Patient Chart: Overview

Version 20.17

This window map article points out some of the important aspects of the window you're working with in OP but is not intended to be instructional. To learn about topics related to using this window, see the Related Articles section at the bottom of this page.

About Patient Chart: Clinical Overview

Path: Clinical, Practice Management, or Billing tab > Patient Chart button > Clinical Overview

The Overview section of the Patient Chart provides high-level patient information and notes.

NoteJust like a paper chart, the electronic chart in OP contains personal health information and should be kept protected and confidential. Always close all windows on your screen and log out of OP when you are not at your workstation.

Patient Chart: Clinical Overview Map

Number
Section
Description
1
Photo/Demographics/Critical Dates
This section of the window displays the patient's photo (if saved into OP), the dates of the last Well and Sick Visit, the date of the next scheduled appointment, the patient's PCP, insurance(s), VFC eligibility, and preferred language.
2
Family
This section provides a list of the family members that are linked to the patient.
3
Tasks and Care Plan Due Items
This section lists and edits tasks and due items for the patient.
4
Important Notes and Information
Provides a quick at-a-glance view of all the pertinent patient medical information.
  • General Notes: Displays a list of General Notes, which you can use to enter any notes that you want to keep on record with the patient.
  • Problem List: Displays a list of items from the patient's Problem List. If there are any Exempt from reporting items in this list, the number of items will be indicated in the EFR count to the upper right of the field.
  • Allergies/Reactions: Displays items from the Allergies section of the patient's chart note.
  • Active Medications: Displays current and ongoing items from the patient's Medications List. If there are any "Exempt from reporting" items in this list, the number of items will be indicated in the EFR count to the upper right of the field.
  • Immunization Forecast: Links to the patient's Immunization Chart, shows what is behind or past due.
  • Pertinent Positive History: Provides an overview statement about the child's health with special instructions for school/camp personnel.
  • Past Medical History: Displays items from the Patient's Past History section, when the data is available in the Patient's chart.
5
Miscellaneous Notes
The Miscellaneous Notes field provides information the provider or staff deems necessary about the patient. This pulls from the Notes/Addl info section of the chart.
6
Health Summary Recommendations
The Health Summary Recommendations field provides an overview statement about the child's health with special instructions for school/camp personnel.
7
Clinical Overview buttonThe Clinical Overview button accesses the Overview window in the patient's chart.
Version 20.16

This window map article points out some of the important aspects of the window you're working with in OP but is not intended to be instructional. To learn about topics related to using this window, see the Related Articles section at the bottom of this page.

About Patient Chart: Clinical Overview

Path: Clinical, Practice Management, or Billing tab > Patient Chart button > Clinical Overview

The Overview section of the Patient Chart provides high-level patient information and notes.

NoteJust like a paper chart, the electronic chart in OP contains personal health information and should be kept protected and confidential. Always close all windows on your screen and log out of OP when you are not at your workstation.

Patient Chart: Clinical Overview Map

Number
Section
Description
1
Photo/Demographics/Critical Dates
This section of the window displays the patient's photo (if saved into OP), provides the dates of the last Well and Sick Visit, the date of the next scheduled appointment, the patient's PCP, insurance(s), VFC eligibility, and preferred language.
2
Family
This section provides a list of the family members that are linked to the patient.
3
Tasks and Care Plan Due Items
This section lists and edits tasks and due items for the patient.
4
Important Notes and Information
Provides a quick at-a-glance view of all the pertinent patient medical information.
  • General Notes: Displays a list of General Notes, which you can use to enter any notes that you want to keep on record with the patient.
  • Problem List: Displays a list of items from the patient's Problem List. If there are any Exempt from reporting items in this list, the number of items will be indicated in the EFR count to the upper-right of the field.
  • Allergies/Reactions: Displays items from the Allergies section of the patient's chart note.
  • Active Medications: Displays current and ongoing items from the patient's Medications List. If there are any "Exempt from reporting" items in this list, the number of items will be indicated in the EFR count to the upper-right of the field.
  • Immunization Forecast: Links to the patient's Immunization Chart, shows what is behind or past due.
  • Pertinent Positive History: Provides an overview statement about the child's health with special instructions for school/camp personnel.
5
Miscellaneous Notes
The Miscellaneous Notes field provides information the provider or staff deems necessary about the patient. This pulls from the Notes/Addl info section of the chart.
6
Health Summary Recommendations
The Health Summary Recommendations field provides an overview statement about the child's health with special instructions for school/camp personnel.
7
Clinical Overview buttonThe Clinical Overview button accesses the Overview window in the patient's chart.