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ChartLogic EHR Help Documentation

Use the filters on the left to specify your role and training category.

ChartLogic EHR Lite Product Overview
Role:

ChartLogic EHR Help Documentation
Role:

User Creation
Role: Administrator

Inviting a New User
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Logging In and Logging Out
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Changing the Dashboard Layout
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Emergency Access
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Note Amendments
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Auto Timeout
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Data Export
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Patient Safeguard
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Reconcile
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

CDA View, Download, and Transmit
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Adding and Moving Cards
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Editing and Removing Cards
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Editing Patient Demographic Information
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Patient Creation
Role: Administrator

Searching for Patients
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Changing the Chart Layout
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Adding and Moving Chart Cards
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Editing and Removing Chart Cards
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Editing an Allergies Chart Card
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Editing and Creating Charge Slips
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Confidential Information
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Editing an Emergency Contact Chart Card
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Editing an Immunization Chart Card
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Editing a Vitals Chart Card
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Editing a Problems Chart Card
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Editing a Patient History Chart Card
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Editing a Patient Education Chart Card
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Editing an Implant Devices Chart Card
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Creating a New Message
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Replying To and Forwarding Messages
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Reading the Calendar
Role: Provider, Clinical Staff, Front Office

Scheduling a New Appointment
Role: Provider, Clinical Staff, Front Office

Editing an Appointment
Role: Provider, Clinical Staff, Front Office

Uploading a Document
Role: Provider, Clinical Staff, Front Office, Back Office

Sending a Document
Role: Provider, Clinical Staff, Front Office, Back Office

Editing and Deleting a Document
Role: Provider, Clinical Staff, Front Office, Back Office

Creating a New Note
Role: Provider, Clinical Staff

Reviewing Note History
Role: Provider, Clinical Staff

Attach Charge Slips to Patient Note
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Using Smart Text
Role: Provider, Clinical Staff

Editing the Reason for Visit Note Card
Role: Provider, Clinical Staff

Editing the Chief Complaint Note Card
Role: Provider, Clinical Staff

Editing the History of Present Illness Note Card
Role: Provider, Clinical Staff

Editing the Vitals Note Card
Role: Provider, Clinical Staff

Editing the Growth Chart Note Card
Role: Provider, Clinical Staff

Editing the Review of Systems Note Card
Role: Provider, Clinical Staff

Editing the Physical Exam Note Card
Role: Provider, Clinical Staff

Editing the Problems Note Card
Role: Provider, Clinical Staff

Editing the Allergies Note Card
Role: Provider, Clinical Staff

Editing the Medications Note Card
Role: Provider, Clinical Staff

Editing the Immunization Note Card
Role: Provider, Clinical Staff

Editing the Patient History Note Card
Role: Provider, Clinical Staff

Editing the Implant Devices Note Card
Role: Provider, Clinical Staff

Editing the Orders Note Card
Role: Provider, Clinical Staff

Editing the Patient Education Note Card
Role: Provider, Clinical Staff

Editing the Assessment Note Card
Role: Provider, Clinical Staff

Editing the Plan of Treatment Note Card
Role: Provider, Clinical Staff

Searching the Audit Log
Role: Provider, Administrator

Creating a New Task
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Searching the Worklist
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Reassigning a Task
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Using the Patient Tracker
Role: Provider, Clinical Staff, Front Office, Administrator

Viewing the Patient Tracker
Role: Provider, Clinical Staff, Front Office, Administrator

Editing your Account
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Changing your Password
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Configuring Charge Slips
Role: Provider, Administrator

Configuring Documents
Role: Provider, Administrator

Configuring Message Types and Contact Groups
Role: Provider, Administrator

Configuring Note Types
Role: Provider, Administrator

Configuring Patient Tracker Rooms and Statuses
Role: Provider, Administrator

Configuring Smart Text
Role: Provider, Administrator

Configuring Appointment Categories, Types, and Blocks
Role: Provider, Administrator

Configuring Schedule Blocks
Role: Provider, Administrator

Configuring Schedule Resources
Role: Provider, Administrator

Patient Portal Dashboard
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Patient Portal Appointments
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Patient Portal Chart
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Patient Portal Messaging
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Patient Portal Requests
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Patient Portal Prescription Requests
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Patient Portal Appointment Requests
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Release Notes | Version 1.3
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Release Notes | Version 1.9
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Release Notes | Version 1.4
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Release Notes | Version 1.5
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Release Notes | Version 1.6
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Release Notes | Version 1.10
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Release Notes | Version 1.2
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Release Notes | Version 1.11
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Release Notes | Version 1.7
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Release Notes | Version 1.8
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Filters, sortable columns, and search on all Note cards
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Note Fields on All Cards
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Note Creation
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Configure Intake and Consent Forms
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Patient Note Card 1.9 Updates
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

Chart Real Time Data
Role: Provider, Clinical Staff, Front Office, Back Office, Administrator

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