Request Charts

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

In most cases, an automatic chart request is sent when the appointment is scheduled, but you can make manual chart requests when necessary from the Scheduler > Active, Weekly, or Pending tab and the Appointment Lists window > Appointments or Wait List tab.

To request a chart:

1. Open the Scheduler module.

2. Locate the appointment.

Locate on the Active Tab

1. Click the Active tab.

2. Use the navigation bar to search for the appointment.

Locate on the Weekly Tab

1. Click the Weekly tab.

2. Use the navigation bar to search for the appointment.

Locate on the Pending Tab

1. Click the Pending tab.

2. Search for the appointment.

Locate in the Appointment Lists Window

1. Click the Lists () icon to display the Appointment Lists window.



2. Click the Appointments or Wait List tab.

3. Search for the active or waitlisted appointment.

3. Right-click the appointment and select Chart Request to display the Request Chart-Out window.

Note: If the patient has an electronic chart, a prompt displays. Click Yes to display the Request Chart-Out window.



4. Record the time, location, and reason needed and click OK.