The patient chart is the source of truth for patient care. Open a patient from Patients and choose the episode.
The header
The header stays visible everywhere in the chart: the patient's name, Signing Provider, and badges for MRN, DOB, SOC date, the Episode date range, and the primary insurance. The most-asked-for facts never require a tab.
The tabs
Use the fixed header for episode context, then move across the tabs for clinical, financial, and record details.
Tab | What lives there |
Overview | Quick patient context, handoff summary, Episode Visit Calendar, and progress to discharge |
Collaboration | The patient's tasks and internal communication log |
Patient Info | Demographics, episode details, care team, providers, and face-to-face |
Clinical | Diagnoses, medications, allergies, vitals, labs, wounds and procedures, goals and interventions, supplies |
Orders | Episode orders, signature status, and Add New Order |
Notes | Visit Notes and Narrative Notes |
Quality & OASIS | OASIS assessments, risks, QAPI items, tracking logs, infections |
Financial | Insurance and eligibility, authorizations, billing and claims |
Documents | Everything filed to the chart, filterable by episode and type |
The distinction between Collaboration and Notes matters. See Collaboration and notes.
Start on Overview
Open Overview first for quick context. It shows who the patient is, the handoff summary, the episode calendar, and progress to discharge.
Use Overview to orient yourself. Use Notes to view visit notes for the episode, view narrative notes, or add a narrative note. Use Orders to view provider orders or add a new order.
Where to find what you need
You need | Go to |
Primary physician | Header Signing Provider, or Patient Info → Providers for the full list |
Payer and eligibility | Financial → Insurance & Eligibility |
SOC and episode dates | Header badges; details under Patient Info → Episode Details |
Visit history and schedule | Overview → Episode Visit Calendar for the plotted picture; Notes → Visit Notes for what happened |
Narrative documentation | Notes → Narrative Notes |
New provider order | Orders → Add New Order — see Enter a provider order |
Order chart updates | Select the order content types — see Update chart sections in a provider order |
Medication list | Clinical → Medications — current list, with add and reconcile |
Care team | Patient Info → Care Team — case manager, clinical manager, team |
Address and contacts | Patient Info → Demographics — identifiers, addresses, contacts, caregivers |
Signed orders and 485 | Orders, filed copies under Documents |
Note: Messages about the patient sent through the Communication app also appear under Collaboration → Messages, so the chart carries the conversation history — see Send and receive messages.
If something goes wrong
A visit is missing from the calendar. Check the episode — the calendar shows one episode at a time, and the visit may belong to the previous one.
Information looks stale. Chart data follows the episode you opened. Confirm you are in the current episode before assuming something is wrong.