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Use the EMR tab

Where a patient's clinical record lives.

Table of Contents

Open a patient card and click EMR. This tab brings the clinical record together, with a medical history banner at the top and a tile for each type of record below.

The tiles

Each tile shows a count and opens that section: Treatment notes, Forms, Measures, Vitals, Photos, Allergies, Prescriptions, Documents, Patch Tests, Education, Lab Tests and Diagnoses.

Add a record

Click the blue + button at the bottom right to open Create. Choose Treatment note, Consent form, Order labs, Prescription or Education. The item for the section you are in is listed first.

Get a quick summary

Under AI patient summary, click Generate for an overview of allergies, medications, conditions and history. The button becomes available once the patient has enough forms on file. Always check a summary against the record before relying on it.

Up next

Next, read Create a medical form.