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

If needed, you may update the Chart information for a Patient after the Patient has been linked.


1. 
In the Administration area, click CHARTS. 

2. Type the name of the Patient or the Chart ID into the search field. Matching results will populate below.


3. Select the Patient by clicking on their name. Details will appear on the right side of the screen. To edit the name, DOB, Chart ID, or Assigned Provider, click EDIT.

 

4. Type in the appropriate changes. There is no save button; changes will be saved as you make them.


5. There may be multiple Patients linked to the same chart. This happens when the same Patient has multiple HybridChart admissions. You can see which Patients are linked by clicking the LINKED PATIENTS tab.

6. To unlink a Patient from the Chart, hover over their name and click UNLINK