Chart Requests

While most institutions now use electronic charts, sometimes a paper chart is still necessary. The Personal Planner > Lists tab > Chart Requests sub-tab allows you to view and make both electronic and paper chart requests.

To manage chart requests:

  1. Open the Personal Planner to the Lists tab and click the Chart Requests sub-tab.

  2. Click the Search for Data () icon to display your list of chart requests.

    3. Tip: If you want to view chart requests within a specific range, set the Date From and Date To fields.

    Note: If you have access, you can edit the User and Provider fields to view chart requests for a different provider.

  3. Review the listed entries.
  4. To perform another task, complete any of the following:

      5. Note: Staff responsible for chart allocations can view requests in the Chart Tracker overview module.

    1. Click the Create a new Record () icon to display the Select Patient window.

    2. Search for the patient and double-click the record to display the Request Chart-Out window.

      3. Note: If the patient has an electronic chart, a warning appears and asks if you want to continue. Click Yes or No as necessary.

    3. Complete the fields as necessary and click OK.

      4. Note: If another user has already made a chart request for the same date/time period, an error displays.

      Field Description
      User

      This field indicates which user is requesting the chart.

      If enabled, you can click the ellipsis to change the

      user and make the chart request for someone else.
      Location

      Select the location you want to pick the chart up from.
      Date Out / Time Out

      These fields default to the current date and time.

      Set the date and time you need the chart.
      Days / Hours

      Enter the number of day and/or hours you require the chart.
      Reason

      If applicable, enter the reason for the request.
    1. Select a listed record.

    2. Right-click and choose Select Patient.

    1. Select a listed record and click the Delete Record () icon.
    2. When prompted, click Yes to confirm the deletion.
    1. Click the Print Report () icon.