Add Chart Requests

Chart requests control access to paper charts so only one person may use a chart at one time.

There are two chart request types:

  • Automatic chart requests: These are sent when an appointment is scheduled. They ensure the provider has the patient's chart on the correct day.
  • Manual chart requests: These are sent when a user requires a patient's paper chart but does not have an appointment.

The person responsible for dispersing charts ensures the user receives the chart at the specified date and time.

You can add both electronic and paper chart requests from the Patients module and the Personal Planner > Lists tab > Chart Requests sub-tab.

Note: After you submit a chart request, you can view, modify, or delete it from the Chart Tracker module or the Personal Planner module.

Tip: Staff responsible for chart allocations can view requests in the Chart Tracker module.

To add a chart request:

  1. Open one of the following modules to display the Request Chart-Out window:

    1. Open the Patients module.

    2. Locate the correct patient in the selection list or search results.

    3. Right-click the patient name and select Chart Request.

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

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

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

    3. Search for the patient and double-click the record.

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

  2. Complete the fields as necessary and click OK.

    3. 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.