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

In order to process Charges or ReAdmit, ReActivate, or add the Patient from the HybridChart Database in the future, the Patient MUST be linked to a Chart.  See HOW-TO GUIDE – Patients – Understanding Charts for more details about Charts and why they are necessary. To link a Patient to a Chart in the Patients area, you must have an EHR Integration. If you’re not sure if your Practice has an HER integration, speak with your Administrator.

 Link a Patient to a Chart with Existing EHR Interface

1. Navigate to the SuperBill View by clicking on “SuperBill”.


2. If you need to change the Census, use the drop-down menu to change the Census location. 


3. Click the name of the Patient you wish to link. When their name appears on the right side of the screen, click the CHART tab. 


4. If the Patient is not linked yet, the system will prompt you to do so. Click SEARCH FOR PATIENT and HybridChart will search your EHR for the patient name. 


If there is a possibility that the name is spelled differently in the EHR, click Change Search Criteria, and search for the correct first and/or last name. 


5. When the correct Patient listing appears below, click LINK. 

6. When the Patient is linked, their Patient Info will be available anytime you click on the CHART tab. 

Unlink a Patient

1. If a Patient was linked in error, you may remove the link by scrolling to the bottom of the CHART tab and clicking UNLINK PATIENT.

 Mark Outpatient Appointments

You may use the CHART tab to indicate whether the outpatient appointments listed are for a procedure/surgery or for a procedure/surgery/hospital follow up.

1. Scroll to the Appointments section of the CHART tab. It is located near the bottom. 


2. Mark the appointment by toggling the button to the right.


The ORIGIN button indicates that the appointment is for a scheduled procedure or surgery.

  • The FOLLOWUP button indicates that the appointment listed is scheduled as a follow up to the Patient's procedure/surgery/hospitalization/etc.