How to Keep Track of Uncharted Appointments

  • Updated

1) Schedule > Charting Tab

As a Practitioner, this tab is useful to view your appointments that have yet to be charted. Select +New to create a chart for the corresponding Appointment Date.


2) Reports > Charting Statistics

Run this report to obtain a current listing of Charted/Uncharted Appointments.


3) Patient Profile > Charts Tab > New > Appointment Date

The appointment dates without a chart created will display.



4. From the schedule

Click the filter located in the top right corner of the home page to show "Charted Appointments on the schedule.


The appointment block will show if the appointment has been charted or locked.



5. Practitioner Dashboard

When you click on the patient appointment block if there are uncharted appointments they will appear at the top of the of the right panel.






Was this article helpful?

2 out of 2 found this helpful