A PDF containing step-by-step instructions with pictures is available to view or download at the bottom of the page.

Sections and Views 


HybridChart EVOLVE is divided into four different Sections.

  •  Patients 

The Patients area is where census management and charge capture take place. You’ll find the following Views here: SuperBill, QuickBill, QuickEdit, SnapShot, Discharges, Census Print, Messaging, and Charges here. 

  • Billing 

The Billing area is where charges are managed after capture and processed to the EHR/EPM, if applicable. You’ll find the following Views here: Process Queue, Hold, Tickets, Messaging, and Charges.

  •  Data-Mining 

The Data-Mining area is where you can run reports and manage patients who have been discharged. You’ll find the following Views here: Pre-Discharge and Discharge management lists, Pre-Configured Census and Financial reports, a Custom Reporting View, and Messaging. 

  •  Administration 

The Administration area is where you can manage the User accounts and Setting of your HybridChart site. You’ll find the following Views here: User management, Settings, Charge Setup, EHR Setup, and Messaging. 


Your access to different Sections depends upon your security level. If you are not able to access an area needed for your role, please reach out to your HybridChart Administrator. Not sure who your HybridChart Administrator is? Click your site name in the top white menu bar and their information will appear.


Navigate Between Sections


1. In the top white menu bar, you will observe a drop-down button in orange with the word “Patients”, “Billing”, “Data-Mining” or “Administration”, depending on which Section you are already in. Click the button to select the other Section you wish to move to. 


Navigate Between Views


1. In each Section, the Views will display below the top white menu bar. To move from one to another, click on the View you wish to move to. The View that is currently selected will be highlighted. 


View Practice Information


1. If you need to get information about your practice, including your Practice Key and your HybridChart Administrator information, click the Practice Name in the top white menu bar and the information will appear.


View Your User Account Information


1. To view information about your user account, click your name at the far-right corner of the top white menu bar. The menu will display your role, when you logged in, and how much time is left in your session (the system will prompt you to stay logged in when your session is over). You also have access to the settings for your user account, links to the Help Library, and an option to Logout. 


Maximize/Minimize the Window


1. If you wish, you may maximize the window so no other tabs display. To do so, click the two arrows pointing away from each other in the far-right corner of the top white menu bar.


2. To minimize the window, hit the Esc key OR click the two arrows pointing toward each other in the far-right corner of the top white menu bar.