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Updating the Practice Profile How to update the Practice Profile: Practices may want to update what locations are shown in the Connect Portal. To do this, users will first need to be logged in as the manager account, or as an manager privileged account Select the User list in the top right corner. Click ManagementRead more

Managing Patient Health Records Patient Health Records are used for a Couple of reasons. To export patient demographics and summaries to give to the patient. To export and give to a doctor being referred to. To review patient records: Click Patients, or the  icon on the left. Search for patient. Select the patient by clickingRead more

Resetting Patient Passwords How to reset patient passwords in the Patient Portal: Login to the Portal with your username and password Click Users Search for the patient’s name under Users Click on the patient’s name Select Password Enter in a New Password and click Save Note: Patient will not be notified of password change, you willRead more

Creating User Accounts How to create user accounts: Users will first need to be logged in as the manager account, or as an manager privileged account to have the ability to create new users. Select your name in the top right corner. Select Users. Click Add User Enter Name, Username, Password, and Email address EnabledRead more

Changing User Passwords How to Change Users Password: User will need to be logged into the Manager account, or an account with Manager specified access. Select the User list in the top right corner. Use the search bar to look for the user in question, can search by first or last name, or both. ThisRead more

Logging into the Patient Portal Go to – https://(PracticeID).connect.chartlogic.com ChartLogic Tip: Be sure to enter https in the URL. Enter Credentials. Note: Logins are created during implementation. Guide to how to create user logins can be found here. Click Sign in.Read more

Main | Patient Portal Appointment Reminders User Guide | Connect Patient Viewing Signed Consent Forms | Connect Patient Showing/Hiding Test Results Section in the Connect Portal Telehealth Visits Logging Into the Patient Portal Changing User Passwords Creating User Accounts Updating Locations in Connect Patient Configuring Intake Forms Sending, Viewing, and Printing Intake Forms Resetting PatientRead more

Disclaimer In order to install or upgrade the ChartLogic software on a PC running Windows 7, 8, or 10, you must be an administrator on the computer, having full administrative privileges. The reason why the software installation process requires that a user have administrative privileges is because the installation accesses the Windows registry and WindowsRead more

Error Log Using the Error Log: From the ChartLogic Main Screen, go to Tools > Error Log. To view an individual error in more detail, click on the (+) icon to the left of the error. Click (-) to minimize the error. Click Export to export the Error Log. Click Clear to clear all contents.Read more

Fax Viewer The ChartLogic Fax Viewer allows users to access archived faxed documents in a PDF format, print fax logs, easily view fax job status, and re-send jobs from any workstation. The Fax Viewer automatically refreshes every minute. To view fax jobs: From the ChartLogic Main Screen, go to Tools > ChartLogic Fax Viewer. UnderRead more