These notes can be seen in i) appointment details, ii) the calendar tooltip.2. Case NotesView Patient Profile > Patient Demographics > Edit Active Cases to enter any case specific notes.3. Patient NotesPatient notes are of 2 types:a) General Notes: View Patient Profile > Patient Demographics > Add Patient Notes. These notes can be seen in the appointment details or within patient demographics.b) Pinned Notes: When enabled within the Preferences Tab, pinned notes will open automatically when the patient’s profile or appointments or chart notes are opened.